While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.
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.
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.
Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
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.