Investment

In-depth reporting and commentary on the investment industry. IPE team offer regular insight and analysis on the latest developments along with heavyweight interviews and data analysis

Karen Kharmandarian

Thematics Asset Management’s CIO on themes and investment challenges

By

Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.

Per-Otto Wold

Modelling shows net-zero investing can be profitable

May 2024 (Magazine)By

Since the acceptance of the Paris Agreement in 2015, which bound nations to a legal commitment to reduce global temperatures, there has been a clear shift towards net-zero investing. While socially responsible investments are crucial for the mitigation of climate change, recent calls to row back on ESG funds suggest some hesitation. 

In Depth

Net sentiment equities

IPE Quest Expectations Indicator - May 2024

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EU parliamentary elections are approaching fast. Current polls predict a shift to the right, with the current centrist parties remaining dominant and the extremist right overtaking the Euro­sceptics. US President Donald Trump is still liable to be convicted in a criminal case, but his poll figures are rising. 

The yen hits lows not seen against the dollar since the 1990s

US economy continues to surprise

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The resilience of the US economy continues to confound observers. The Federal Reserve’s 11 hikes in interest rates over the course of 2022 and 2023 were implemented to rein in economic strength and to stifle inflation. Scroll forward to the second quarter of 2024 and both inflation and economic activity are still higher than expected.  

Per-Otto Wold

Modelling shows net-zero investing can be profitable

By

Since the acceptance of the Paris Agreement in 2015, which bound nations to a legal commitment to reduce global temperatures, there has been a clear shift towards net-zero investing. While socially responsible investments are crucial for the mitigation of climate change, recent calls to row back on ESG funds suggest some hesitation.