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How Wealth Management Portfolios are Shaping up for 2024

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions looks at the moves wealth managers were making going into the final quarter of 2023 and discusses where the focus is heading into the new year.

January 30, 2024 Financial Professional content – requires login
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Where are the Opportunities in Private Assets?

Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.

October 10, 2023 Financial Professional content – requires login
Why Everyone’s Talking About… Democratising Private Assets

Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

July 24, 2023
Views from the Collective: Are Individual Investors Ready for Private Assets?

Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

July 12, 2023
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Investing in Water – A Clear View on this Investable Theme

Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.

April 28, 2023 Darren Pilbeam Financial Professional content – requires login
Water as an Investment

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

February 23, 2023 Arnaud Bisschop - Simon Gottelier Financial Professional content – requires login
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Why Invest in the Safety Theme?

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

June 16, 2022 Financial Professional content – requires login
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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 Financial Professional content – requires login
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Natixis Adds Powerful ESG Function to Portfolio Clarity Tool

Natixis Investment Managers Solutions has upgraded the Natixis Portfolio Clarity analysis tool to also include non-financial data.

March 16, 2021 Financial Professional content – requires login
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Artificial Intelligence & Robotics: An Exponential Growth

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

September 4, 2020 Financial Professional content – requires login
Thematics Insights: Is Cash an Endangered Species?

Are we moving towards a cashless society? Since the beginning of the health crisis, merchants have actually quite often refused our bank notes and coins.

August 11, 2020 Financial Professional content – requires login
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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 Karen Kharmandarian Financial Professional content – requires login
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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 Financial Professional content – requires login
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

February 12, 2020 Financial Professional content – requires login
Negative Interest Rates, Reflection and Remedy of Excess Pessimism in Europe

At this uncertain stage internationally, are investors overreacting about Europe and potential recession risks?

September 19, 2019 Financial Professional content – requires login
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Alternatives – Will They Become a Future Core Allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

September 11, 2019
Value Investing in Emerging Markets: Lessons from History

Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

August 12, 2019 Financial Professional content – requires login
Manager Point of View: Clear opportunities

Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.

August 9, 2019 Financial Professional content – requires login
Manager Point of View: Schrödinger’s CAPE?

Carmine De Franco, Head of Fundamental Research at Ossiam, explains why the Cyclically Adjusted Price Earnings Ratio (CAPE) is still a powerful tool for investors.

July 16, 2019 Financial Professional content – requires login
New Adventures in Alternatives

Alternative strategies that can provide a different lens through which to view market volatility and the potential risk and returns.

July 4, 2019
Macro Outlook: Risks Have Increased Near Term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

May 22, 2019 Financial Professional content – requires login
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

April 4, 2019
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

June 15, 2018
Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.

February 22, 2018