Mirova presents its outlook for private markets in 2024.
Fund selectors see an unfamiliar investment landscape in 2024.
Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
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?
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.
Latest global market reviews from Natixis Investment Managers Solutions.
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
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.
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.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?