Active Management
Customized Equity Portfolios Invest for Racial Equality
Learn about our Racial Equity investment approach that uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Paths to Net Zero by 2050 in Focus at Bloomberg Sustainable Summit
Business, finance, and government experts consider the path to net zero at Bloomberg’s Sustainable Business Summit – Focus on Finance.
Green Vision: Travel Through Tech Odyssey
Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.
Valuations and Fundamentals: A Historical Perspective
While P/E ratios are still close to their historic highs, equities remain attractive when adjusting for interest rates and a different fundamental backdrop.
- December 9, 2021
- David T. Reilly
Green Bonds: The Revolution in Fixed Income
Mirova team members detail green bond basics, accelerating issuance, challenges, and their thoughtful methodology aimed to uncover only issues displaying integrity and ambition.
Opportune Time to Revisit REITs
REITs can provide a diversified source of income, an inflation hedge and growth potential – but they are often missing from investor portfolios.
- December 7, 2021
- Gregory V. Kanarian
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Who Are the Builders of a Sustainable World?
Jens Peers, CEO of Mirova US, explains his team’s approach to identifying opportunities and why sustainability is an important driver of outperformance.
David Herro on Value Catalysts in Global Markets
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
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 in a Reopening World with Bill Nygren
CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.
A New Green Deal with Suzanne Senellart from Mirova
Mirova portfolio manager points out that as human activity threatens the planet, innovative green solutions are driving the transition to carbon neutrality.