Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
Will the metaverse disrupt our lives in the same way as the iPhone’s unveiling in 2007?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Seeyond provides insights on how the markets structural transformation changed the game for Value Investing over the past decade.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Why investors should pause, take a breath and avoid overreacting.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?
Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.
The use of hydrogen as a source of energy is in its early stages and its applications are as numerous as they are promising. Find out Mirova’s analysis.
An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.
Measure Impact, Engage, and Understand ESG Trends with this quarter’s Mirova quarter Newsletter “Creating Sustainable Value”.
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.
Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.