Specialized Investment Managers, Diverse Investment ExpertiseLatest Insights
Manager point of view: Clear opportunities
Simon Gottelier, co-manager for the Thematics Water strategy, explores how some companies are addressing global imbalances in water supply and demand.
Market Perspectives: Reasons for Cautious Optimism
A look at recent capital market performance across asset classes and a near-term market forecast.
Geopolitics and Portfolios: Assessing the Turbulence
A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term
Markets View More
Defensive Moves for Late Cycle Fixed Income Markets
A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.
Preparing Portfolios for Interest Rate Uncertainty
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
Understanding a Low Inflation, Slow Growth World
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Portfolio Construction View More
Manager Point of View: 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.
As Volatility Disappeared in Early 2019, Advisors Moved Back into Equities
As volatility eased in 2019, advisors took on more risk in their portfolios, according to the Latin American & US Offshore Advisors Portfolio Barometer.
Manager point of view: 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.
Research View More
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
6 Insights About Millennial Investors
Our research reveals why assumptions about Millennial investors may be all wrong.
Latin America has the Greatest Global Demand for ESG Investments
Latin American investors have strongest appetite for ESG investments, and say they offer them the best of both worlds.
ESG View More
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
The Worth of Water Security for Sustainable Companies
Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.
Fixed Income Solutions: Green Bond Opportunities Sprouting Up
A look at green bond opportunities that allow investors to pursue income and make an impact with their portfolios.