Introduction to Restructuring Series Introduction to Restructuring Series

Over the course of this restructuring series, MV Credit will explore the lessons learnt in private debt for 20 years as well as the key pillars of minimising the impact of credit losses on risk-adjusted returns

  • June 24, 2020
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How Well Will the Private Equity Markets Withstand the Crisis? How Well Will the Private Equity Markets Withstand the Crisis?

Chances of success are higher for sector specialist funds with low leverage and enhanced operational skills.

Volatility Hedging: from Theory to Reality Volatility Hedging: from Theory to Reality

Downside protection really paid off in 2020. But it’s not as simple as buying the VIX.

The Folly of the Fetish for Liquidity The Folly of the Fetish for Liquidity

Why DC schemes may need to rethink their default options

Are Your Leveraged Loans Performing? Are Your Leveraged Loans Performing?

Amid high market stress robust strategies can continue to deliver

The Decline of the Distressed Debt Investor? The Decline of the Distressed Debt Investor?

In times of an economic slowdown where businesses are fighting to stay alive, a distressed debt investor has a potentially fertile hunting ground.

  • May 22, 2020
Natixis IM Solutions - Market Review April 2020 Natixis IM Solutions - Market Review April 2020

Following the March sell-off, markets rebounded strongly in April, despite dismal economic data, as large fiscal and monetary stimulus helped lift sentiment

  • May 19, 2020
Why Has Making an Impact Been Made so Hard? Why Has Making an Impact Been Made so Hard?

Despite regulatory changes relating to ESG and Impact Investing, Trustees are still none the wiser about how to account for climate change in their scheme’s SIPs.

Sustainability investing beyond Covid-19
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Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals why his strategy has held up well against global equity indices during the crisis and suggests why some ESG strategies outperform over the long term.

  • May 14, 2020
Vauban’s Core Infrastructure Financing Vauban’s Core Infrastructure Financing

Creating value and enhancing asset resilience with a long-term approach.

  • May 12, 2020
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Three Questions on Credit: Corporate Debt & Downgrades Three Questions on Credit: Corporate Debt & Downgrades

How much of the IG market is likely to be downgraded? Possibly a lot more than anticipated just over a month ago.

  • May 12, 2020
COVID-19: The road to recovery COVID-19: The road to recovery

The quickest, sharpest decline in history has been followed by the quickest, sharpest rebound, so the question now is: Where do we go from here? In this paper we take a look back at the history books and call on some veterans of the industry to help understand what the road to recovery might look like.

  • May 6, 2020
Covid-19: What is the impact on Commercial Real Estate Debt in Europe? Covid-19: What is the impact on Commercial Real Estate Debt in Europe?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the real estate debt.

  • May 5, 2020
Covid-19 : What is the impact on the aviation market? Covid-19 : What is the impact on the aviation market?

Ostrum Private Debt Real Assets team looks into the impacts of the Covid-19 crisis on the aircraft debt.

  • May 4, 2020
Loomis Sayles - Growth Equity Alpha Thesis 2020 Loomis Sayles - Growth Equity Alpha Thesis 2020

For investors, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision-making can provide meaningful insights into how and why a particular manager generates alpha.

  • April 30, 2020
The Comeback Power of Subscription The Comeback Power of Subscription

Both consumers and businesses are subscribing more and more to products and services. This Insight of Thematics AM shines the light on some of the long term factors that are driving the broad adoption of subscription based models across a nice mix of industries.

  • April 30, 2020
Flexstone Partners Sweet Spot Proprietary Framework Flexstone Partners Sweet Spot Proprietary Framework

Flexstone's co-investing philosophy focuses on providing increased exposure to high conviction managers in their core areas of expertise (“Sweet Spot”).

  • April 29, 2020
Is it Time to Invest in Global Credit? Is it Time to Invest in Global Credit?

Q&A with Loomis Sayles Global Fixed Income Portfolio Managers

  • April 27, 2020
What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

WCM Takes an Active, Long-Term Approach to Down Markets
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WCM Takes an Active, Long-Term Approach to Down Markets

Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.

  • April 20, 2020
Three Questions on Credit: Consumer ABS Three Questions on Credit: Consumer ABS

Consumer asset-backed securitized (ABS) sectors should continue to face headwinds as consumers feel the full impact of the dramatic economic slowdown ignited by the COVID-19 outbreak.

  • April 16, 2020
Is it a Prime Time for Credit? Is it a Prime Time for Credit?

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

  • April 16, 2020
Three Questions on Credit: Opportunities for Insurance Three Questions on Credit: Opportunities for Insurance

The extreme shock caused by COVID-19 came at a time when global central bank policies were coalescing toward a more accommodative stance to keep the late expansion phase of the credit cycle going.

  • April 16, 2020
Inflation: see it to believe it Inflation: see it to believe it

Unprecedented times call for unprecedented measures. Facing a global health crisis that has morphed into a global economic crisis, central banks and governments around the world have announced massive stimulus measures in anvattempt to avoid a full-blown financial crisis.

  • April 15, 2020
Aligning Portfolios with the Paris Agreement Aligning Portfolios with the Paris Agreement

Whether voluntarily or in response to regulation, investors are increasingly looking at the links between their portfolios and climate change. So far, there is no clear consensus as to how to perform such evaluations.

  • April 14, 2020
Natixis IM Solutions - Market Review February 2020 Natixis IM Solutions - Market Review February 2020

The Natixis Investment Managers Solutions Global Market Strategy team February review of the market.

  • April 14, 2020
Loomis Sayles Investment Outlook Q1 2020 Loomis Sayles Investment Outlook Q1 2020

We believe the expansion phase of the credit cycle is over. Several countries are now heading into downturns, largely because of the demand shock from Covid-19.

  • April 14, 2020
The Good, the Bad & the Ugly of an Oil Price War The Good, the Bad & the Ugly of an Oil Price War

What will be the impacts of the oil price war triggered by Saudi Arabia and Russia on the economy?

  • April 9, 2020
Covid 19: What is the Impact on Infrastructure Debt Worldwide? Covid 19: What is the Impact on Infrastructure Debt Worldwide?

Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the Covid-19 crisis on the infrastructure sector.

  • April 8, 2020
In Conversation with Professor Shiller
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In Conversation with Professor Shiller

Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.

  • April 6, 2020
The Age of Anxiety: Professional Fund Buyers are Waiting for the Other Shoe to Drop The Age of Anxiety: Professional Fund Buyers are Waiting for the Other Shoe to Drop

The 2019 Global Survey of Professional Fund Buyers reveals that fund buyers worry that the current market environment is not sustainable – but they don’t know what it will look like or when the change will happen.

  • April 3, 2020
Institutional Trends in Responsible Investing Institutional Trends in Responsible Investing

Four senior female executives discussed how investors’ attitudes have changed at a recent event to celebrate International Women’s Day.

  • April 3, 2020
MV Credit’s View on Cov-Lite Loans MV Credit’s View on Cov-Lite Loans

Fund’s investment strategy and loan documentation should consistently be reviewed in anticipation of economic cyclicality, whether in an up or down market, not in reaction to ongoing events.

  • April 2, 2020
The Case for European Financials The Case for European Financials

Harris Associates, which is exposed through its equity strategies to some of the strongest European banks, explains why they still believe the European financials can provide strong returns for their shareholders in spite of the coronavirus crisis.

  • April 1, 2020
COVID-19 – An opportunity to show the adaptability and strength of the finance market? COVID-19 – An opportunity to show the adaptability and strength of the finance market?

What’s the impact of COVID-19 on the finance industry (private Equity, banks, debt funds and non-bank lenders) and what it could mean for lenders and borrowers.

  • March 27, 2020
Finding Value in Lower Middle Market Private Equity
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Finding Value in Lower Middle Market Private Equity

Nitin Gupta of Flexstone Partners discusses the benefits of focusing on the smaller companies in the global private equity markets.

Coronavirus Implications for Global Markets Coronavirus Implications for Global Markets

Find the point of views of the experts of Natixis Investment Managers and its affiliates regarding the Coronavirus and its impact on global markets.

  • March 9, 2020
Diversity in Asset Management Diversity in Asset Management

Staying ahead of investors’ expectations.

Assessing the Coronavirus’s Ripple Effects Assessing the Coronavirus’s Ripple Effects

Since the end of January, news headlines are almost exclusively dedicated to the spread of the Coronavirus out of Wuhan, in China. Here, we will focus on the economic impact.

  • February 27, 2020
Dynamic Risk Premia Dynamic Risk Premia

Exploiting the cyclicality of investment factors.

AI and ESG: A New Frontier for Financial Innovation? AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and environmental, social and governance (ESG) investing? This question was at the core of a fascinating debate between two AI experts: Dr Luc Julia and Dr Carmine de Franco.

Risks Related to Nonbank Mortgage Lending in the United States Risks Related to Nonbank Mortgage Lending in the United States

Nonbank lenders now dominate the US mortgage market for loans to low-income families guaranteed by the federal government. They are heavily reliant on short-term funding and have only a slim cushion to weather a shock.

  • February 3, 2020
Horizons: Discover Ostrum AM’s latest quarterly outlook Horizons: Discover Ostrum AM’s latest quarterly outlook

Ostrum Asset Management expert’s economic and market analysis.

  • January 30, 2020
A Bespoke Approach to Active Asset Management A Bespoke Approach to Active Asset Management

Interview of Cyril Marie, CFO, Head of Strategy & Corporate Development at Natixis Investment Managers about the specificities and strengths of its multi-affiliate model and recent acquisitions.

Value Investing – Is It Different This Time? Value Investing – Is It Different This Time?

A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets.

Loomis on Loans Q4 2019 Loomis on Loans Q4 2019

A quarterly look at data and topics in the syndicated loan market.

  • January 15, 2020
Loomis Sayles Investment Outlook Q4 2019 Loomis Sayles Investment Outlook Q4 2019

Green shoots of a global mini-cycle recovery have encouraged stronger risk appetite and a benign forward outlook.

  • January 9, 2020
Markets in Motion: The Return of Trend Markets in Motion: The Return of Trend

Fundamental investors tend to be skeptical of price-based strategies, because they generally believe that markets are efficient. Yet, during certain scenarios, markets move in unexpected directions temporarily exhibiting price momentum.

  • January 7, 2020
Value vs Growth Value vs Growth

Are we at the dawn of a cyclical change?

  • January 6, 2020
Building Infrastructure Portfolios for the Long-Term Building Infrastructure Portfolios for the Long-Term

Fundraising for private infrastructure funds is booming. In 2018, $80billion were raised in closed-ended Infrastructure funds and funds raised are increasingly ending-up in fewer hands.

What Problems for Life Insurers in the Euro Zone? What Problems for Life Insurers in the Euro Zone?

If neither the structure of life insurers’ assets changes, nor the level of long-term interest rates, the attractiveness of life insurance for savers may rapidly diminish.

  • December 16, 2019
Horizons: Discover Ostrum AM’s quarterly outlook Horizons: Discover Ostrum AM’s quarterly outlook

Ostrum Asset Management expert’s economic and market analysis.

  • December 12, 2019
European Mezzanine ABS Bonds European Mezzanine ABS Bonds

A fixed income alternative in a low rate environment.

  • December 11, 2019
Be Systematic, Be Contrarian Be Systematic, Be Contrarian

Taking human judgement out of equity portfolios can help investors stay ahead of market reversals.

2020 Institutional Outlook 2020 Institutional Outlook

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

  • December 4, 2019
ESG: Aligning Ideals to Investment Goals
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ESG: Aligning Ideals to Investment Goals

Jens Peers explains how divestment from conventional resources and business models, must also be accompanied with strategies for investment into sustainable solutions for the future.

Shiller Barclays CAPE® US Sector Value Strategy in Value Regimes Shiller Barclays CAPE® US Sector Value Strategy in Value Regimes

In this study, Ossiam has run two conditional models regressions of the Shiller Barclay's CAPE® US Sector Value Strategy over standard factor models and considered the regime-dependend nature of the Value premium.

  • December 3, 2019
2019 Global Insurance Survey
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2019 Global Insurance Survey

Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.

  • November 25, 2019
Safeguarding our Future Safeguarding our Future

The purpose of this paper is to highlight the growing threat of natural disasters to human safety and explore how technological innovation and adaptation are enabling an effective response.

  • November 22, 2019
Down the Rabbit Hole: (Il)liquidity Down the Rabbit Hole: (Il)liquidity

The “illiquidity premium” has been a much-debated topic in economic theory for some time now, the premise being that if an asset cannot be readily sold without meaningfully impacting its value, then it should reward the holder with an enhanced return.

  • November 19, 2019
The Winners and Losers of the Sustainable Transition The Winners and Losers of the Sustainable Transition

The Schumpeterian concept of Creative Destruction is alive and well and the waves of innovation are becoming both faster and more violent, especially those backed by large-scale social movements such as climate change.

  • November 14, 2019
Flexstone's Co-Investment Framework Flexstone's Co-Investment Framework

Since 2008, Flexstone Partners investment team has been an active co-investor committing over €700 million to 87 co-investments in Growth and Small to Middle-Market Buyout deals.

  • November 12, 2019
Infrastructure: Let’s Get Personal Infrastructure: Let’s Get Personal

Infrastructure is unlike other asset classes. It has a direct impact on people’s lives, facilitating the functioning of critical activities without which everyday life would grind to a halt.

Solvency II 2020 Review: the potential impacts on the management of assets by insurance companies Solvency II 2020 Review: the potential impacts on the management of assets by insurance companies

The European Insurance and Occupational Pensions Agency (EIOPA) published on October 15th 2019 its Consultation Paper on the Opinion on the 2020 review of Solvency II.

In Search of the Next Economic Narrative In Search of the Next Economic Narrative

For the second year in a row, Natixis Investment Managers, Ossiam and Barclays Investment Bank gathered two economic titans, Robert Shiller and Patrick Artus, to discuss the potential catalyst of the next downturn.

  • October 31, 2019
5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried 5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

In 1983, the S&P 500® hit an all-time high of 166. Anyone who said then “I’m too smart to buy into the market near an all-time high – I’ll wait for it to fall 10%” – is still waiting. It never fell 10%.

Loomis on Loans Q3 2019 Loomis on Loans Q3 2019

A quarterly look at data and topics in the syndicated loan market.

  • October 23, 2019
WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture WCM Targets Global Growth Equity Opportunities with a Focus on Corporate Culture

As they search for portfolio opportunities, WCM looks at how companies define their objectives, encourage talent, and foster innovation.

  • October 23, 2019
Mid-Market Private Equity: 2.0 Mid-Market Private Equity: 2.0

To unearth the best mid-market companies worldwide requires a global team with local expertise in the world’s major regions.

European Real Estate Debt European Real Estate Debt

In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?

  • October 10, 2019
Investing in Global Equities with a Thematic Lens Investing in Global Equities with a Thematic Lens

Some markets are growing faster than the broader global economy due to a range of long-term, secular growth drivers.

Leave Mother Nature Alone Leave Mother Nature Alone

On earth as in markets, humans have been trying to domesticate mother nature for their own benefit. But Nature always takes back its place.

2019 Global Retirement Index 2019 Global Retirement Index

The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

  • October 2, 2019
MV Credit Asset Allocation: Senior Leveraged Loans MV Credit Asset Allocation: Senior Leveraged Loans

Over 6,500 lines of data have been investigated, spanning back to 2004 to explore a comprehensive set of eight asset classes and their respective traits, highlighting return and volatility over various points in the cycle.

  • October 1, 2019
Sources of Return Dispersion in Alternative Risk Premia Sources of Return Dispersion in Alternative Risk Premia

ASG Research has identified eight sources of potential return dispersion across portfolios of risk premia strategies. A simulation analysis shows, returns can quite differ based on few alterations of these sources.

  • September 2, 2019
What Growth Are We Seeing in Private Debt and Real Assets? What Growth Are We Seeing in Private Debt and Real Assets?

Clear Path Analysis sits down with Denis Prouteau, CIO of Private Debt & Real Assets at Ostrum AM, to talk about the prospects of real assets, infrastructure and private debt going forward.

  • August 27, 2019
What Is Impact Investing and What Drives It? What Is Impact Investing and What Drives It?

Clear Path Analysis invited Christian del Valle, Managing Director at Mirova Natural Capital, to a panel discussion on Impact investing and its drivers.

  • August 21, 2019
Is this a good time to be investing in private debt in Europe? Is this a good time to be investing in private debt in Europe?

An interview by Clear Path Analysis with Nicole Downer, Managing Partner at MV Credit, about investing in the competitive Private Debt Market in Europe in 2019.

  • August 20, 2019
Loomis Sayles Investment Outlook Q2 2019 Loomis Sayles Investment Outlook Q2 2019

Most asset classes have earned strong total returns year to date and could continue to rally through year-end.

  • August 19, 2019
Asia High Yield Credit: A Distinctive Emerging Markets Story Asia High Yield Credit: A Distinctive Emerging Markets Story

Investors may view emerging markets as particularly vulnerable to volatility, since the asset class typically sees outflows during times of market stress. However, emerging markets are not all one and the same.

  • August 15, 2019
Asia-Pacific Infrastructure: Building the Opportunity Asia-Pacific Infrastructure: Building the Opportunity

Charlse Regan, Head of Asia-Pacific Infrastructure Debt Ostrum AM Hong Kong, discusses the top 10 reasons to consider Infrastructure Debt as a portfolio diversifier.

  • August 9, 2019
Value Investing in Emerging Markets: Lessons from History Value Investing in Emerging Markets: Lessons from History

Daniel Nicholas, Client Portfolio Manager at Harris Associates, looks back to the volatility in Asian markets during the 1990s and draws six key conclusions for investing in Emerging Markets.

Buy & Maintain: Building Dynamic Insurance Bond Portfolios Buy & Maintain: Building Dynamic Insurance Bond Portfolios

Considering the current macroeconomic environment with little expectation for a rise in interest rates in the short term, insurers may want to consider a more dynamic approach to lock in spread levels.

Factor Investing in European offices Factor Investing in European offices

In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.

  • July 17, 2019
Loomis Sayles - Growth Equity Alpha Thesis 2019 Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to seek risk-adjusted excess returns.

  • July 10, 2019
Crisis or Correction? Crisis or Correction?

Managing expectations for managed futures and crisis alpha.

There’s Value in Planes There’s Value in Planes

Investing in aircraft asset class is a logical departure for institutional investors

Flexible Access to Private Equity Flexible Access to Private Equity

Custom-made service gives investors more choice, while reducing the risk of costly mistakes.

The New ESG: Methods for Investing in a Changing World
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The New ESG: Methods for Investing in a Changing World

An insightful approach to ESG investing may require deeper analysis of societal trends and business fundamentals.

Why Investing in a Multi-Asset Credit Strategy Makes Sense
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Why Investing in a Multi-Asset Credit Strategy Makes Sense

Keving Kearns, Portfolio Manager and Senior Derivatives Strategist at Loomis, Sayles & Co, discusses the diversification and drawdown management benefits arising from balancing interest rates and credit risk through a multi-asset credit strategy.

Focused Growth Approach of WCM Investment Management
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Focused Growth Approach of WCM Investment Management

Members of WCM’s investment team explain why two overlooked elements – moat trajectory and corporate culture – are the keys to uncovering the best long-term, global growth opportunities.

  • May 24, 2019
Aircraft Private Debt: Ready for Taking Off Aircraft Private Debt: Ready for Taking Off

The constant growth in demand for passenger air travel, combined with airlines’ improvement of their capacity management, have led to an enhanced profitability of the industry.

  • May 22, 2019
Infrastructure Debt: Where is the Value for Investors? Infrastructure Debt: Where is the Value for Investors?

2018 has been a very positive year for volumes in infrastructure debt with conventional and renewable energy reaching peak volume and the appearance of new high-potential territories.

  • May 21, 2019
ESG Investing Survey: Investors Want the Best of Both Worlds ESG Investing Survey: Investors Want the Best of Both Worlds

Individuals and professionals say ESG investing can help them align assets with personal values—and has the potential to drive real results

  • May 20, 2019
Investment Outlook Q1 2019 Investment Outlook Q1 2019

The outlook for fixed income and equity market performance looks favorable. That said, risk asset valuations currently reflect a fairly benign macroeconomic environment.

  • May 16, 2019
The Five Myths of “Illiquids” The Five Myths of “Illiquids”

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

Multi-Factor Portfolios: A new Factor? Multi-Factor Portfolios: A new Factor?

Limits of the static approach: Assessing the value added of a multi-factor portfolio from a performance-agnostic point of view.

  • April 30, 2019
The Growth of European Private Debt The Growth of European Private Debt

The retrenchment of investment banks in the private debt space has given rise to unserved demand of credit and debt financing as an opportunity to private debt funds across Europe.

  • April 26, 2019
Empowering Women through Listed Equities Empowering Women through Listed Equities

There is a growing consensus that educating and employing larger numbers of women can lead to economic growth.

  • April 25, 2019
Buy & Maintain Buy & Maintain

Understanding Loomis Sayles' approach for investment grade corporates

  • April 17, 2019
Integrating ESG Risks in Private Debt Integrating ESG Risks in Private Debt

Strong case for including non-financial information in investment decisions.

2018 Private Debt Annual Review 2018 Private Debt Annual Review

MV Credit shares their thoughts about the European leveraged loan market

  • April 12, 2019
Machine Learning meets ESG Machine Learning meets ESG

How computing power can extract alpha from complex ESG data

  • April 5, 2019
Real Estate Debt is the Real Deal Real Estate Debt is the Real Deal

Why economic uncertainty need not deter investors from real estate, explain Arnaud Heck and Cyril Hoyaux in a Q&A.

Ready for Take Off Ready for Take Off

Aircraft debt can deliver consistent income and superior risk adjusted spreads.

Secure Income and Green Infrastructure: An Unlikely Marriage? Secure Income and Green Infrastructure: An Unlikely Marriage?

How to source stable, long-term cashflows from infrastructure debt with a strong ESG focus

Investing in Infrastructure Private Debt with an ESG Lens
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Investing in Infrastructure Private Debt with an ESG Lens

Céline Tercier, Head of Infrastructure Private Debt at Ostrum Asset Management, explains why financing infrastructure through private debt with an ESG lens contributes to energy transition.

  • March 26, 2019
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Investing in Aircraft Private Debt
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Investing in Aircraft Private Debt

Aymeric Angotti, Head of Aircraft Private Debt at Ostrum Asset Management, explains why institutional investors should consider aircraft private debt.

  • March 26, 2019
Giving Carbon Credit: Climate as a Performance Indicator Giving Carbon Credit: Climate as a Performance Indicator

In the annual CDP Europe Awards, Climetrics awarded ten investment funds for their outstanding climate performance.

Investing In Real Assets Private Debt
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Investing In Real Assets Private Debt

Ostrum AM: Interview with Denis Prouteau, CIO Real Assets Private Debt

Private Debt Investing with ESG Criteria
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Private Debt Investing with ESG Criteria

Frederic Nadal, CEO at MV Credit, explains how important it is for a private debt investor to select loans with an ESG lens

  • March 13, 2019
Real Assets: Invest In What You Want, How You Want Real Assets: Invest In What You Want, How You Want

Creating bespoke portfolios through alignment of bank and asset management capabilities

Water and Waste Water and Waste

The Water and Waste sector is central to the development of a sustainable management for natural resources, both at environmental and social levels

  • February 20, 2019
Accounting for Intangible Assets: The New Value Investing
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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property

  • February 20, 2019
Why Invest in Private Debt?
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Why Invest in Private Debt?

MV Credit: Interview with Frederic Nadal, CEO

  • February 20, 2019
Loomis Sayles 2019 Sector Teams Outlook Loomis Sayles 2019 Sector Teams Outlook

Loomis Sayles' sector teams return scenarios and relative value recommendations for 2019

  • February 8, 2019
CTA Market Size Factor: Bigger was Better in 2018 CTA Market Size Factor: Bigger was Better in 2018

Since the size of different futures markets varies from contract to contract, having risk in a number of smaller markets can provide better returns.

  • February 5, 2019
2019 Market Outlook
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2019 Market Outlook

Natixis Investment Managers'affiliates share their thoughts on what might be on the horizon for investors in 2019.

  • January 29, 2019
A Look at Trend Following Strategies, Past and Present A Look at Trend Following Strategies, Past and Present

Going into 2019, trend following strategies are positioned for potential change.

  • January 10, 2019
2019 Institutional Outlook 2019 Institutional Outlook

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

  • December 17, 2018
Macro and Markets Overview
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Macro and Markets Overview

VIDEO (34’43) – Vincent Chailley, CIO and portfolio Manager, H2O Asset Management

  • December 13, 2018
When the Going Gets Tough When the Going Gets Tough

2019 European annual outlook

  • December 5, 2018
Private Debt Investing, With a Twist Private Debt Investing, With a Twist

Many institutions, sovereign wealth funds and family offices ploughed in to government bonds 10-15 years ago when yields were attractive. Those bonds are now maturing and need replacing.

Five Myths About U.S. Large Caps Five Myths About U.S. Large Caps

The case for investing in U.S. large-cap stocks is encountering scepticism.

Turning the Tide on the Conservation of Our Oceans Turning the Tide on the Conservation of Our Oceans

The deterioration of the world’s oceans is becoming a global debate.

The Disrupted, the Disruptors and the Supercharged The Disrupted, the Disruptors and the Supercharged

A wave of extreme digitisation is disrupting companies’ business models.

Is the Future Worth Investing for? Is the Future Worth Investing for?

Experts call for directing private capital to land restoration.

  • November 2, 2018
Understanding Smart Beta Returns Understanding Smart Beta Returns

Ossiam Research Publication

  • October 30, 2018
Impact Report 2018 Impact Report 2018

Aligning Economy with Ecology

  • October 23, 2018
CDC Pensions and the Future of UK Retirement CDC Pensions and the Future of UK Retirement

Collective defined contribution (CDC) is part of the fabric of Dutch society. Could it be exported to the UK?

Investment Outlook Q3 2018 Investment Outlook Q3 2018

Growth and inflation within the world’s largest economies should remain near current levels.

  • October 18, 2018
European Office Review European Office Review

Limited new supply drives rental growth.

  • October 11, 2018
Bank Loans: Looking Beyond Interest Rate Expectations Bank Loans: Looking Beyond Interest Rate Expectations

Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news.

  • October 10, 2018
Emerging or Submerging? For Investors, That is the Question
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The developed economies of Europe, US and Japan no longer have a monopoly on invention and progress. The New World is being built on a stage far, far away. The world is not just changing, it is being reinvented.

2018 Global Retirement Index
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2018 Global Retirement Index

An in-depth assessment of retirement in the world.

Green Finance, A Way to Transform the Economy Towards a More Sustainable Model Green Finance, A Way to Transform the Economy Towards a More Sustainable Model

The European Commission has launched its action plan to channel the capital held by institutional investors and the savings of private citizens towards a sustainable economy.

Trading: It's a Big Deal Trading: It's a Big Deal

Following MiFID II, institutional investors need to provide higher levels of transparency and reporting on their trading activities than ever before.

The Law on Energy Transition: The Impact on Insurance Companies The Law on Energy Transition: The Impact on Insurance Companies

Insurance companies called upon to keep pace with the energy transition.

Step by Step: Reducing the Carbon Footprint of Investments Step by Step: Reducing the Carbon Footprint of Investments

Only climate-conscious, active management investment strategies are fit for a 2°C world.

Investment is Treading the Path to Sustainability
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Investment is Treading the Path to Sustainability

Discover the analysis of Philippe Zaouati, CEO of Mirova and Chair of Finance For Tomorrow.

French Residential Market Offers Opportunities in Paris and Beyond French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

  • August 25, 2018
Investment Outlook Q2 2018 Investment Outlook Q2 2018

Loomis Sayles' quarterly macro and market commentary

  • July 20, 2018
A Bold Alternative to 'Buy and Hold' for Fixed Income A Bold Alternative to 'Buy and Hold' for Fixed Income

A buy and maintain strategy focuses on a desired level of income and aims to ensure the bond portfolio is not impacted by default risk as interest rates rise and economies overheat.

Enhanced Beta Video
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Enhanced Beta Video

Ostrum AM uses its long-standing expertise in the management of fixed income products to develop an "Enhanced Beta" strategy that combines the benefits of active management and the smart beta approach.

  • July 1, 2018
Future-Proofing European Retail Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

  • June 21, 2018
Low vol Equity: There's Another Way Low vol Equity: There's Another Way

"Put-write" strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

Acting as a Responsible Investor Acting as a Responsible Investor

In fulfillment of the article 173 of the French energy transition law.

  • June 15, 2018
Emerging Equities
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Ostrum AM focuses on stockpicking and avoids market "noise".

A Special Theory of Relativity A Special Theory of Relativity

If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.

  • June 6, 2018
European Relative Value Index European Relative Value Index

As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.

  • June 3, 2018
Inflation Linked Income Streams Inflation Linked Income Streams

A good match for fixed income investors' concerns.

Finance Can and Must Play its Role in Fighting Land Degradation Finance Can and Must Play its Role in Fighting Land Degradation

Mirova's comment on the IPBES report on the state of land degradation around the world.

Loomis Sayles - Growth Equity Alpha Thesis 2018 Loomis Sayles - Growth Equity Alpha Thesis 2018

Seeking risk-adjusted excess returns

  • April 28, 2018
Managing Global Sovereign Bonds with a Smart Lens Managing Global Sovereign Bonds with a Smart Lens

Scorecard for unique Enhanced Beta investment strategy.

Multi-Asset Credit Investing Multi-Asset Credit Investing

Multi-asset credit strategies aim to capture global credit risk premiums.

  • April 1, 2018
High Yield Credit Investing Late in the Cycle High Yield Credit Investing Late in the Cycle

The high yield market can provide compelling investments within most stages of the economic cycle.

  • March 24, 2018
Energy Transition: Clean Investments for Yield-hungry Investors Energy Transition: Clean Investments for Yield-hungry Investors

Renewable energy is one of the fastest growing segment within the infrastructure market.

The Blockchain is on the Verge of Revolutionising Fund Distribution in Asset Management The Blockchain is on the Verge of Revolutionising Fund Distribution in Asset Management

The blockchain will disrupt the way in which transactions are made.

The California Green Rush The California Green Rush

Four key insights on Golden State residents and green bonds.

  • March 15, 2018
Infrastructure Debt Market Insight
Infrastructure Debt Market Insight

NAM Newsletter

  • March 9, 2018
Aviation Letter Aviation Letter

Annual outlook of aircraft industry.

  • March 6, 2018
2017 Global Survey of Institutional Investors
Watch
2017 Global Survey of Institutional Investors

Three ways institutional investors are preparing for the fallout of a market shift

  • March 4, 2018
What is Natural Capital?
Watch
What is Natural Capital?

VIDEO (3’19) – Gautier Quéru, Director of the Land Degradation Neutrality Fund Project at Mirova

The Renewable Energy Market in Europe
Watch
The Renewable Energy Market in Europe

VIDEO (4’18) – Raphael Lance, Head of Renewable Energy Funds at Mirova

Final report of the High Level Expert Group on Sustainable Finance Final report of the High Level Expert Group on Sustainable Finance

Mirova's analysis of HLEG recommendations.

Loomis Sayles 2018 Sector Teams Outlook Loomis Sayles 2018 Sector Teams Outlook

Loomis Sayles’ sector teams return scenarios and relative value recommendations for 2018.

  • February 15, 2018
US Real Estate Quarterly US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

  • February 5, 2018
Time to Re-invent the Default Wheel? Time to Re-invent the Default Wheel?

How a combination of member profiling and applying a risk-first investment approach improves member outcomes.

Arctic Drilling: An Update on Our Engagements Arctic Drilling: An Update on Our Engagements

Responsible Investment Research

  • January 18, 2018
2018 Market Outlook 2018 Market Outlook

Natixis Investment Managers’ affiliates share their thoughts on what might be on the horizon for investors in 2018.

  • January 6, 2018
Guide to Natural Capital Investing Guide to Natural Capital Investing

As a nascent but promising market, conservation finance could offer diversified opportunities for institutional investors while fighting global land degradation and deforestation.

Corporate Loans Come of Age
Corporate Loans Come of Age

Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up and excellent risk-return characteristics relative to other credit instruments.

ESG Criteria to Combine Search for Return and Long-term Impact ESG Criteria to Combine Search for Return and Long-term Impact

An interview with Mirova's CIO.

2018 Outlook of Institutional Investors 2018 Outlook of Institutional Investors

Institutional investors warn of volatility, asset bubbles and fragile markets.

  • December 15, 2017
IFRS 9: Evolution or Revolution?
IFRS 9: Evolution or Revolution?

IFRS 9 accounting standards could have a major impact on the results of banks, insurers and listed companies.

2018 European Property Market Outlook 2018 European Property Market Outlook

Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.

How to Eradicate the J-Curve in Private Equity? How to Eradicate the J-Curve in Private Equity?

Discover an effective way to access European small and mid-cap private equity companies.

European Broadband Networks European Broadband Networks

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

  • October 1, 2017
Indices in Hot Water Indices in Hot Water

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

US Municipal Bonds US Municipal Bonds

Non-US investors could benefit from allocating to US municipal bonds.

Real Asset Debt: A Substitute for Bonds? Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

2017 Global Retirement Index 2017 Global Retirement Index

An in-depth assessment of retirement security in the developed word.

  • July 12, 2017
European Real Estate Quarterly European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

  • July 1, 2017
Equity: The End-game Gets Closer Equity: The End-game Gets Closer

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility.

  • June 24, 2017
Trump's Decision: A Chance for Climate Trump's Decision: A Chance for Climate

Comments on US withdrawal from Paris climate agreement.

Mirova's Responsible Investment Report Mirova's Responsible Investment Report

In fulfillment of the article 173 of the French energy transition law.

  • June 6, 2017
Aviation Letter Aviation Letter

Annual outlook of aircraft industry.

  • May 2, 2017
Finance and Climate Change Finance and Climate Change

French institutional investors are bound by the Energy transition law to take action.

European Real Estate Quarterly European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

  • April 24, 2017
Solvency 2: Rethinking the Debt Portfolio Solvency 2: Rethinking the Debt Portfolio

How to incorporate SCR constraints into the portfolio allocation for insurer.

French Election French Election

What does the outcome mean for global financial markets?

  • April 8, 2017
2016 Global Survey of Institutional Investors 2016 Global Survey of Institutional Investors

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

  • March 31, 2017
Equity Infrastructure: Decorrelated, Long-term Income Equity Infrastructure: Decorrelated, Long-term Income

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.

What do Trump's Policies Mean for Energy and the Climate? What do Trump's Policies Mean for Energy and the Climate?

Forces outside of Trump's influence may continue to drive development of clean energy in the US.

Green Bond Principles Green Bond Principles

Mirova discusses market standards and the lack of a regulatory body for Green Bonds.

  • February 11, 2017
The Greening of Corporate Culture The Greening of Corporate Culture

Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition.

  • January 20, 2017
How to Escape the Illiquidity Trap How to Escape the Illiquidity Trap

How to get paid for scarce capital and liquidity.

Referendum in Italy Referendum in Italy

Our expert's insights into the 4th December's Italian referendum and its impact on financial markets.

  • December 6, 2016
Passive is Good for Active Passive is Good for Active

Passive investing may not be all that bad for active management.

2016 US Defined Contribution Survey 2016 US Defined Contribution Survey

As US investors save for retirement, why advisors, employers, and policy makers should stand ready to help.

  • November 24, 2016
Emerging Debt: A World of Income Potential Emerging Debt: A World of Income Potential

Despite recent volatility, emerging debt still offers the potential of higher returns than developed market bonds.

Solving the Insurance Equation Solving the Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields.

What is Value for Money? What is Value for Money?

Pension schemes face up to new challenge.

  • October 1, 2016
It's Time for Real Assets It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

Active Share Active Share

How passive is your active manager?

  • September 12, 2016
Real Estate, Infrastructure, Aircraft
Watch
Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt.

2016 Global Retirement Index 2016 Global Retirement Index

4 key trends shaping the future of retirement security: access, incentives, engagement and economics.

  • September 1, 2016
Redefining Defined Contribution Redefining Defined Contribution

How can pension providers keep up in an evolving space?

  • August 2, 2016
Real Estate Alchemy
Real Estate Alchemy

Transforming non-core assets into prime property requires skill and resources.

Brexit Macroeconomic and Real Estate Implications and Insights Brexit Macroeconomic and Real Estate Implications and Insights

Post-referendum Q&A with AEW Research & Strategy.

  • July 25, 2016
Why Indexes Need to Enter the 21st Century Why Indexes Need to Enter the 21st Century

Q&A with Dr. Andrew Lo.

Midyear Outlook and Living in a Post-Brexit World Midyear Outlook and Living in a Post-Brexit World

Capital Market Notes

  • July 16, 2016
Mid Caps are the New Small Caps Mid Caps are the New Small Caps

Vaughan Nelson insight.

  • July 12, 2016
2016 Global Individual Investor Survey 2016 Global Individual Investor Survey

How investor behavior is rewriting the job description for financial professionals.

  • July 10, 2016
Brexit : United Kingdom Votes to Leave European Union Brexit : United Kingdom Votes to Leave European Union

Brexit implications for UK and global markets.

  • July 1, 2016
Crisis Alpha Crisis Alpha

Managed futures may provide shelter from storms and diversified returns in calm markets.

  • June 20, 2016
The Real Impact of Carbon on Portfolios The Real Impact of Carbon on Portfolios

Improved assessment of carbon impact could spur ESG investment and drive innovation.

Alternative Strategies May Add Value to Institutional Portfolios Alternative Strategies May Add Value to Institutional Portfolios

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk.

Real Estate Debt Real Estate Debt

An alternative to conventional fixed income investments.

Liquidity Risk in the Fixed Income Markets Liquidity Risk in the Fixed Income Markets

NAM Fixed Income ideas.

  • April 7, 2016
Institutional Investors and the Technological Tidal Wave Institutional Investors and the Technological Tidal Wave

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

Diversified Growth Funds Diversified Growth Funds

Seeking to respond to rapid shifts in markets while reducing risk.

  • February 28, 2016
Enhanced Beta Enhanced Beta

A fixed income strategy combining active management and smart beta.

How to Assess How Active a Portfolio Is? How to Assess How Active a Portfolio Is?

Not all high active share managers are created equal.

2015 Global Survey of Institutional Investors 2015 Global Survey of Institutional Investors

Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions, Natixis survey shows.

  • February 1, 2016
COP21, The Force Awakens COP21, The Force Awakens

Mirova's insights on COP21's conclusions.

  • December 2, 2015
Insurance survey Insurance survey

Companies grapple with new regulatory constraints, capital rules and increased risks.

  • December 1, 2015
Mirova's Insights Mirova's Insights

Investing for a low carbon economy.

  • November 1, 2015
Hop Aboard the US Growth Engine Hop Aboard the US Growth Engine

Mid-market private companies have the potential to expand rapidly while avoiding high exposure to volatile public markets.

Active vs Passive: A False Argument Active vs Passive: A False Argument

Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.

  • July 1, 2015
Finding Water in the Desert Finding Water in the Desert

New regulations raise the bar for liquidity management.

  • April 1, 2015