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.

September 22, 2023 Financial Professional content – requires login
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.

September 22, 2023
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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.

September 12, 2023 Jack Janasiewicz - Garrett Melson
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.

August 8, 2023
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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.

July 28, 2023 Financial Professional content – requires login
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.

July 24, 2023 Financial Professional content – requires login
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Mirova Global Sustainable Equity Fund

Portfolio Manager and CIO, Jens Peers, presents the Global Sustainable Equity Fund.

July 6, 2023 Financial Professional content – requires login
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Thematics Safety Fund

Portfolio Manager, Matthieu Rolin, presents the Thematics Safety Fund.

July 6, 2023 Financial Professional content – requires login
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Thematics Meta Fund

Portfolio Manager and CIO, Karen Kharmandarian, presents the Thematics Meta Fund.

July 6, 2023 Financial Professional content – requires login
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Thematics Water Fund

Senior Portfolio Manager, Simon Gottelier, presents the Thematics Water Fund.

July 6, 2023 Financial Professional content – requires login
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Thematics Subscription Economy Fund

Senior Portfolio Manager, Walid Azar Atallah, presents the Thematics Subscription Economy Fund.

July 6, 2023 Financial Professional content – requires login
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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.

June 19, 2023 Financial Professional content – requires login
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?

June 7, 2023
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.

May 31, 2023 Financial Professional content – requires login
Loomis Sayles Sakorum Long/Short Growth Equity Strategy Exposure Report

Strategy Exposure report for the Loomis Sayles Sakorum Long/Short Growth Fund

May 31, 2023 Financial Professional content – requires login
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.

May 24, 2023
Growth Investing is Not a Race

How to achieve long-horizon equity growth with lower volatility.

May 23, 2023 Financial Professional content – requires login
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.

May 8, 2023 Financial Professional content – requires login
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.

May 4, 2023 Financial Professional content – requires login
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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
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 24, 2023
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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.

March 8, 2023
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?

March 6, 2023
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?

March 1, 2023
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?

February 24, 2023
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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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.

February 7, 2023 Financial Professional content – requires login
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.

February 1, 2023 Financial Professional content – requires login
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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.

January 13, 2023 Jens Peers
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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.

December 21, 2022 David G. Herro
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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*.

December 19, 2022 Jens Peers Financial Professional content – requires login
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.

December 9, 2022
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.

December 9, 2022
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.

December 9, 2022
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.

December 9, 2022
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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.

November 30, 2022
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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.

October 27, 2022 Financial Professional content – requires login
Investing in Volatile Times

Allocations are under review amid sustained inflation and a recessionary environment.

October 25, 2022 Financial Professional content – requires login
A Low Volatility Approach to Emerging Markets

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

October 25, 2022 Financial Professional content – requires login
Why Everyone's Talking About… The Quantum Apocalypse

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

September 27, 2022
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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.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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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.

June 28, 2022
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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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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.

January 14, 2021 Financial Professional content – requires login
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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.

May 28, 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