Equities

Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

The next decade will see technology enable us to replace our dependency on certain critical materials and redefine supply chains so that electrification opportunities are enhanced all over the globe, says Mirova’s Jens Peers.

This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?

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?

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?

What will happen in 2023? Participants at the Natixis Investment Managers seminar heard a variety of solutions to help guide their investment strategies forward in 2023.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

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?

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

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.