With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.
Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.
Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.
Natixis Investment Managers Solutions latest thinking on what’s moving markets.
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
What President Biden’s first 100 days have told us about his priorities, how US-China relations may be, and which policies might impact global markets are analyzed.
Despite the health situation remaining complex, the economic outlook is improving.
As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Loomis, Sayles & Company’s Senior Macro Strategies Analyst Craig Burelle presents his 2021 investment outlook.
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.
Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.
Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.
As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.
Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
As the world economy has already reached its pre-crisis level, an almost complete catch-up of the lost ground in terms of growth becomes more plausible.
A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.
Taking a look at what trends worked well in 2020.
Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Talk of a market bubble abounds and has for some time. Rather than track headlines, investors may want to consider risk appetite and guidance from the Fed.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.
Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.
Inflation is unlikely to be a concern amid an accommodative monetary environment, while risk assets remain attractive despite the risk of reversals, writes Esty Dwek of Natixis IM Solutions.
A diminishing pool of suitable investment opportunities has led to an increased focus on illiquids and other alpha sources. Where might we find some solutions? In this video, Kyra discusses the diversification benefits of including securitized debt in a portfolio.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
With the pandemic’s cloud over company fundamentals not moving any time soon, uncertainty over valuations are likely to add to potential volatility, writes Seeyond’s Nicolas Just.
Healthcare spending and government balance sheets are just two of the pandemic responses likely to last for some time, writes Mirova’s Amber Fairbanks.
Private market allocations and the maturing of ESG will take their place as the market seeks innovative solutions, writes MV Credit’s Nicole Downer.
Uncertainty defines the tentative recovery, but changing consumption habits and strengthening ESG data present opportunities, writes Ossiam’s Etienne Vincent.
Investors to turn to increasingly inventive approaches in search of yield amid a calming political and medical picture, write Ostrum’s Stéphane Déo and Philippe Berthelot.
Pent-up demand unlocked and the revival of Chinese growth are causes for optimism for 2021, with strong performances across sectors and markets likely, writes Craig Burelle.
A look at the recent China defaults: what happened and what can be expected in 2021.
The transition to renewable power has raised concerns among investors with stakes in utilities supported by more conventional power generation facilities.
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, provides insights on international markets and near-term outlook.
Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.
Oliver Bilal, Head of international Sales & Marketing at Natixis Investment Managers explains why finding innovative ways of working with colleagues and clients has been essential.
A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.
While the health crisis is ongoing, the prospects of vaccines suggest the beginning of the end of the pandemic.
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.
With less than two weeks to go before the US elections, polls are pointing to a Biden victory, though a Trump comeback cannot be excluded.
A quarterly look at data and topics in the syndicated loan market.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
In the midst of conflicting market signals, Seeyond provides its quantitative market analysis and outlook.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card.
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.
What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.
As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.
Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.
Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management.
Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.
A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.
Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.
Aziz Hamzaogullari, Chief Investment Officer and founder of the Growth Equities Strategies team at Loomis Sayles talks about how to protect your portfolio in market crisis.
With the world dealing with the impact of COVID-19, our Head of Global Market Strategy looks at three possible scenarios that could to unfold in the economy and markets.
Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
The rally in equities can continue, although decent earnings results will be needed to maintain momentum.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.