Manager Point of View

Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.

Suzanne Senellart, portfolio manager at Mirova, identifies two European companies positioned to encourage the sustainable revolution in Europe.

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.

Jens Peers, CEO, CIO and portfolio manager at Mirova US, suggests why some ESG strategies outperform over the long term.

Jens Peers, CEO, CIO and portfolio manager at Mirova US, discusses the factors that influence the longer-term sustainability game.

The automation and technological improvements wrought by AI and Robotics are changing the way we live, interact and do business.

The winning ‘quants’ will not just leverage Artificial Intelligence but employ innovative techniques that no other human nor machine is doing.

Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.

ESG and machine learning is the perfect match. It is self-taught, so it is able to highlight evolutionary patterns without human intervention.

Many ‘quant’ approaches are looking for advanced techniques and data to generate additional investment performance, but only a select few will succeed.

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.