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.
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.
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?
Thomas Planell, portfolio manager at DNCA, provides insights and analysis on the most promising asset classes to invest in for the year 2024.
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.
Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
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.
Loomis Sayles argues against three major misconceptions around ESG investing in the EM corporate space.
Find out how Ostrum’s Nathalie Pistre began her journey in sustainable investing and what keeps her motivated as Head of Research & SRI.
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.
After years of supposed “TINA” – there is no alternative to equities – investors now have a reasonable, relatively risk-free alternative: cash.
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.
Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.
Find out how Mirova’s Mathilde Dufour began her journey in sustainable investing and what keeps her motivated as head of sustainability research.
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.
After an annus horribilis for bonds last year, 2023 has proven similarly difficult for traditional fixed income investors to navigate.
Portfolio Manager, Elisabeth Colleran, presents the Loomis Sayles Short Term Emerging Markets Bond Fund.
Portfolio Manager, Peter Palfrey, presents the Loomis Sayles U.S. Core Plus Bond Fund.
Senior Portfolio Manager and Deputy CIO, François Collet , presents the DNCA Invest Alpha Bonds Fund.
Find out how Mirova’s Agathe Foussard began her journey in sustainable investing and what keeps her motivated as a portfolio manager.
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
For sustainable investors, navigating the regulatory and political landscape has become a real challenge in recent years. What does the future hold?
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.
While COP15 paved the way for new regulations, achieving zero biodiversity loss by 2030 requires a concerted effort among investors and consumers alike.
Find out how Mirova’s Bertrand Rocher began his journey in sustainable investing and what keeps him motivated as a portfolio manager.
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
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.
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.
Not all green bonds are created equal. Thankfully, some managers will only invest in an issuer if the impacts are sufficiently clear and achievable.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.