Equities
3 minutes with… Jens Peers, Mirova
Find out how Mirova’s Jens Peers began his journey in sustainable investing and what keeps him motivated as a portfolio manager.
3 minutes with… Mathilde Dufour, Mirova
Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Supply Chains and Sustainability
The next decade will see technology enable us to replace our dependency on certain critical materials and redefine supply chains so that electrification opportunities are enhanced all over the globe, says Mirova’s Jens Peers.
Viewpoint - Loomis Sayles: Growth Equities And Long-Term Investing
Aziz Hamzaogullari, Founder & CIO at Loomis Sayles, explains what investing in the long-term means in the light of recent market events.
Global Investment Opportunities in the Energy Transition
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
Mirova Global Sustainable Equity Fund
Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.
Thematics Safety Fund
Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.
Thematics Meta Fund
Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.
Thematics Water Fund
Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.
Thematics Subscription Economy Fund
Senior Portfolio Manager, Walid Azar Atallah, presents the Thematics Subscription Economy Fund.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Emerging Market Opportunities Abound
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
Views from the Collective: Where Next for Sustainable Investing?
For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?
Engaging Companies for the Long Term
With investors increasingly wary of greenwashing, Mirova’s Soliane Varlet says engagement is the path to more transparency and a more sustainable future.
Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
Why Everyone’s Talking About… Artificial General Intelligence
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Growth Investing is Not a Race
How to achieve long-horizon equity growth with lower volatility.
How to Invest in Biodiversity
While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.
3 minutes with… Soliane Varlet, Mirova
Find out how Mirova’s Soliane Varlet began her journey in sustainable investing and what keeps her motivated as a portfolio manager.
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.
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.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Unstoppable Megatrends: What Are the Compelling Investment Opportunities in Today’s World to Consider?
Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.
Future of Money: Is Cash an Endangered Species?
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
Future of Reality: Is the Metaverse Just the New Internet?
There’s plenty of debate about whether ‘the metaverse’ is the next version of the internet. But what is it? And where are the opportunities for investors?
Future of Work: Will AI Change the Workplace Forever?
One way that artificial intelligence promises to revolutionize the world is by changing the workplace. But what will work really look like in the future?
Water as an Investment
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
Viewpoints: Equities – Climbing the wall of worry
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
After the Annus Horribilis, How are Prospects for European Smid Caps?
The negative catalysts (the strong dollar and the underperformance of sectors overrepresented in the smid cap universe) are fading, which should facilitate a return to favour for the asset class.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Sustainable Equities Outlook: Solutions Needed for a Changing World
Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.
Future of Investing: Subscribed to Health and Wealth
Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.
Future of Hygiene: The Toxic Chemicals Tainting our Water
‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.
Future of Security: Cyber Risk in a Connected World
Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.
Future of Water: The Climate-Biodiversity Connection
There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Digital and Personal Safety: A Broad and Diversified Investment Theme
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Investing in Volatile Times
Allocations are under review amid sustained inflation and a recessionary environment.
A Low Volatility Approach to Emerging Markets
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Why Everyone's Talking About… The Quantum Apocalypse
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
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.
Vaughan Nelson: Global SMid Cap Equity Strategy
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
Loomis Sayles: An update on portfolio changes in the growth equity strategies
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
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.
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.