Equities

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

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?

Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job

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?

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

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.

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

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

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

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

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

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.

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.

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.

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.