Anne-Laurence Roucher, Esty Dwek, Arnaud Bisschop and Harald Walkate share opinions on why ESG investing is a means to mitigate risk and improve long-term performance.
Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.
Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.
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.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.
Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.
Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Ostrum Asset Management experts’ economic and market analysis.
Practice can differ from theory. Discover Seeyond’s innovative approach to equity investing.
We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.
Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.