Future of Water: The Climate-Biodiversity Connection

There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.

  • December 9, 2022
Unstoppable Megatrends: What Are the Most Compelling Investment Opportunities in Today’s World to Consider?

Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.

  • November 21, 2022
Climbing the Wall of Worry

Daniel Nicholas, Client Portfolio Manager at Harris Associates, writes about the cacophony of risks that investors face today, assessing risk and dealing with it.

  • November 1, 2022
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Digital and Personal Safety: A Broad and Diversified Investment Theme

One of the most pervasive themes in our daily lives can also become a component of portfolio construction.

  • October 27, 2022
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Volatility Investing by Seeyond: Volatility Risk Premium strategy positioning

New addition to the "Volatility Investing by Seeyond" series: Simon Aninat, Volatility expert and portfolio manager at Seeyond, explains the positioning for the Volatility Risk Premium strategy.

  • October 26, 2022
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Seeking Good Capital Allocators

Jack Wildermuth – Partner and Managing Director, Marketing & Client Relations at Harris Associates, writes about the importance of investing in companies with strong management teams

  • October 4, 2022
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“Health is the New Wealth”, Wellness Economy Opportunities are Growing

The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.

  • August 1, 2022
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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.

  • June 28, 2022
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?

  • June 28, 2022
Fixed Income Absolute Return: An Answer to the Paradigm Shift?

How is DNCA's Alpha Bonds strategy a response to the current economic environment? François Collet, Fixed Income Portfolio Manager at DNCA Finance, share his analysis.

  • June 23, 2022
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Seeyond Volatility Insights : The Great Skew Reset

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

  • June 21, 2022
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Why Invest in the Safety Theme?

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.

  • June 16, 2022
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Managing Market Exuberance with Hollie Briggs from Loomis Sayles

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.

  • June 15, 2022
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The Private Investigator of Asset Management

Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job

  • June 15, 2022
Asset Studio: Our Global Digital Platform

Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.

  • June 6, 2022
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The Thematic Revolution

Thematics Asset Management’s CEO on the story of the firm’s development and their future plans.

  • May 24, 2022
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Inflation & the Volatility Risk Premium

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.

  • May 17, 2022
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Thematics Insights: Wellness, a Major Social Shift

For several years now, the quest for well-being has been a major concern for our societies and the individuals who make them up. Well beyond a simple fad, this incarnates a major societal shift responding to structural demographic changes.

  • April 25, 2022
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.

  • April 11, 2022
The Importance of the Long Term for the ESG-conscious Investor

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

  • April 6, 2022
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Thematics: Meta-trends in the Age of AI

Thematics Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.

  • April 4, 2022
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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 8, 2021
Volatility Investing by Seeyond: Long vs Short Volatility Investing

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

  • June 16, 2021
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Vaughan Nelson Select: Why, How, What

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

  • May 14, 2021
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Harris Associates: An Insight Into Their Value Approach

Daniel Nicholas, Client Portfolio Manager at Harris Associates discusses their buy/sell process and how they differ from their peers.

  • March 24, 2021
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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.

  • February 4, 2021
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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.

  • January 14, 2021
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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.

A Decade of Europe Minimum Volatility Investing at Seeyond

With 10 years of investing under his belt, Seeyond’s Nicolas Just looks at what the future holds for this investment approach.

  • November 2, 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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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.

  • May 28, 2020
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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.

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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.

  • March 24, 2020
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Equity Markets: Think Differently

Practice can differ from theory. Discover Seeyond’s innovative approach to equity investing.

  • October 25, 2019
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Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

  • September 30, 2019
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Alternatives – Will They Become a Future Core Allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

  • September 11, 2019
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.

  • August 9, 2019
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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?

  • July 10, 2019
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