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Thematic Investing: The Time to Invest in the Future Isn't Tomorrow, It's Today
Equities
Opportunities in the Emerging Recovery
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape
Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.
October Outlook: Why Room for Growth – and Volatility – Remains
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
After a Year of Market Surprises – What’s Next?
Market Strategist Alex Pire of Seeyond looks at the COVID-19 vaccine timeline, Brexit, and other potential near and long-term risks facing investors.
Is the Market’s Health Contingent on Additional Federal Aid?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
Would President Biden Be Bad for Markets?
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape
While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.
Assessing Increasing COVID-19 Case Counts and Markets
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
August Outlook: Is the Market Poised for a Breakout?
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Rumors of a Tech Bubble Are Highly Exaggerated
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape
Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
Could Stock Market Leadership Change Coming Out of COVID-Recession?
Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.
Mobilising The Machine
The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business.
Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 1)
Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.
Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 2)
Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.
Hazy Conditions: US-China Relations and Emerging Markets
A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.
COVID-Recession Dynamics & Differences
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
Restless Summer: Tracking the Post-COVID-19 Economy
As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.
Thematics Manager’s View: What has COVID-19 Meant for Water Investments?
Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.
Loomis Sayles: An update on some portfolio changes in the growth equity strategies
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
COVID-19: Perspectives On The Road To Recovery
Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.
COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape
In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
Safety: Everywhere, All The Time
Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.
Portfolio Defense: Value, Growth, or Neither?
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Q&A with Jens Peers, Mirova – Serious About Sustainability
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.
Evaluating 5 COVID-19 Market Narratives
Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.
Protecting Your Portfolio in a Downmarket with Aziz Hamzaogullari
Aziz Hamzaogullari, Chief Investment Officer and founder of the Growth Equities Strategies team at Loomis Sayles talks about how to protect your portfolio in market crisis.
Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery
As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.
Coronavirus Markets: Have We Seen the Bottom?
In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?
Three Reasons to Stay Invested in Volatile Times
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Intelligence Inside
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Safety in Numbers
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
What an Oil Price War Could Mean for Markets and Investors
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Taking Responsible Investment from Talk to Action
Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.
Risk Variation in Trend-Following Systems
This paper reviews how risk exposures are determined in trend-following systems to provide some clarity into these options.
COVID-19: Perspectives from a Long-Term Value Investor
Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.
COVID-19: Making Sense of Market Sentiment
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Slower for Longer? Gauging Market Reaction to COVID-19
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
Assessing the Impact of the Coronavirus on Financial Markets
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
WCM Sees Growing Opportunity in Emerging Markets
Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space
Allocating to Where the Value Is in Global Markets
More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.
Utility Companies Face Challenges in an Evolving Energy Landscape
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.
Price Matters: International Value Opportunities Today
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
Value Investing – Is It Different This Time?
A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.
How Might the Coronavirus Impact Markets and Investors in the Near Term?
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
How ESG Integration Adds Value in the Investment Process
Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.
Are We at the Dawn of a Return of the Value Equities?
After 12 years of a "growth" cycle, should we expect a cyclical change in favour of "value" equities in the medium term? DNCA's experts give us their analysis.
Data Privacy Regulation in the US
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
8 Keys to Understand Socially Responsible Investment
Giving meaning to your savings thanks to DNCA's SRI approach: investing in companies with a positive impact on the environment and society.
ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths
It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.
Why a Recession May Not Be Imminent
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture
As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
Thematics – A True Source of Diversification?
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Seeyond’s High Dividend Minimum Volatility: What does it bring to the table?
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?
Four Perspectives on Global Equity
Compelling alternatives await for those willing to actively diversify their equity allocations.
From the Summit: Making Sense of ESG
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.