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 29, 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
Which asset classes for 2024?

Thomas Planell, portfolio manager at DNCA, provides insights and analysis on the most promising asset classes to invest in for the year 2024.

January 17, 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
For European Investors, Cash is Still Trash

After years of supposed “TINA” – there is no alternative to equities – investors now have a reasonable, relatively risk-free alternative: cash.

October 5, 2023 Financial Professional content – requires login
DNCA Invest Alpha Bonds Fund: A formula for success in fixed income

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.

October 3, 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
What the End of the Bond Bull Market Means for Investors

For the past 30 years investing was a simple game. With bonds and stocks inversely correlated, and with bond yields moving lower from the heady highs of the 1970s a simple combination of stocks and bonds – like a 60/40 portfolio – made sense. Now, however, things have changed.

September 22, 2023 Financial Professional content – requires login
Investing in Bonds. A New Paradigm Requires Fixed Income with a Novel Approach.

After an annus horribilis for bonds last year, 2023 has proven similarly difficult for traditional fixed income investors to navigate.

September 6, 2023 Financial Professional content – requires login
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Loomis Sayles Short Term Emerging Markets Bond Fund

Portfolio Manager, Elisabeth Colleran, presents the Loomis Sayles Short Term Emerging Markets Bond Fund.

July 10, 2023 Financial Professional content – requires login
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Loomis Sayles U.S. Core Plus Bond Fund

Portfolio Manager, Peter Palfrey, presents the Loomis Sayles U.S. Core Plus Bond Fund.

July 10, 2023 Financial Professional content – requires login
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DNCA Invest Alpha Bonds Fund

Senior Portfolio Manager and Deputy CIO, François Collet , presents the DNCA Invest Alpha Bonds Fund.

July 6, 2023 Financial Professional content – requires login
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
3 minutes with… Bertrand Rocher, Mirova

Find out how Mirova’s Bertrand Rocher began his journey in sustainable investing and what keeps him motivated as a portfolio manager.

May 4, 2023 Financial Professional content – requires login
Views from the Collective: Bumps on Fixed Income’s Road Back

Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.

April 25, 2023 Financial Professional content – requires login
Implications of Credit Suisse Takeover by UBS for Bond Investors

Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

March 23, 2023
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Viewpoints: A new dawn for bonds? Fixed income opportunities in 2023

Our experts from Loomis Sayles, Ostrum and Natixis Investment Managers Solutions discuss why some of the opportunities in the fixed income space are the most exciting they’ve been for more than 15 years.

March 13, 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
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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