Equities
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.
US Equities: Mind the gap
Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.
Market Drivers and Value in Global Equities
What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.
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.
Value and Growth: Two Sides of the Same Coin?
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
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.
Managing Market Exuberance with Hollie Briggs from Loomis Sayles
Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
The Private Investigator of Asset Management
Daniel Nicholas, Harris Associates discusses why pinpointing the true value of a quality stock is like an investigative job.
Biodiversity and Water... Two Sides of the Same Coin
Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?
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.
Equity Outlook: Get Ready for Volatility & Value Plays
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
The Importance of the Long Term for the ESG-conscious Investor
Long-term value investors Harris Associates, takes a thoughtful approach to the interests of both shareholders and stakeholders.
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.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
Vaughan Nelson Select: Why, How, What
Equity Analyst Adam Rich talks about how Vaughan Nelson Select takes a concentrated, active approach to equity opportunities.
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.
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.
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.