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
Annual Market Review & Outlook – Private Assets - 2024: Mirova

Mirova presents its outlook for private markets in 2024.

February 16, 2024
2024 Fund Selector Outlook

Fund selectors see an unfamiliar investment landscape in 2024.

February 5, 2024 Dave Goodsell
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.

February 5, 2024 Hervé Guez - Jens Peers
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.

February 2, 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
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2024: Out of the shadows… but surprises in store?

If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.

January 29, 2024 Financial Professional content – requires login
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.

January 24, 2024
Why Everyone’s Talking About… Market Timing

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

January 23, 2024
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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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023
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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
2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

December 5, 2023 Dave Goodsell
Why Everyone’s Talking About… European Equities

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?

October 27, 2023
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
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
Natixis IM Solutions – Market Review – July 2023

Latest global market reviews from Natixis Investment Managers Solutions.

August 15, 2023 Financial Professional content – requires login
2023 Strategist Outlook: Turn the Page

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

July 24, 2023 Dave Goodsell
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ESG – Short-Term Trends, Long-Term Evolution

Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.

July 17, 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
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Monthly Viewpoints: Relief? Rebound? Risk? The Outlook for H2

Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.

June 19, 2023 Financial Professional content – requires login
Why Everyone’s Talking About… Artificial General Intelligence

We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

May 24, 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
Why Everyone’s Talking About… Stagflation

Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

May 3, 2023
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
Views from the Collective: What follows the bank failures?

While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

April 14, 2023
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
Can Confidence in the Financial System Be Restored?

As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

March 21, 2023 Jack Janasiewicz - Garrett Melson
Failing Banks: How Long and Disruptive Will It Be?

Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

March 20, 2023 Jack Janasiewicz - Garrett Melson
Can the ECB Teach an Old Dog New Tricks?

What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?

March 15, 2023 Financial Professional content – requires login
Why Everyone's Talking About… Silicon Valley Bank

Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?

March 14, 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
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Ossiam: Market Outlook 2023

“Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam

March 2, 2023 Financial Professional content – requires login
2023 Fund Selector Outlook

Fund selectors look to balance challenging markets and evolving client needs.

February 13, 2023 Dave Goodsell
DNCA – 2022 Overview & 2023 Outlook

DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.

February 3, 2023 Financial Professional content – requires login
2023 Institutional Outlook

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

December 6, 2022 Dave Goodsell
Retirement Sentiment Among High Net Worth Investors

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

October 17, 2022 Dave Goodsell
2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

February 7, 2022 Dave Goodsell
2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

December 7, 2021 Dave Goodsell
2021 Fund Selector Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

February 17, 2021 Dave Goodsell
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

November 19, 2020 Aziz V. Hamzaogullari Financial Professional content – requires login
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Artificial Intelligence & Robotics: An Exponential Growth

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

September 4, 2020 Financial Professional content – requires login
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

May 28, 2020 Financial Professional content – requires login
2019 Global Survey of Professional Fund Buyers

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

April 3, 2020
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

February 12, 2020 Financial Professional content – requires login
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.

February 6, 2020 Financial Professional content – requires login
2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

December 4, 2019
Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

August 8, 2019 Dave Goodsell
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

April 4, 2019
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

March 4, 2019
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

July 2, 2018 Financial Professional content – requires login
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

June 15, 2018
Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

December 5, 2017
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

May 4, 2017