PFAS, The Forever Chemicals

While we are continually reminded to drink more water by members of the medical profession, there seems to be an increasing undercurrent of more sinister news relating to potentially harmful and even potentially toxic chemicals in tainted water supplies.

  • November 26, 2021
Are Cryptocurrency Funds Part of Your Portfolio’s Future?

Part 3 of our series discusses development of cryptocurrency funds and investors’ consideration of professional management when wading into the crypto waters.

Thematics Insights: Wellness, A Major Social Shift

For several years now, the quest for well-being has been a major concern for our societies and the individuals who make them up. Well beyond a simple fad, this incarnates a major societal shift responding to structural demographic changes.

  • November 11, 2021
Cryptocurrency: The Early Years, Ongoing Development, and What’s Next

Part 2 of this cryptocurrency series covers the acceptance of Bitcoin by early supporters, price appreciation, and growing interest among investors.

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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
What You Should Know About Cryptocurrency

From the birth of Bitcoin to how blockchain functions as the transactional infrastructure is explained in Part 1 of this Basics of Cryptocurrency series.

If the Dollar Weakens, Investors May Want Global Bonds

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

  • September 23, 2021
Thematics Insights: The ESG of Dating Industry

In this modern day of digital love and human relationship, are dating apps deserving of more recognition for their role in facilitating if not fulfilling evolutionary and social needs of humans?

  • July 28, 2021
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Brace Yourself for New Opportunities in Safety

Sam Richmond-Brown, Client Portfolio Manager at Thematics Asset Management, provides insights on the trends that are shaping the Safety investment theme.

  • June 29, 2021
Thematics Spotlight: Subscriptions to Weather All Storms?

Thematics Subscription Economy strategy embodies a well diversified, lowly cyclical portfolio that invests in the winners of tomorrow.

  • June 17, 2021
Volatility Investing by Seeyond: Long vs Short Volatility Investing

Simon Aninat, Volatility expert at Seeyond, provides insights on how long and short volatility strategies can be complementary in a portfolio.

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Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how nearly two decades of thematic and environmental investing have helped hone his skills in identifying the companies that are transitioning towards the future.

Thematics Spotlight: World Day for Safety and Health at Work 2021

In societies undergoing constant transformation, shaken by successive waves of innovation and a global health crisis, occupational health and safety must be a priority for companies around the world more than ever.

  • April 28, 2021
Thematics Spotlight: Valuing Water Today To Preserve Tomorrow

A look at the World water day which is yet another opportunity to raise awareness around the global water crisis.

  • April 25, 2021
Thematics Insights : Water and Wastewater Testing

A look at the water and wastewater testing knowing the growth opportunity from the global pandemic of Covid 19.

  • April 15, 2021
Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • April 13, 2021
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The Glass Ceiling, Piece by Piece

An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.

  • March 30, 2021
Seeyond Market Insights: The Trend is Your Friend

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

  • March 19, 2021
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Blowing Out Subscription Economy Strategy's 1st Candle

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

  • March 18, 2021
Are Digital Currencies the Future of Money?

Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.

  • March 18, 2021
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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
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Volatility Investing by Seeyond: Volatility Risk Premium Strategy

Simon Aninat, portfolio manager and Volatility specialist, provides insights on Seeyond’s short volatility strategy.

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Volatility Investing by Seeyond: Long Volatility Strategies

Simon Aninat, portfolio manager and Volatility specialist , explains Seeyond’s approach to active long volatility strategies.

Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • December 24, 2020
Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
A Changing Landscape: Loomis Sayles Asia High Yield Team Outlook

Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.

  • November 1, 2020
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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
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

  • September 3, 2020
Thematics AM: Investing in the Trends Shaping the Future

Discover Thematics’ investment philosophy and invest in trends that shape the future.

  • August 28, 2020
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
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.

Thematics Manager’s View: What has COVID-19 Meant for Water Investments?

Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.

  • May 28, 2020
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality?

  • May 27, 2020
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Safety: Everywhere, All The Time

Security solutions are everywhere in our daily routine, an ever-growing demand for greater safety and security in all aspect of our lives. Learn more with our experts from Thematics AM.

  • May 12, 2020
The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • May 7, 2020
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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.

  • April 30, 2020
The Long-Term View of Mirova and Natixis Investment Managers on Transition and Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • April 23, 2020
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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.

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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
The SRI Letter from DNCA: Are labels trustworthy?

Impact investment has seen exponential growth in recent years… Discover the in depth analysis from DNCA’s experts.

  • March 16, 2020
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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
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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • January 22, 2020
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
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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
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
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
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
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.

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.

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.