Market Outlook
Natixis IM Solutions – Market Review – July 2023
Latest global market reviews from Natixis Investment Managers Solutions.
Investment Outlook: Loomis Sayles
Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.
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.
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.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
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.
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.
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.
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.
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’.
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.
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.
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.
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.
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.
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?
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?
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.
Yield Opportunities Now in Fixed Income Markets
With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.
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
2023 Fund Selector Outlook
Fund selectors look to balance challenging markets and evolving client needs.
Viewpoints: Equities – Climbing the wall of worry
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
DNCA – 2022 Overview & 2023 Outlook
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
Corporate Health Weakens as Pricing Power Falls Sharply
Loomis Sayles’ Senior Macro Strategies Research Analsyt, Craig Burelle, takes a look at the corporate sector and the implications of a lowering in pricing power.
Fixed Income Portfolios: Time to Build a Yield Advantage
After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.
Emerging Markets Debt: China Takes Center Stage
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
Thematics: Market Outlook 2023
How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.
Global Credit Outlook: Cautious on Turbulence & Technicals
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
Sustainable Investing Trends for 2023 and Beyond
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
Viewpoints: Rising Rates, Inflation, Recession - How to navigate 2023?
Fixed Income in focus with François Collet, Portfolio Manager, Fixed Income at DNCA, Bertrand Rocher, Co-Head of Fixed Income & Portfolio Manager at Mirova and Tom Fahey, Co-director of macro strategies at Loomis, Sayles & Company.
What are the Key Challenges of the Global Financial Institutions in 2023?
In this short interview, Martin Herbon, Head of Global Financial Institutions talks about his client's challenges but also opportunities in 2023.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
2023 Institutional Outlook
Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
What Factors Will Drive Fixed Income Markets in 2023?
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
Investing in Volatile Times
Allocations are under review amid sustained inflation and a recessionary environment.
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.
Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis
John Levy, Senior Sovereign Analyst at Loomis Sayles, talks about the recent developments within the UK market.
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.
2022 Fund Selector Outlook
Fund selectors look past Covid to bigger risks in 2022.
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!”
2021 Fund Selector Outlook
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
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.
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.
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.
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.
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
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.
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.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Investing in the Age of Sustainable Development Goals
A tailored investment approach reconciling economic, environmental, and social value creation.
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.
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?
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.