Equities

Why Thematics for equities

6月 24, 2024 - 2 分鐘的閱讀時間

Chief Investment Officer – Thematics Asset Management

Karen Kharmandarian, CIO and Portfolio Manager, explains why investors should consider the Paris-based boutique for their equity investing

Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. Please read the prospectus and Key Investor Information / Product Highlight Sheet carefully before investing.

Equities

Shifting growth drivers, and the search for durable winners

Loomis Sayles’ Aziz Hamzaoguallari discusses his current market outlook, market timing and what he looks for in long-term winners

Equities

Three underrated global equity thematics with exciting long-term potential

Artificial Intelligence has driven markets to new highs, but three other underrated thematics could offer equivalent long-term opportunities says Jens Peers, CIO of Mirova US.

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Equities

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.

Why Thematics for equities

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