Simon Aninat, portfolio manager and Volatility specialist, presents Seeyond’s vision on this unique asset class.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth
Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. 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.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Discover Thematics’ investment philosophy and invest in trends that shape the future.
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.
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.
Jens Peers, CEO, CIO and portfolio manager at Mirova US, suggests why some ESG strategies outperform over the long term
Jens Peers, CEO, CIO and portfolio manager at Mirova US, discusses the factors that influence the longer-term sustainability game
Navigating bond markets in not easy. With Loomis Sayles, investors gain access to renowned research and portfolio management capabilities.
Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.
Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.
Anne-Laurence Roucher, Esty Dwek, Arnaud Bisschop and Harald Walkate share opinions on why ESG investing is a means to mitigate risk and improve long-term performance.
Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.
Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.
Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.
Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.
Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.
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.
Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Practice can differ from theory. Discover Seeyond’s innovative approach to equity investing.
We believe a minimum volatility-based allocation of high-dividend paying stocks could be a promising solution for investors looking for income generating investments and lower risk.
Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.
In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?
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.
Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.