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ESG: From Heterogeneity To Risk Factors – Part I ESG: From Heterogeneity To Risk Factors – Part I

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

Managed Futures and Macro Uncertainty: Navigating the Extremes Managed Futures and Macro Uncertainty: Navigating the Extremes

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

  • May 18, 2022
Inflation & the Volatility Risk Premium
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Inflation & the Volatility Risk Premium

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.

  • May 17, 2022

Markets View More  

Multisector Matters: Volatility Means Mispriced Bond Opportunity Multisector Matters: Volatility Means Mispriced Bond Opportunity

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

  • May 9, 2022
Municipal Bond Marketplace Outlook Municipal Bond Marketplace Outlook

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

  • May 4, 2022
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Can Big Tech Earnings Calm Market Fears? Can Big Tech Earnings Calm Market Fears?

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

Portfolio Construction View More  

Three Reasons to Stay Invested in Volatile Times 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 11, 2022
The Importance of the Long Term for the ESG-conscious Investor The Importance of the Long Term for the ESG-conscious Investor

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

  • April 6, 2022
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Thematics: Meta-trends in the Age of AI
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Thematics: Meta-trends in the Age of AI

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

  • April 4, 2022
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Why Everyone’s Talking About… The Quantum Apocalypse Why Everyone’s Talking About… The Quantum Apocalypse

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

  • May 10, 2022
Five Financial Truths About Millennials at 40 Five Financial Truths About Millennials at 40

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

Quantifying Turbulence in Trend Following Quantifying Turbulence in Trend Following

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

  • March 3, 2022

ESG View More  

Biodiversity and Water... Two Sides of the Same Coin 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?

Why Everyone's Talking About… Divestment Why Everyone's Talking About… Divestment

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?

  • April 25, 2022
Creating Sustainable Value - 2022: 2021 Can Finally Begin Creating Sustainable Value - 2022: 2021 Can Finally Begin

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

  • February 28, 2022
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