Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.