Latest Insights

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

AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

Most people think that high inflation implies high volatility for risky assets. But market data demonstrate a more nuanced reality. Learn more with Seeyond’s expert.
Markets View More  

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Portfolio Construction View More  

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

Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.

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

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

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

The authors examine historical periods of high turbulence and classify their driving forces to gain a better understanding of these extreme events.

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?

Is divesting assets helpful for sustainable investing goals, or is it better to engage companies and try to steer them towards a more sustainable future?

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.