All back to bonds?

Will 2024 confirm 2023’s comeback of bonds? Alexandre Caminade, CIO, Core Fixed Income and Liquid Alternatives at Ostrum Asset Management, answers this burning question for fixed income investors.

April 26, 2024 Financial Professional content – requires login
Sustainable Investing: Still playing the long game?

Geopolitics coupled with underperformance has contributed to an ESG backlash in recent years. Meanwhile, clients have become more discerning about the credibility of sustainable investments. So, what’s next for ESG?

April 26, 2024
Global Corporate Bonds – Attractive Yields but Thin Risk Premium

Yields are attractive for global corporate bonds, however the risk premium is thin, investors should exercise caution.

April 19, 2024
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Ripple effects Duration risk, Inflation fears and benefits of ballast

Loomis Sayles portfolio manager, Andrea Dicenso, gives her outlook for fixed income – and explains where they’re finding opportunity.

April 19, 2024 Financial Professional content – requires login
Mirova B(ey)ond Green - Sustainable bond investments: What's new?

After a slowdown in 2022, green bonds are expanding again, whilst SLBs are down 25%.

April 11, 2024
Mirova B(ey)ond Green - How can the emergence of ‘transition finance’ boost the market for labelled bonds?

Mirova believes that the development of green bonds issued by companies operating in sectors that are difficult to decarbonise offers an excellent opportunity to boost the labelled debt market and deliver on the promise of sustainable economic transformation.

April 11, 2024
Mirova B(ey)ond Green - Chemistry, the ugly duckling of ESG...shunned by markets in 2023

The chemical industry is one of the sectors most dependent on fossil inputs, which account for fully a third of the industrial sector's CO2 emissions.

April 11, 2024
Fixed Income: Watch out for the tail risk of geopolitics

Conflict in the Middle East. Russia’s war with Ukraine. A trade war between the US and China. Geopolitics shouldn’t necessarily be a source of concern for investors, but in 2024 it has all the potential to translate into market volatility.

April 8, 2024
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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Jack Janasiewicz
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Why Ostrum for Fixed Income?

With 23 credit analysts, 48 portfolio managers, and 4 macro specialists – all with an average experience of nearly 20 years – Ostrum AM are experts at what they do. Matthieu Mouly, Head of Business Development, explains how the $400bn manager helps their global client base meet their needs.

March 27, 2024 Financial Professional content – requires login
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Why Mirova for Fixed Income?

A pioneer in social and green bond investing since 2012, Mirova remain at the forefront of sustainable fixed income investing. Bertrand Rocher, Co-Head of Fixed Income, explains what makes Mirova unique.

March 26, 2024 Financial Professional content – requires login
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Why DNCA for Fixed Income?

True macro specialists, DNCA offers a range of fixed income solutions that help investors navigate markets – whatever happens. Deputy Fixed Income CIO, Francois Collet, explains their highly nimble, truly active approach to fixed income and credit.

March 26, 2024 Financial Professional content – requires login
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Where Next for Fixed Income?

Bertrand Rocher, co-head of fixed income at Mirova, discusses why he believes markets have over anticipated the central banks’ appetite for rate cuts and the differences between Europe and the US.

March 26, 2024 Financial Professional content – requires login
3 minutes with… Matthieu Mouly, Ostrum AM

Find out how Ostrum AM’s Matthieu Mouly began his journey in sustainable investing and why a focus on sustainability is a primary motivation for him in his role.

March 7, 2024
How Cities Use Finance to Manage Climate Change

Urbanisation, ageing populations, and climate change are piling pressure on cities around the world to adapt, and the solutions require both changes in public policy and innovative private sector investment.

March 6, 2024
Fixed income in flux – The case for a new outlook

Francois Collet, Deputy CIO for fixed income at DNCA discusses his current outlook for markets, what could upset this view why he believes that nimbleness and true diversification will be essential in the current market.

February 29, 2024
Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024 Financial Professional content – requires login
Loomis Sayles on Loans - 31 Dec 2023

A quarterly look at data and topics in the syndicated loan market.

January 12, 2024 Financial Professional content – requires login
Views from the Collective: Return of the Prodigal Yield

After decades of low, and in some cases negative yields, investors have begun to grapple with how to build portfolios in a world in which yield has come back into fashion.

January 5, 2024 Financial Professional content – requires login
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Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

January 2, 2024
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

December 15, 2023 Jack Janasiewicz - Garrett Melson
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The Forecast for Fixed Income

Our experts from DNCA, Loomis Sayles, and Ostrum discuss the outlook for fixed income and where they see specific opportunities across different grades, duration, and regions.

December 13, 2023 Financial Professional content – requires login
EM Corporates & ESG: A Surprisingly Strong Opportunity Set

Loomis Sayles argues against three major misconceptions around ESG investing in the EM corporate space.

November 28, 2023 Financial Professional content – requires login
3 minutes with… Nathalie Pistre, Ostrum

Find out how Ostrum’s Nathalie Pistre began her journey in sustainable investing and what keeps her motivated as Head of Research & SRI.

November 9, 2023
3 minutes with… Nathalie Beauvir-Rodes, Ostrum

Find out how Ostrum’s Nathalie Beauvir-Rodes began her journey in sustainable investing and what keeps her motivated as Head of Sustainable Bond Research and Analysis.

October 31, 2023 Financial Professional content – requires login
Fixed Income: Are individual investor fears justified?

Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.

September 22, 2023
3 minutes with… Mathilde Dufour, Mirova

Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.

September 22, 2023
3 minutes with… Agathe Foussard, Mirova

Find out how Mirova’s Agathe Foussard began her journey in sustainable investing and what keeps her motivated as a portfolio manager.

June 28, 2023 Financial Professional content – requires login
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Fixed Income Outlook: More Yield to Be Had?

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

June 26, 2023
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

May 24, 2023 Matthew J. Eagan
Views from the Collective: Where Next for Sustainable Investing?

For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?

May 22, 2023
Markets and Motivations for Green Bonds

In 2022, green bond volumes fell year-on-year for the first time in a decade. Mirova’s Bertrand Rocher and Agathe Foussard explain why 2023 looks brighter.

May 11, 2023
How to Invest in Biodiversity

While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.

May 8, 2023 Financial Professional content – requires login
How Green are Green Bonds?

Not all green bonds are created equal. Thankfully, some managers will only invest in an issuer if the impacts are sufficiently clear and achievable.

March 9, 2023
Why Everyone's Talking About… Bonds

The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

March 8, 2023
Are Senior Loans Set to Shine?

It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.

Common Misconceptions About Bank Loans and Why They Can Still Make Sense

An update on the bank loan market and why bank loans can provide insulation against potential interest rate increases.

August 13, 2021 Financial Professional content – requires login
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The Search for Risk Efficient Yield

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.

January 4, 2021 Financial Professional content – requires login
2019 Natixis Global Survey of Individual Investors

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

July 15, 2019