Economy
Annual Market Review & Outlook – Private Assets - 2024: Mirova
Mirova presents its outlook for private markets in 2024.
Annual Market Review & Outlook – Listed Assets - 2024: Mirova
Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.
2023 Review & 2024 Outlook – DNCA
After a resilient 2023, all the ingredients seem to be in place for a recession to be avoided in 2024, without giving rise to any hopes of vigorous growth.
Investment Outlook: Loomis Sayles
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Macro Corner: What’s in store for Q4?
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.
Searching for Growth in Emerging Markets
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
Why Everyone's Talking About… Recession
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Sustainable Finance: Ringing in a Second Chance
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.