European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.
By almost any measure, 2022 was a tough year for fixed income investors. As inflation spiked to extreme highs and Central Banks scrambled to play catch-up to contain it, so-called “safe haven” bonds were caught in the crosshairs.
Paris-based macro specialist, DNCA Invest, explain the benefits of absolute return bond funds – and why they may continue to help savvy investors find uncorrelated returns in a challenging environment.
Our thematic equity investments offer global exposure and track disruptive secular growth themes including safety, water, and AI and robotics.
Delve into our collection of thematic and sustainable investing topics that everyone’s talking about. We’ll tell you what you need to know today and explain why everyone will still be talking about these topics tomorrow.