Diversification

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

Fabrice Chemouny, Head of Asia Pacific, shares his views on the current market landscape and how a multi-affiliate approach brings expertise to investors.

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.

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.

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

Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?

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.

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.

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

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.

Fabrice Chemouny, Head of Asia Pacific, shares his views on what Natixis IM ESG approach can bring to APAC investors.

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.

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.

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.

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.