Into the Heart of ESG

Jens Peers, CEO, CIO and portfolio manager at Mirova US, discusses the factors that influence the longer-term sustainability game

  • 2020年7月9日
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Investing Across Fixed Income with Loomis Sayles

Navigating bond markets in not easy. With Loomis Sayles, investors gain access to renowned research and portfolio management capabilities.

  • 2020年6月25日
Transformational Technology

Technology is revolutionising sometimes decades-old processes and enabling teams to do more with less.

  • 2020年6月16日
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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 1)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

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Satellites to Core: The Future of Thematic Funds in Asset Allocation (part 2)

Thematics Asset Management’s Karen Kharmandarian spoke to Citywire Selector’s Chris Sloley about the potential for thematic funds to become a building block in asset allocation.

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COVID19: ESG Makes a Difference

Anne-Laurence Roucher, Esty Dwek, Arnaud Bisschop and Harald Walkate share opinions on why ESG investing is a means to mitigate risk and improve long-term performance.

  • 2020年6月1日
Thematics Manager’s View: What has Covid-19 Meant for Water Investments?

Discover why this crisis has been different and why Thematics AM experts expect the sector’s proven, long-term resilience to shine through.

  • 2020年5月28日
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

  • 2020年5月27日
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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.

  • 2020年5月12日
Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

Diversification Matters: Achieving Better Balance

Spreading your investments across asset classes can help to balance risk and return potential, and avoid surprises when market corrections occur.

  • 2020年5月8日
The safety market: an opportunity for investors

Within the current context of a global pandemic, safety considerations have become all the more obvious, impacting the way we think, interact and live our daily lives.

  • 2020年5月7日
Thematics Insights: Why Are Subscriptions So Attractive?

Both consumers and businesses are subscribing more and more to products and services. This Insight shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • 2020年5月5日
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Q&A with Jens Peers, Mirova – Serious About Sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • 2020年4月30日
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

  • 2020年4月17日
The Long-Term View of Mirova and Natixis Investment Managers on Sustainability

Three decades of sustainable investment experience within Mirova, an affiliate of Natixis Investment Managers.

  • 2020年4月15日
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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.

  • 2020年3月25日
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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.

  • 2020年3月24日
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth

  • 2020年2月12日
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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • 2020年1月22日
Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

  • 2019年11月9日
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In 10 Years' Time Will All Portfolios Be ESG Portfolios?

Where should investors be turning to as they look to diversify their portfolios? It’s a bold question but consider the growing demand for everything ESG over the last 12 months.

  • 2019年9月13日
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Thematics – A True Source of Diversification?

In the future, will everyone be investing in megatrends? And who benefits from shifts in demographic, innovation, globalisation and scarcity?

  • 2019年9月11日
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Alternatives – Will They Become a Future Core Allocation?

Once considered an exotic delicacy, we’re seeing investors increasingly embracing alternative investments.

  • 2019年9月11日
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.

  • 2019年8月9日
Short Is the New Long: Managing Risk and Diversification

Portfolio Manager Kathryn Kaminski on how trend-following strategies can help manage risk and diversification by going long and short on various assets.

  • 2019年5月23日
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

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Institutional Investor Survey: Preparing for a Market Shift

Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.