Thematics AM: Natixis Investment Managers Expands its Global Equities Offering
Latest Insights
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Election 2020: How Might the Markets Vote?
In advance of Election Day, political noise will reach a fever pitch, but markets are signaling that a slow US recovery is poised to continue.
Finding Value Opportunities in the Pandemic Economy
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
- October 21, 2020
- David G. Herro
Markets View More
Will the 2020 Presidential Election Results Be Litigated?
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Opportunities in the Emerging Recovery
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Washington Conversation: Election 2020 Approaches Its Apex
As Election Day grows near, VP of Government Relations Susan Olson talks with two Washington insiders about the candidates, the campaigns, and the issues.
Portfolio Construction View More
Artificial Intelligence & Robotics: An Exponential Growth
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
- September 4, 2020
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Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
- September 3, 2020
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Thematics Insights: Is Cash an Endangered Species?
Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.
- August 11, 2020
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Research View More
2020 Global Retirement Index
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Times Like These: Financial Professionals Chart a Course From a Pandemic Market to Profitable Growth
Results from the 2020 Global Survey of Financial Professionals reveal optimistic growth goals and the opportunity for professionals to recalibrate strategy and rethink business models.
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
ESG View More
ESG Investing Gains Ground during Covid-19 Times
Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.
Thematics AM: Investing in the Trends Shaping the Future
Discover Thematics’ investment philosophy and invest in trends that shape the future.
- August 28, 2020
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Mirova: More Than 35 Years of Sustainable Investing Expertise
CEO/CIO Jens Peers discusses the growing interest in ESG investing and Mirova’s long history and experience with sustainable strategies.