Find out how Mirova’s Jens Peers began his journey in sustainable investing and what keeps him motivated as a portfolio manager.
Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
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.
Aziz Hamzaogullari, Founder & CIO at Loomis Sayles, explains what investing in the long-term means in the light of recent market events.
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.
Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.
Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.
Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.
Senior Portfolio Manager, Walid Azar Atallah, presents the Thematics Subscription Economy Fund.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Many high-quality companies can be unearthed if you are willing to turn over some rocks.
For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?
With investors increasingly wary of greenwashing, Mirova’s Soliane Varlet says engagement is the path to more transparency and a more sustainable future.
Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
How to achieve long-horizon equity growth with lower volatility.
While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.
Find out how Mirova’s Soliane Varlet began her journey in sustainable investing and what keeps her motivated as a portfolio manager.
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.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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.
Our world has changed drastically as a result of technology and globalisation. So, too, must our mindsets as investors.
Cash could soon be a thing of the past. But who stands to win – and who might lose out – when digital payments take over?
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?
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?
Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.
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.
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.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
Megatrends are going to define how we organise our economy, says Jens Peers, CEO and CIO of Mirova US*.
Younger investors aren’t just environmentally aware and digitally savvy, they’re also subscribing to experiences that benefit their long-term wellbeing.
‘Forever chemicals’ in our water-supply can be hazardous to our health. Thankfully, both the public and private sector are tapping into the solutions.
Governments grappling with heightened volatility, insecurity and complexity are having to do more to protect populations and their wealth.
There’s no diluting the importance of water for a sustainable world. Investing in water is vital for tackling climate change and biodiversity loss.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
One of the most pervasive themes in our daily lives can also become a component of portfolio construction.
Allocations are under review amid sustained inflation and a recessionary environment.
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Quantum computers are nearly upon us. Will this lead to a so-called 'Quantum Apocalypse'?
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
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 Asset Management’s Sam Richmond-Brown explains what a differentiated investment opportunity in thematic equity really looks like.
Chris Wallis, CEO and CIO of Vaughan Nelson discusses their Global SMid Cap strategy and why it’s good to be invested now.
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.
Karen Kharmandarian, co-manager for the Thematics AI & Robotics strategy, explains why AI and robotics will continue to influence all aspects of our lives.
Frederic Dupraz, lead manager of the Thematics Safety strategy, explains why the response to emerging threats to our safety create investment opportunities.