Manager Point of View

Connecting 5G Hype with ESG Reality

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.

  • January 18, 2021
Pushing for a Green Recovery

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

  • November 10, 2020
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
Sustainability Investing Beyond COVID-19

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

  • July 14, 2020
Into the Heart of ESG

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

  • July 9, 2020
Mobilising The Machine

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

  • June 16, 2020
The Man Behind The Machine

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

  • June 16, 2020
Transformational Technology

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

  • June 16, 2020
Perspective In Patterns

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

  • June 16, 2020
AI and Active Quant Investing

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

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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
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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