Harris Associates have been awarded ‘Best Fund Provider’ for value equity and ‘Highly Commended’ for US equity.
Few topics have been mentioned more in 2023. Yet between hyped expectations and dystopian nightmares, investment opportunities abound in AI.
Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.
Carmine de Franco, Head of Research and ESG at Ossiam, takes a deep dive into the AI revolution, exploring where it has come from and where it might lead.
What does a decade of developments in the area of robotics and automation tell us about what might be in store for the field of artificial intelligence?
Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.
Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.
Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.
Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.
Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?
One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?
The negative catalysts (the strong dollar and the underperformance of sectors overrepresented in the smid cap universe) are fading, which should facilitate a return to favour for the asset class.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?
Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
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.
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.
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.
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.
What does this strategy bring to the investors’ allocation? And what weight should be added to a typical allocation?