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?

March 6, 2023
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?

March 1, 2023
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?

February 24, 2023
Water as an Investment

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

February 23, 2023 Arnaud Bisschop - Simon Gottelier
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  • 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.

    February 1, 2023
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  • Harris Associates: Stick to the Basics

    Harris Associates’ Client Communications Specialist Jack Morgan writes about the importance of having the discipline to “stick to the basics” to avoid short-term trends and focus on attaining sustainable, long-term results.

    January 31, 2023
    Future of Investing: Subscribed to Health and Wealth

    Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.

    December 9, 2022
    Future of Hygiene: The Toxic Chemicals Tainting our Water

    ‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.

    December 9, 2022
    Future of Security: Cyber Risk in a Connected World

    Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.

    December 9, 2022
    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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  • 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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    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
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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
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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.

    November 19, 2020 Aziz V. Hamzaogullari
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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.

    March 25, 2020 Karen Kharmandarian
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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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    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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