Portfolio Construction
Is AI the ultimate hype – or truly the next big thing in town?
Future of AI: Lessons from a decade in robotics and automation
Why Everyone’s Talking About… Democratising Private Assets
Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?
Views from the Collective: Are Individual Investors Ready for Private Assets?
Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.
Mirova Global Sustainable Equity Fund
Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.
Thematics Safety Fund
Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.
Thematics Meta Fund
Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.
Thematics Water Fund
Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.
Emerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
Investing in Water – A Clear View on this Investable Theme
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.
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.
Where are Global Financial Institutions Allocating Assets in 2023?
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.
Future of Money: Is Cash an Endangered Species?
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
Future of Reality: Is the Metaverse Just the New Internet?
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?
Future of Work: Will AI Change the Workplace Forever?
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?
Water as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
After the Annus Horribilis, How are Prospects for European Smid Caps?
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.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Thematics Insights: The ESG of the Dating Industry
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?
Water: An Indispensable Life-Sustaining Resource
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
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.
Vaughan Nelson: Global SMid Cap Equity Strategy
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari
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.
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.
Loomis Sayles: An update on 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.
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.
Alternatives – Will They Become a Future Core Allocation?
Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.
Manager Point of View: Clear opportunities
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
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?