IML的投資風格保守，注重長線，旨在為客戶提供一致的回報。IML注重質素和價值，採取主動及「由下而上」的方式，以識別、研究及評估在澳洲證券交易所上市的公司。
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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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Alexandre Zilliox, Portfolio Manager at Thematics AM, provides an insightful snapshot of the AI and Robotics landscape.
The big themes driving global equity returns
AI, obesity, renewables and international supply chains are some of the long-term themes driving Mirova’s global equity investing.
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