Thematics Asset Management is a dedicated equity investor in innovative thematic strategies, which include Water, Safety, Artificial Intelligence & Robotics, the Subscription Economy and Wellness. It invests in a collection of markets that have the potential to grow at a rate superior to that of the broader global economy due to the long-term secular growth drivers that underpin them. It integrates ESG principles in its portfolio construction process.
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Equity themes for the next decade
The applications for AI are undeniably exciting, yet other long-term equity themes pack plenty of investment potential.
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Safety first: outlook for 2025
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Has the Robotics & AI hype train run out of track?
Alexandre Zilliox, Portfolio Manager at Thematics AM, provides an insightful snapshot of the AI and Robotics landscape.
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Assets under management (“AUM”) as of December 31, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.