The new strategy builds on the asset manager’s existing megatrends strategy, with a focus on three trends.
Tag: Thematic investing
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Schroders tips three themes for strategic allocations
Demographics, decarbonisation and deglobalisation are each compelling sources of new investment opportunities.
Thematic investment series: Innovative transformation cuts across “old” and “new” economy companies
The interaction of human ingenuity, innovation and the tackling of imbalances creates investment themes. These can be pervasive and compelling, such as digitalisation, climate change, energy transition and healthcare transformation.
Natixis IM to introduce “subscription” theme in Asia
Thematics AM now manages $1.3bn in thematic strategies since the firm launched in 2019.
Investing in the trends shaping the future
Thematics Asset Management, a Natixis IM affiliate, identifies long-term secular themes that it believes will outperform the broader market.
