Engaging Companies for the Long Term

With investors increasingly wary of greenwashing, Mirova’s Soliane Varlet says engagement is the path to more transparency and a more sustainable future.

May 31, 2023 Financial Professional content – requires login
Why Everyone’s Talking About… Artificial General Intelligence

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

May 24, 2023
Views from the Collective: Where Next for Sustainable Investing?

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

May 22, 2023
How to Invest in Biodiversity

While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.

May 8, 2023 Financial Professional content – requires login
3 minutes with… Soliane Varlet, Mirova

Find out how Mirova’s Soliane Varlet began her journey in sustainable investing and what keeps her motivated as a portfolio manager.

May 4, 2023 Financial Professional content – requires login
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Investing in Water – A Clear View on this Investable Theme

Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.

April 28, 2023 Financial Professional content – requires login
Three Reasons to Stay Invested in Volatile Times

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

April 24, 2023
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Higher for How Much Longer?

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.

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 Financial Professional content – requires login
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Viewpoints: Equities – Climbing the wall of worry

Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.

February 7, 2023 Financial Professional content – requires login
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 Financial Professional content – requires login
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Thematics: Market Outlook 2023

How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.

January 19, 2023 Financial Professional content – requires login
Investment Solutions under an Uncertain Market

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.

January 19, 2023
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Sustainable Investing Trends for 2023 and Beyond

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

January 13, 2023 Jens Peers
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Attractive Entry Point for International Equity Investing

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

December 21, 2022 David G. Herro
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Sustainable Equities Outlook: Solutions Needed for a Changing World

Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.

December 19, 2022 Jens Peers Financial Professional content – requires login
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
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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 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
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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 Financial Professional content – requires login
Investing in Volatile Times

Allocations are under review amid sustained inflation and a recessionary environment.

October 25, 2022 Financial Professional content – requires login
A Low Volatility Approach to Emerging Markets

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

October 25, 2022 Financial Professional content – requires login
Why Everyone's Talking About… The Quantum Apocalypse

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

September 27, 2022
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
US Equities: Mind the gap

Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.

August 15, 2022 Financial Professional content – requires login
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Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

July 29, 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
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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 Financial Professional content – requires login
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 Financial Professional content – requires login
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
Biodiversity and Water... Two Sides of the Same Coin

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?

May 10, 2022
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Wellness, Now More Than Ever

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

April 14, 2022
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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 Financial Professional content – requires login
Q&A with Jens Peers, Mirova – Serious About Sustainability

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.

August 20, 2020 Jens Peers
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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 Financial Professional content – requires login
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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 Financial Professional content – requires login
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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 Financial Professional content – requires login
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 Financial Professional content – requires login