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.

Vaughan Nelson Podcasts

Vaughan Nelson’s CEO/CIO Chris Wallis explores macroeconomic trends and the impact on equities markets in his podcast series.

Loomis Sayles - Investment Outlook - January 2023

Loomis Sayles anticipates a volatile start to 2023, which could provide investment opportunities.

  • January 19, 2023
What is the Biggest Risk and Opportunity for Private Debt in 2023?

The point of view of Frédéric Nadal, CEO of MV Credit.

  • January 13, 2023
Water as an Investment

Companies focused on water supply, demand efficiency and waste management can add defensive growth to portfolios.

  • January 10, 2023
Natixis IM Solutions – Market Review – December 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • January 9, 2023
9 Key Questions For Insurers

Ostrum’s investment management can support insurers’ financial, accounting, regulatory and ESG strategy, as evidenced by Ostrum’s answer to these 9 questions, which are key to insurers

  • January 4, 2023
Market Outlook 2023

Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2023.

  • January 3, 2023
2023 Institutional Outlook

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

Opportunities in Gateway Cities

Glyn Nelson, Head of Research & Strategy Asia-Pacific at AEW, shares his perspectives for the residential market in APAC.

  • December 20, 2022
Vauban’s Waste Management Market Strategy

Investing in French's sustainable energy transition sector in the future.

  • December 13, 2022
Why Does Private Credit Remain a Compelling Investment Opportunity vs High Yield Bonds in the Current Economic Environment?

A deep dive into several risk/return considerations reveals that - in MV Credit’s opinion – the PC asset class continues to be a more compelling opportunity for investors over both the long and short term, even as bond prices remain depressed.

  • December 9, 2022
Natixis IM Solutions – Market Review – November 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • December 9, 2022
AEW - 2023 European Annual Outlook

Positioning for disruption.

  • December 7, 2022
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.

ESG: From Niche to Norm

Key takeaways and replay video of our hybrid event “ESG: From niche to norm” held in Singapore. Hear from our guest speakers and affiliates’ experts.

  • December 2, 2022
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.

2022 Millionaire Report

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.

  • November 18, 2022
U.S. Economic & Property Market Perspective

The timing and degree of this re-pricing will be shaped, as always, by additional future changes to monetary policy, the resulting impact to the broader economic environment, and the property sector/market specific vagaries of the various individual assets.

  • November 18, 2022
Asia Pacific Market Perspective Q3 2022

Economic momentum is slowing globally after a strong 2021 and Asia Pacific should not be immune to this. Still, as it stands, the region has had the strongest short-term growth outlook compared to the US and Europe.

  • November 18, 2022
2022 Global Retirement Index

Key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.

Paris-Aligned Benchmarks: The Future Standard?

Forward-looking ESG approach captures more progressive companies and a wider range of risks.

  • November 16, 2022
Why is the Just Transition a Key Element of Climate Strategies?

Points of view of three experts at Ostrum.

Natixis IM Solutions - Pulse October - The UK is in a Tight Spot

Natixis IM Solutions analyse the economic and political turmoil in the UK.

  • November 8, 2022
Governance Data: Where is the Alpha?

Corporate governance has material impact on equity performance.

Natixis IM Solutions – Market Review – October 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • November 3, 2022
Working Together for Better DC Member Outcomes

Auto-enrolment (AE) has undeniably been a success. Ten years since its introduction there are now nearly 20 million people participating in a workplace pension. But more needs to be done to ensure savers build a retirement pot which is sufficient to fund their retirement.

Social License to Invest, Social License to Operate

How to secure and leverage stakeholder engagement for infrastructure in 2022.

  • October 25, 2022
How to Invest in Energy Transition in Emerging Markets and Improve Lives

A boutique investor, now part of Mirova, has become a market leader in financing solar power projects in emerging markets.

  • October 20, 2022
LDI in the Crosshairs

Many US plan sponsors that use derivatives can draw lessons from the recent spike in gilt yields when it comes to build their LDI portfolios.

  • October 20, 2022
A Low Volatility Approach to Emerging Markets

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

  • October 14, 2022
Investment Outlook: October 2022

For Loomis Sayle, the majority of positive developments that propelled markets higher earlier in the current credit cycle are now working in reverse.

  • October 14, 2022
The Power of Green Innovation

Mirova aims to help accelerate the environmental and energy transition: working to preserve biodiversity, promote decarbonisation and enable energy independence. Finding the financing to achieve all this is a major issue, especially for emerging companies.

  • October 12, 2022
Natixis IM Solutions – Market Review – September 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • October 12, 2022
AEW - European Real Estate Debt Markets Re-Align

Real Estate interest rates have moved upwards but Loan-to-Value (LTV) ratios show stable levels.

  • October 7, 2022
Investing in Volatile Times

Allocations are under review amid sustained inflation and a recessionary environment.

  • October 5, 2022
Investor Leadership Network’s Net Zero Investor Playbook

Investor Leadership Network’s new Net Zero Investor Playbook offers an inventory of approaches institutional investors are taking to transition investing and highlights key challenges.

Under Pressure: The Global Implications of a European Gas Crisis

Russia’s weaponization of natural gas supply to Europe has ignited a supply shock that will exacerbate a global competition for scarce resources.

  • September 23, 2022
AEW – Europe – Next Wave Of Physical Climate Risk – 09 2022

River flood, sea level rise, drought etc: how will physical climate change impact European real estate returns?

  • September 15, 2022
Addressing Biodiversity Issues: Processed Food Industry Efforts Towards Preserving Ecosystems

Biodiversity loss is a major issue for companies in the food industry, which need to adapt their practices in order to mitigate the environmental, economic and financial impact of biodiversity loss.

  • September 14, 2022
Natixis IM Solutions – Market Review – August 2022

Discover the latest monthly macro and market analysis of Natixis IM Solutions.

  • September 8, 2022
Can UK Pensions Learn Anything from the Aussie Super System?

The Australian system of scale, transparency and innovation is a ready blueprint.

Putting Purpose Into Value Investing

Funding future liabilities and beating an index should be the aim when hunting for undervalued companies.

Temperature Alignment Of Listed Investment Portfolios

Update on Mirova’s approach to understand and measure the alignment of its portfolios with climate scenarios.

  • September 7, 2022
AEW – North America – Senior Housing Research – Perspective Q2 2022

AEW’s quarterly update on the Seniors housing market.

  • August 31, 2022
The Short on Shorting Bonds

AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.

Blended Finance: Why Partnerships Power Progress Towards Net Zero

Collaboration is allowing Natixis IM to take a proactive role in addressing climate change.

Food for Biodiversity

Many different types of corporations can have a substantial impact on the future sustainability of the food industry, therefore, investing and enacting change in the right companies may prove crucial for our future.

  • August 9, 2022
Sustainable Investing in an Unstable Environment

Mirova’s Mathilde Dufour sits down with Citywire to talk about the main challenges to ESG investing in today’s environment.

  • August 3, 2022
Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

Why Everyone's Talking About… The Energy Transition

The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?

  • July 27, 2022
Navigating The Macro Environment

Why acceleration capital is well-positioned on the private equity spectrum.

Natixis IM Solutions – Pulse – July 2022

Discover Natixis IM Solutions’ latest view on the ECB and inflation.

  • July 25, 2022
AlphaSimplex’s Managed Futures and Market Stress

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following generated positive returns in 1H, and trends to watch in 2H 2022.

A Journey to the Heart of the Sustainable City - Episode 2

When growth capital makes it possible to build sustainable real estate.

  • July 20, 2022
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

Our Systematic Investing Strategies (SIS) Alpha Thesis: Deploying Data Science Tools in Multi-Asset Investing

Loomis discuss the core tenets of their investment philosophy and the three components of their flexible platform for designing portfolios through a quantitative, systematic and highly active approach to capturing positive performance.

  • July 18, 2022
Natixis IM Solutions – Market Review – June 2022

Read Natixis IM Solutions' latest Market Review.

  • July 14, 2022
Transition To a Net-Zero Carbon Economy: How Insurers Contribute To Green Finance Via Sustainable Bonds

Insurers and reinsurers, both as issuers and investors, are using sustainable bonds to align their ESG strategy with their CSR policy.

  • July 12, 2022
Markets’ New Paradigm: Which Strategies For Insurers?

The market context and regulatory and accounting changes are inviting insurers to question their portfolio allocation, as the singularity of their objectives calls for a specific solution.

  • July 6, 2022
European Logistics Reaching A Turning Point

Discover AEW's Monthly Research Report of June.

  • July 6, 2022
Loomis Sayles – Investment Outlook – July 2022

Tighter monetary policies globally, focused on bringing stubborn inflation in line with central bank targets, have increased the odds of a recession.

  • July 5, 2022
Real Estate: Investors Seek Smarter ESG

Owners of core real estate portfolios seek ESG metrics that enable true impact

Insurance ESG Considerations: A Practitioner’s Viewpoint on Portfolio Customization

With regard to ESG, insurers have a distinct challenge. ESG factors can influence both assets and liabilities.

  • June 28, 2022
Natixis IM Solutions – Perspectives – June 2022

Discover Natixis IM Solutions’ latest perspectives.

  • June 23, 2022
Life After QE

Loomis Sayles analyses the big changes underway in central bank balance sheet policy globally.

  • June 22, 2022
The Private Investigator of Asset Management

Daniel Nicholas, Client Portfolio Manager at Harris Associates, sat down with to discuss why pinpointing the true value of a quality stock is like an investigative job.

  • June 22, 2022
Value And Growth: Two Sides Of The Same Coin?

Deep understanding of companies and viewing ESG as a key input underpin both investment styles.

Energy Transition: Reconciling Environmental and Social Issues in Europe Amidst Turmoil

How the environmental and social issues associated with the energy sector are addressed through Mirova strategies in the context of the latest European plans.

  • June 16, 2022
Natural Capital: The Next Frontier

How to invest in private assets to positively impact land, oceans, climate and biodiversity.

AEW – US Economic & Property Market Perspective – Q1 2022

AEW’s quarterly update and outlook on the economy and Real Estate across segments (industrial, apartment, property, retail, office) in the US.

  • June 14, 2022
AEW – Asia Pacific Market Perspective – Q1 2022

AEW’s market update and outlook on Real Estate in APAC across countries and segments.

  • June 9, 2022
Infrastructure: Why Investing Over The (Very) Long Term Is Worth The Wait

For investors willing to commit for 15 or more years, the financial and non-financial rewards from essential infrastructure assets are compelling.

Sustainability Bonds: Discernment is a Must Given the Explosion of the Market

Given the diversification of the market in terms of issuers and securities, a rigorous analysis is imperative. Because greenwashing is an ambush.

  • June 8, 2022
Natixis IM Solutions – Perspectives – May 2022

Find out about the latest perspectives from Natixis IM Solutions.

  • June 1, 2022
AEW Monthly Research Report – Shopping Centre – May 2022

Repricings & reopenings trigger shopping centre outperformance.

  • June 1, 2022
Biodiversity and Water...Two Sides of the Same Coin

Why does biodiversity matter and what role does water play?

  • May 26, 2022
Senior Loans Investors Can Rise to the Challenge of Competition

How meaningful ESG targets, robust credit selection in mid-caps, and inflation mitigation can add value.

Private Equity: Reducing Uncertainty

Increased transparency and defensive themes can provide comfort to investors.

2022 European Mid-Year Outlook: Dealing With Double Trouble

How can European real estate investors best deal with the double trouble from high inflation and slowing economic growth?

  • May 10, 2022
Managed Futures and Macro Uncertainty: Navigating the Extremes

This conceptual whitepaper examines how trend-following strategies tend to behave in uncertain, changing macro environments and how these can be complementary within an investor’s portfolio.

  • May 10, 2022
AEW – Rising Interest Rates and REITS – March 2022

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

  • May 9, 2022
Natixis IM Solutions – Market Review – April 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • May 9, 2022
The Last Free Lunch Is Getting Leaner

Vaughan Nelson examines the diversification benefits offered by broad market index, highlighting the fact that the S&P 500 index’s risk factor diversification has reduced over time due to the market cap concentration.

  • May 4, 2022
Fed Lift-Off: Implications on Pension Liabilities

Here, we explore how yields have moved during past periods and offer takeaways for pension investors to consider as they navigate the current cycle.

  • April 29, 2022
Greenium: New Catalysts in 2022

The Greenium – the yield that investors concede to companies issuing a green bond compared to the performance they would have required from these same companies for a conventional bond with the same maturity – was long perceived as volatile, hovering in one direction or another according to the seasonality. But it finally became a key issue in 2020.

  • April 26, 2022
Impossible Emissions

We are still placing too much hope in carbon capture technologies and offsetting mechanisms, but it is increasingly urgent to electrify our uses, to decarbonize the electricity produced and more generally, to adopt the innovative and virtuous solutions that are already available.

  • April 25, 2022
Inflation/Growth: The Big Gap on the Markets?

Asset managers are now obliged to adapt their investment strategies in order to be able to offer advantageous solutions that allow investors to protect themselves from inflation or to take advantage of the current environment.

  • April 25, 2022
The Importance of the Long Term for the ESG-conscious Investor

As a Long-term value investor, Harris Associates takes a thoughtful approach to the interests of both shareholders and stakeholders.

  • April 22, 2022
Measuring, Identifying and Influencing Good Governance

Nathalie Wallace, Global Head of Sustainable Investment at Natixis Investment Managers, explains how the Governance pillar is an integral part of a good ESG strategy and how to drive positive change in organisations.

A Journey to the Heart of the Sustainable City – Episode 1

When growth capital builds the clean mobility of tomorrow.

  • April 21, 2022
Loomis on Loans – Q1 2022

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

  • April 20, 2022
Natixis IM Solutions – Perspectives – April 2022

Discover Natixis IM Solutions’ latest perspectives.

  • April 19, 2022
Are Senior Loans Set to Shine?

It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.

The Rise of Alternative Property Sectors in the US

Michael Acton, Head of Research at AEW, explains which factors and trends drive the growing interest of institutional investors in the alternative property sectors in the US.

Natixis IM Solutions – Market Review – March 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • April 12, 2022
Investment Outlook – April 2022

The tide is going out on the great wave of liquidity that flooded markets in the aftermath of the pandemic.

  • April 11, 2022
Insurers: Why Sustainability Matters

Insurers must consider ESG risks and opportunities within their strategies, as insurers and investors. They must adapt and innovate to remain competitive.

  • April 6, 2022
ESG in Private Assets

Assets managed by the private capital industry have seen unprecedented growth over the last decade and this trend is set to continue. MV Credit examines in this article the role that ESG plays against this backdrop of vast capital allocations shifting towards private assets.

  • April 1, 2022
Just Like That – TIPS Enter the Spotlight

In an environment of rising inflation and low growth, Loomis Sayles expects real yields to fall and TIPS (Treasury Inflation Protected Securities) to outperform nominal Treasurys.

  • April 1, 2022
Real Estate: Social and Environmental Mega Trends Reshuffle the Deck

Experts from AEW and Natixis analyse the impact of secular trends including; urbanization, climate change, e-commerce, work from home etc. on real estate.

  • March 24, 2022
Achieving Real Net-Zero Requires a lot More Efforts from Laggards

To keep global warming within the boundaries set in the Paris Agreement at the aggregate level, all listed companies, and especially laggards without which our economies cannot run, should reduce their carbon footprint.

  • March 23, 2022
AEW – US Economic & Property Market Perspective – Q4 2021

AEW’s quarterly market update and outlook on real estate in the US across segments (industrial and apartment property, retail, office).

  • March 21, 2022
AEW – Asia Pacific – Market Perspective – Q4 2021

AEW’s market update and outlook on Real Estate in APAC, across countries and segments.

  • March 17, 2022
Natixis IM Solutions – Perspectives – March 2022

Discover Natixis IM Solutions’ latest perspectives.

  • March 16, 2022
AEW Monthly Research Report – February 2022

Land take regulations to drive land prices, density & Brownfield developments up.

  • March 10, 2022
Seamlessly Navigating Today’s ESG Challenges

How does Ostrum assess the quality of issuers’ ESG approach and take into account the ESG, CSR and regulatory constraints of its clients, in particular insurance companies.

  • March 9, 2022
Natixis IM Solutions – Market Review February 2022

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • March 8, 2022
Mirova: Creating Sustainable Value Newsletter

Mirova’s latest view on the markets, circular economy, the net zero topic and recent investments made.

  • March 3, 2022
Real Estate in a More Fully Funded World

Today, as more investors find themselves fully, or at least more fully funded, commercial real estate offers another attribute that may be valuable in this new, and perhaps unexpected, environment.

  • March 2, 2022
Quantifying Turbulence in Trend Following

AlphaSimplex examine how often turbulence is high on both a daily and monthly basis and use a novel method to classify what forces are driving turbulence: magnitude surprises or correlation surprises.

  • March 2, 2022
Loomis Sayles Global Equity Opportunities

A long-term, best ideas approach.

  • March 1, 2022
D&I in Action

How Natixis Investment Managers and the asset management industry is putting talk into practice.

Measuring Carbon Risk with the Disciplined Alpha PI Metric

How to measure the impact of climate change on carbon-exposed bonds? The Loomis Sayles Disciplined Alpha team assesses carbon risk in their bond portfolios with their proprietary Carbon PI metric.

  • February 21, 2022
Energy Transition: Matching Liabilities and Capturing the Equity Premium

Energy transition infrastructure can match long-term liabilities, generate high yields and lift pension schemes’ sustainability profiles.

2022 Sector Outlook

Loomis Sayles’ sector teams are composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market. They all answer three questions that are top-of-mind for many investors.

  • February 16, 2022
Meeting the Consumption Challenges Through Circular Economy

Mirova Europe Environmental Equity strategy’s goals are aligned with the European legislative package "Fit for 55", aiming at reducing greenhouse gas emissions by at least 55% by 2030.

  • February 15, 2022
Green Buildings: A Site From Today for Tomorrow

Rethinking buildings is essential to achieving carbon neutrality. It’s one of the ‘Fit for 55’ objectives and one of the themes of the Mirova Europe Environmental Equity strategy, which invests in companies developing solutions to mitigate the carbon and ecological footprint of the building sector.

  • February 15, 2022
Private Debt is Booming

Stable returns, protection against inflation, diversification and resilience through cycles are benefits explaining the growing interest of investors in private debt since the foundation of MV Credit in 2000. During the past two years, ESG has firmly moved to the top of the agenda for private investors.

  • February 14, 2022
After the Recovery: What Threats are Looming Over Growth in 2022?

GDP growth, inflation, monetary policy… Find out the outlook for 2022 of Patrick Artus. Senior Economic Advisor of Natixis.

  • February 11, 2022
Insurers: Multiple Challenges Demand a Multi-Dimensional Investment Approach

How insurers can gain an edge by combining tailored servicing and active investment.

US Equities: Mind the Gap

Bill Nygren from Harris Associates explains why its value investment philosophy and long-term perspective protect its portfolios against any emotion-driven overreaction when prices suddenly go up or down.

How Growth Capital Can Support the Agriculture Transition Through New Technologies

Know more about Mirova Environmental Impact Private Equity strategy.

  • February 3, 2022
Natixis IM Solutions – Market Review December 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • January 28, 2022
Asian Investors Deserve Investments That Match Their Ambitions

Performance must be allied to analysis of true needs of Asia’s institutions.

How to Maximise Impact By Investing in Green Bonds: Mirova’s Approach

Key implications and Mirova’s vision of the green bond market.

  • January 24, 2022
Real Estate: What is the Best Way to Diversify?

Core assets, transparency and ease of access are often sought in the early phases of international diversification.

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!”

Bank Loans: Looking Beyond Interest Rate Expectations

Loomis Sayles believes that an allocation to bank loans can be a strong addition to a fixed income portfolio for both the short-term and long-term investor.

  • January 19, 2022
Offsetting Carbon Emissions with Short Positions: Do it for the money, not for the impact

Shorting carbon intensive companies, as a net-zero strategy aiming at offsetting carbon emissions, has no impact on the net-zero challenge that our societies must tackle to stay within the limits set in the Paris Agreement.

  • January 17, 2022
Biodiversity: A Key Factor in the Food and Agriculture Sector

Ossiam looks at the extent to which biodiversity could be a key factor in distinguishing between opportunities and risk in this high-stake sector.

  • January 13, 2022
Loomis on Loans – Q4 2021

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

  • January 10, 2022
How ESG Engagement Boosts Corporate Sustainability

Investors can create value by engaging with management to drive sustainable business models.

  • January 10, 2022
Investment Outlook – January 2022

Discover Loomis Sayles’ latest quarterly outlook.

  • January 5, 2022
Market Outlook 2022

Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2022.

  • December 23, 2021
Sustainably Financing the Agrifood Sector

Etienne Vicent, Head of Quant Strategy & Marketing at Ossiam and Isabelle Pajot, Portfolio manager at Thematics Asset Management, respond to three important questions in this podcast.

  • December 22, 2021
Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 21, 2021
Private Assets: Are you Ready for the Next Step?

Frédéric Nadal, Managing Partner & CEO at MV Credit, explains why private assets offer an attractive risk/return SCR profile to insurers.

Asset Allocation: Solving the Insurance Equation

Olivier Trecco, Co-Head of ESG Solutions at Natixis IM Solutions, explains how Natixis IM and its affiliate are able to develop bespoke investment solutions for insurers.

What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

ESG: Measuring Carbon Footprint and Beyond

Anne-Laurence Roucher, Deputy CEO, Head of Private Equity and Natural Capital at Mirova, explains what tools Mirova has developed to measure carbon footprint of projects and companies it is invested in.

ESG: The New Case For Infrastructure

Gwenola Chambon, CEO & Founding Partner at Vauban Infrastructure Partners, explains why Infrastructure has become such a relevant asset class to institutional investors over the last decade, thanks to its unique features.

The New Private Markets Frontier

Marc Romano, Head of Private Equity Funds at Mirova, explains what makes Impact Private Equity a rising asset class, combining financial performance with positive impact on the environment.

Time to Shift for Insurers: Investing to Withstand the Pandemic (1/3)

Insurers can withstand the pandemic provided that they opt for the right investment solutions.

  • December 16, 2021
Time to Shift for Insurers: Investing in Private Assets (3/3)

In today’s low rate environment, insurers are allocating more and more to private assets.

  • December 16, 2021
Time to Shift for Insurers: Investing to Restore Nature (2/3)

Insurers can contribute to restoring nature by adding biodiversity to their portfolios.

  • December 16, 2021
Mirova: Acting as a Responsible Company

Mirova explains its approach to responsibility, its internal practices and direct impacts.

  • December 16, 2021
How Are Economic Sectors Impacted by Climate Change and How do They Adapt?

Climate change poses physical and transitional risks to many economic sectors, and hence a risk of capital loss to investors. How do they adapt?

  • December 14, 2021
Forest Plantations: Mirova’s Position Paper

In a context of declining forest area in the world due to deforestation, Mirova believes that sustainably managed forest plantations can contribute to meeting some global challenges.

  • December 8, 2021
Natixis IM Solutions – Market Review November 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • December 6, 2021
AlphaSimplex: Three Themes of 2021

From a trend-following perspective, three new themes have emerged in 2021 as aftermath of the pandemic and as potential trends: inflation, the end of the great bond bull market trend, and value/growth style rotations in equity markets.

  • December 2, 2021
Climate: The Time For All-Out Mobilization

While finance has a key role to play to tackle the climate change challenge, Mirova’s Climate Ambition strategy is an equity strategy aiming at decarbonizing the economy.

  • November 29, 2021
Climate Change: How Does it Impact Banks?

Climate change is for banks both a source of risks, in particular transition and reputational risks, and opportunities.

  • November 25, 2021
Mirova for Climate – Net Zero Roadmap

Mirova has established 4 levers of action to accelerate the transition towards a net Zero world: understanding the magnitude of the changes taking place, changing investment patterns, rethinking measurement tools and engaging in dialogue with all their stakeholders.

  • November 24, 2021
AEW Research – The Residential Potential

Asia Pacific’s multifamily sector is set to expand and is piquing the interest of investors.

  • November 23, 2021
Mirova’s Approach to ESG Assessment

Mirova as a responsible investor has developed its own assessment framework for environmental and social issues to guide its investment decisions, including ESG criteria and Sustainable Development Goals.

  • November 18, 2021
Real Estate: Why Diversification Is More Than A Buzzword

The pandemic has shown the value of a broad asset range and flexible allocation.

Equities: Performance Drivers Analysis

Earnings per share, financial multiples, dividend: what have been the biggest contributors to equity market growth over the recent years? Maximizing your total return requires a good allocation and a good understanding of these different performance factors.

  • November 16, 2021
Opportunities in Asia-Pacific Infrastructure Private Debt

Alistair Ho, Head of Private Debt APAC at Natixis IM Hong Kong, explains what are the main opportunities in the APAC infrastructure private debt market.

Investor Leadership Network - Climate Change Physical Risk Toolkit

This ILN Climate Change Physical Risk Toolkit is designed to provide practical guidance for investors to better understand the potential physical impacts of climate change on their investments and the corresponding financial implications.

  • November 15, 2021
Green Infrastructure Takes Off Across Asia-Pacific

Proliferation of ESG-Friendly Infrastructure Debt Provides Unprecedented Diversification Opportunity for Investors.

Green Bonds: The Revolution in Fixed Income

Green and sustainable bonds constitute the best vehicles on bond markets to accelerate the low-carbon transition.

  • November 10, 2021
AEW Monthly Research Report – October 2021

No Place Like Home: Defensive Residential Returns Attract Investors.

  • November 9, 2021
How To Mobilise Finance Against Global Warming?

Three experts at Ostrum discuss financial instruments aiming at thwarting climate change, including green bonds.

  • November 4, 2021
COP 26: Finance Facing the Risk of Climate Change

Ahead of the COP26, Ostrum looked into the climate issue through 4 lenses: mitigation, adaptation, finance and cooperation.

  • November 3, 2021
Moving On and Beyond: Asia Pacific

Update on real estate markets and where they are going.

  • November 1, 2021
Successful Solutions Require Meaningful Data

The complimentary of interesting investment ideas and robust data cannot be overstated, as Ossiam’s experience in Italy clearly demonstrates.

COP 26: How to Adapt to the Impacts of Global Warming?

Three experts at Ostrum put forward existing solutions to preserve climate, biodiversity and human rights.

  • October 27, 2021
ESG – Transition Your Portfolio for Tomorrow's World

Amber Fairbanks, Portfolio Manager, CFA® at Mirova US, talks to Citywire about their Global Sustainable Equity strategy and what sustainable investing means to them.

  • October 27, 2021
Infrastructure For Climate

Facing global warming, a study jointly conducted by Vauban IP and Altermind argues for accelerating the transition towards sustainable, low carbon and climate-resilient infrastructures through comprehensive and value-driven climate strategies.

  • October 26, 2021
Investing in Emerging and Frontier Economics: How Blended Finance Can Make the Most of Public Funding

ILN Position paper for COP26 and G20, in collaboration with the Rockefeller Foundation.

  • October 25, 2021
Accessing Illiquids: The Challenges of Private Market Investing

In this ClearPath Analysis roundtable, Natixis Investment Managers and MV Credit experts discuss the challenges of private market investing.

Accessing Illiquids: The Solutions For Attractive and Accessible Private Market Investments

In this ClearPath Analysis roundtable, Natixis Investment Managers and MV Credit experts discuss the opportunities of private market investing.

COP 26: How can the Global Warming Mitigation Target be Achieved?

3 experts at Ostrum share their point of view on how to achieve the +2° target of the Paris Agreement.

  • October 20, 2021
Making an “Impact” with Private Equity

Allocating acceleration capital to companies with innovative environmental solutions can create positive impact and attractive investment returns.

Greater Seoul Logistics – A Year in Review

Over the past year, e-commerce firms have expanded their physical presence rapidly, which has led to record high levels of demand for modern logistics space.

  • October 14, 2021
AEW Monthly Research Report – September 2021

Most recent data suggests lenders “risk-off” attitude.

  • October 13, 2021
Loomis Sayles’ Disciplined Alpha: Building Consistent Alpha, Bond By Bond

Loomis Sayles’ Disciplined Alpha Fixed Income team believes they can produce alpha consistently by understanding where bonds should trade at any given time and making good judgments within a structured process every day.

  • October 12, 2021
Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

  • October 11, 2021
Loomis Sayles on Loans – Q3 2021

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

  • October 7, 2021
Cold Storage – Crucial Property Infrastructure

COVID-19 has heightened both the demand for refrigerated space as well as the awareness of the critical role it plays in society broadly.

  • October 6, 2021
The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyses realized risk over recent crisis periods in global markets and considers future implications.

  • October 6, 2021
Solvency II Review

The European Commission put forward a comprehensive ‘review package’ of Solvency II rules with a potential impact on assets held by insurers.

Understanding the Booming Market for Sustainable Bonds

An in-depth analysis of the sustainable bond market, its outlook for 2021 and its main drivers.

  • October 4, 2021
2021 Global Retirement Index

The 2021 Natixis Global Retirement Index examines the factors that drive retirement security and provides a comparison tool for best practices in retirement policy.

Bridging the Cybersecurity Gap for Critical Infrastructure

Our connected world means it is now possible for unwanted actors to infiltrate power stations, electricity grids and maybe even democratic elections.

  • September 29, 2021
The Inflation Debate: Where do we Stand?

Inflation is back. Temporarily or for a long time?

  • September 28, 2021
If the Dollar Weakens, you may want to Own a Global Bond Strategy

The long US dollar bull market may be coming to an end.

  • September 23, 2021
A Dynamic Approach to Core Fixed Income Investing

The Loomis Sayles Core Fixed Income team explains why investment grade fixed income should always have a place in a diversified portfolio, despite a low global interest rates environment.

  • September 22, 2021
The Loomis Sayles Global Fixed Income Team Approach to ESG & Corporate Issuers

The team explains why weighing ESG impacts is important when analysing the value of a business.

  • September 16, 2021
How Proptech Could Revolutionise Real Estate

How innovations in real estate are preparing us for the post-Covid city.

  • September 15, 2021
What is Impact Investing?

Mirova breaks down the idea that’s redefining the investment industry.

  • September 9, 2021
Natixis IM Solutions – Market Review August 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • September 8, 2021
Solving The Private Markets Conundrum for UK DC

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Why ESG is Not Just a Green Bubble

ESG is no passing fad, as more investors are convinced that alpha can be found in ESG and regulators continue to introduce rules to lift ESG standards.

The New Core Fixed Income: An Expanding Set of Investment Opportunities

The ongoing search for yield is leading investors to think outside the box and look at alternative income sources.

  • September 1, 2021
Three Considerations For Insurers Weighing an EM Corporate Debt Allocation

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

  • August 27, 2021
US Economic & Property Market Perspective Q2 2021

AEW’s quarterly update on US Economy and Real Estate markets.

  • August 18, 2021
The Case for Core Infrastructure

Insurers benefit from long-horizon income, low volatility and reduced capital charge.

Natixis IM Solutions – Market Review July 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • August 3, 2021
A New Momentum for Value Investing

David Herro from Harris Associates explains why value investing may be reaching a new momentum.

  • July 30, 2021
AEW Monthly Research Report – July 2021

Long term trends alleviate concerns on runaway inflation.

  • July 29, 2021
Biodiversity: The Missing Piece in the ESG Puzzle

Sidelined by investors’ focus on carbon emissions, biodiversity can no longer be ignored.

Ostrum Point Of View

Inflation Risks: What impact for investors?

  • July 28, 2021
Gen Z: Who Else ?

This generation that never knew a world without internet is considered to be more socially and environmentally aware.

  • July 26, 2021
Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

  • July 22, 2021
A Tech Odyssey

The pandemic witnessed faster adoption of certain technologies but their sustainability can be quite an odyssey, as solutions never come without risks

  • July 21, 2021
Loomis Sayles on Loans – Q2 2021

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

  • July 20, 2021
Impact of Interest Rates, Credit Risk and Inflation on REIT Performance

AEW evaluates the REIT performance under fluctuating interest rate conditions, both long and short, inflation conditions, and credit risk profile of the general corporate sector.

  • July 16, 2021
Climate-Informed Real Estate Returns in Europe

How much will climate change impact European Real Estate returns?

  • July 14, 2021
Asia High Yield Outlook

Asia’s Road to Recovery – Uneven but in the Right Direction.

  • July 13, 2021
Natixis IM Solutions – Market Review June 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • July 8, 2021
Callable Bonds

Callable Bonds: which bonds SCR credit calculation method, what is the impact on their use?

  • July 2, 2021
How ESG Supercharged a Shiller Strategy

Combining smart beta with ESG filtering and carbon reduction techniques shown to enhance returns.

  • July 1, 2021
Renewable Energy in Light of Grid Parity

The gradual reduction of public support measures is ushering renewable energies into a new era; that of autonomy on electricity trading markets.

  • June 30, 2021
Loomis Sayles: Three Questions on Liability Hedging

A Loomis Sayles expert looks into duration risk, credit fixed-income and intermediate fixed-income.

  • June 25, 2021
Natixis IM Solutions – Market Review May 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • June 23, 2021
Ostrum: Sustainable Money Market

How to manage money market funds sustainably?

  • June 17, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

  • June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

  • June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

  • June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

  • June 15, 2021
Investor Portfolio Alignment with the Paris Agreement: a Multi-Sector, Multi-Asset Class Approach

S&P Trucost and Natixis IM Solutions detail the extension of the 2°C alignment assessment methodology to private and illiquid asset classes in order to obtain consistent multi-sector, multi-asset class analyses.

Long-duration Fixed Income: Market Conditions and Implications for Pension Plans and Insurers

Long-duration fixed income can play an important role in portfolios attempting to hedge against pension or long insurance liabilities, deflation, equity risk or simply taking a view that long-duration yields will decrease.

  • June 1, 2021
2021 ESG Investor Insights Report

Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.

AEW Monthly Research Report – May 2021

Will Logistics Continue To Be The Favourite Asset Class For Real Estate Investors?

  • May 26, 2021
The G Factor

Today’s world is changing, led by long term transitions: demographic, technological, environmental and related to corporate governance.

  • May 17, 2021
AEW Monthly Research Report

Strong resilience for regional European offices

  • May 17, 2021
What Investors Should Know About SFDR

Asset managers sorting funds into different sustainability categories realise it’s only the first step on a longer ESG classification journey.

  • May 14, 2021
NIM Solutions - Reflation Trade Not Over

The global growth outlook continues to improve, with European vaccinations accelerating, the US economy booming and Chinese growth still roaring.

  • May 10, 2021
Risk Factors and Total-Return Options for Insurers

Investors appear to be focused on the government’s pandemic-related stimulus and vaccination programs, and are questioning inflation expectations and the implications for real yields.

  • May 6, 2021
Natixis IM Solutions - Market Review April 2021

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • May 6, 2021
Greenium: An Ally, and Source of Opportunities

More than ever, green bonds are the focus of attention and the curiosity they are arousing is equalled by the questions they have raised.

  • May 5, 2021
AEW Mid-Year 2021 Outlook

Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.

  • May 4, 2021
Renewable Infrastructure as an Asset Class

One of the most important challenges for institutional investors is to deploy large amounts of capital and manage increasingly high liability commitments in an environment of low-yielding opportunities.

Finding Yield: How Insurers are Employing New Approaches

Insurers swapping out bond portfolios for higher-yielding credit instruments found deep in the capital structure.

  • April 29, 2021
Yield Curve Control: An Experiment in Real Time

We believe this is an exceptional period in global market monetary policy. In real time we are witnessing several countries using yield curve control (YCC) policies in varying forms.

  • April 27, 2021
Green Hydrogen, A Catalyst for the Energy Transition

A multipurpose gas with outstanding energy properties: per kilo, as it contains 2.2 times more energy than natural gas, 2.75 times more than petrol and three times more than crude oil.

  • April 27, 2021
Loomis Sayles on Loans - Q1 2021

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

  • April 26, 2021
Real Asset Debt: Crisis Expands Opportunity for Tailor-made Mandates

Consistent cashflows, even in periods of high volatility, enable investors to match long-term needs.

Ostrum Point Of View

Has the health crisis changed our view of the healthcare sector?

  • April 14, 2021
Loomis Sayles Investment Outlook – Q2 2021

Economic and earnings growth may exceed consensus expectations if the global economy continues to accelerate. Though we anticipate higher US Treasury yields, we doubt a modest rise in rates could meaningfully derail credit and equity market performance in the months ahead.

  • April 13, 2021
Private Debt and Liquidity Finally Meet

DC members and smaller DB schemes get long-awaited access to illiquid assets.

Utilities – the Transition to a Growth Sector

The Utilities, a sector in transition and at the core of the energy transition, may be an investment opportunity for long term investors such as insurers.

  • April 8, 2021
Infrastructure: the Rise of an Asset Class

In a Q&A, Gwenola Chambon, chief executive of Vauban Infrastructure Partners, explains how infrastructure became a portfolio staple.

Private Debt Has Unique Opportunity to Drive the ESG Agenda

Lender-friendly environment combined with investor focus on sustainability provide a unique opportunity.

Sustainable Investing: ESG versus SDG

Over the last ten years, financial markets, investors and economies have witnessed some of the most extreme, non warrelated events of the XXI century.

  • March 23, 2021
Shiller Barclays CAPE® US Sector Value: A Switching Strategy Between Value and Growth

Finding the right timing to switch from a Growth to a Value style (and conversely) in portfolios may be challenging for investors. Not for the Shiller Barclays CAPE US Sector Value Strategy.

  • March 22, 2021
Trends Everywhere 2020

What happened and which trends worked well in 2020?

Leveraged Loans Markets: US vs Europe

A closer look at the fundamental differences between the US and European Leveraged Loans markets.

  • March 11, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

  • March 9, 2021
2021 Preqin Global Hedge Fund Report: Risk Premia Investing Should Be Dynamic

Alternative risk factors, or premia, can be used to exploit the cyclical nature of the global economy.

  • March 9, 2021
2021 Preqin Global Private Debt Report: Why Private Credit Managers with a Dose of Paranoia Can Thrive

COVID-19 has sent many countries into a recession, with more defaults and financial restructurings the likely outcome. Against this background, attention has turned to the challenges facing private credit managers.

  • March 9, 2021
2021 Preqin Global Private Equity & Venture Capital Report: Mid-Market Private Equity: 2.0

We hear from Eric Deram, Managing Partner at Flexstone Partners, on solving the challenge of geographical diversification in the middle market.

  • March 9, 2021
The Era of Infrastructure 4.0

How digitalization can help infrastructure to answer the challenges of the post-Covid-19 world?

  • March 5, 2021
2020 Annual Review

MV Credit looks back at the private debt market in 2020 and focuses on the highlights of its strategy.

  • March 4, 2021
Infrastructure 4.0 – Are You Ready?

The digital transformation of infrastructure as an answer to the uncertainties created by the Covid-19 crisis and its aftermath

Financing the Necessary Ecological Transition of Transport

The energy, industry, buildings and transport sectors together currently account for three quarters of global greenhouse gas emissions, with mobility alone representing no less than 24% of CO2 emissions caused by energy combustion.

  • March 2, 2021
Next-Generation Real Estate

Rapid evolution in sustainable buildings raises the bar for property investors.

2020 Global Retirement Index

Five critical risks bring retirement security into focus.

Investing in Infrastructures to Accelerate Energy Transition

Essential, profitable, tangible, mature: all these features explain the growing interest of institutional investors in green infrastructures.

Culture is the Precursor to Diversity

Investment firms with strong corporate cultures can better support D&I efforts.

Renewable Energy Investments Demonstrate Resilience

Resilience is enhanced with infrastructure debt instruments.

Ostrum AM’s Equity Outlook for 2021

What can we expect on the equity markets in 2021 and what are the best strategies for equity insurance management?

  • February 4, 2021
Ostrum AM’s Outlook for 2021

An end to the crisis is in sight, with greater visibility for the markets.

  • February 2, 2021
The Common Misconception of Information Disadvantage in Private Equity

In this Clear Path Analysis report, Flexstone Investment Partners expert elaborates on how relationships coupled with a disciplined due diligence can address the information disadvantage to the benefit of the investors.

  • February 1, 2021
“The Green Sector has been Less Affected than Other Infrastructure”, says Mirova

In this Clear Path Analysis report, Mirova expert elaborates on how the pandemic crisis may energise infrastructure and where are the opportunities in next generation energy infrastructure.

  • January 27, 2021
Loomis Sayles on Loans - Q4 2020

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

  • January 26, 2021
Private Equity: the Lure of Local

Smaller, localised deals may outperform in a deglobalizing economy.

Private Debt Market is a Must-Have in Portfolios for Diversification as Well as Yield

In this Clear Path Analysis report, MV Credit experts elaborate on why more investors are looking into European private debt.

  • January 22, 2021
Insurers: the ESG Regulation Challenge

Global rule-making for sustainable investments is expanding and converging.

2021: The New World Starts Now

Our experts forecast the first year of the post-Covid economy

  • January 12, 2021
How to Hit the Buyout Sweet Spot

Systematic process matches the right investor to the right deal.

2021 Global Institutional Investor Outlook

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

Natixis IM Solutions - Market Review November 2020

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • December 8, 2020
Second Wave of Coronavirus Pandemic, Value in Euro Corporate Credit

Ostrum AM analyses the impact of the pandemic on the Euro credit market.

  • December 4, 2020
The Advent of the Pandemic Factor

The Pandemic Factor, Alpha Simplex Group’s quantitative factor aiming at identifying the daily influence of the coronavirus pandemic on stocks’ returns, may help investors manage risk and construct better portfolios.

  • December 2, 2020
Climate Change: Dealing with Rising Risk

Over the past decade, economic losses from natural disasters averaged $150 billion a year. Investors can’t ignore the effects of climate change any longer.

  • November 30, 2020
US Retirement: Investing for a Sustainable Future

In Europe, companies, investors and regulators have embraced responsible investment. By contrast, the US has been seen as a laggard.

  • November 30, 2020
Opportunities in Next-Generation Energy Infrastructure

Investment opportunities in the energy transition are no longer limited to the mature solar and wind segments.

Restructuring Series: Experience Matters

Since inception in 2000, MV Credit has been involved in a few restructuring scenarios, most of which date back to the GFC.

  • November 13, 2020
The Case for TIPS in a Post-Crisis World

Last March, The Covid-19 crisis ignited the sharpest economic downturn in modern history, sending financial markets into a tailspin.

  • November 4, 2020
Natixis IM Solutions - Market Review October 2020

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • November 3, 2020
Stock Picking in the US Market and the Effect of Passive Investments

Has stock picking in the US equity market become too complex that investors have finally decided to look at this asset class only through the lens of passive investment?

  • November 2, 2020
Natixis IM Solutions – Insight: US Election Scenarios

Trump or Biden? Which majority in the Senate and the House? Which are the scenarios for the upcoming US election and what they might mean for markets.

  • October 23, 2020
Future-Proofing Core Real Estate

The pandemic highlights the need to follow socioeconomic mega-trends.

Loomis Sayles on Loans - Q3 2020

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

  • October 20, 2020
Investment Outlook - October 2020

Economic activity rebounded sharply over the third quarter, pushing the global economy out of the downturn phase of the credit cycle.

  • October 12, 2020
Natixis IM Solutions - Market Review September 2020

Discover the monthly macro and market analysis of Natixis IM Solutions.

  • October 8, 2020
Investor Leadership Network Climate Change Mitigation and Your Portfolio: Practical Tools for Investors

Investor Leadership Network Position paper providing practical tools for the investment industry to recognize climate risks sooner and speed the transition to a more sustainable economy.

MV Credit: 20 Years of Experience in Fund Financing

MV Credit has a broad experience in using fund financing to create value for investors and working with lenders.

  • September 25, 2020
Natixis IM Solutions - Insight: Addicted to Stimulus?

Will massive monetary and fiscal stimulus measures all around the word be sufficient? What are the long-term consequences?

  • September 21, 2020
Experienced Managers with A Dose Of “Healthy Paranoia” Will Thrive in the Post-Covid Downturn

The Covid-19 crisis has triggered a downturn, bringing challenges that experienced managers can overcome with strict investment discipline, partnering with private equity sponsors and active monitoring of credits.

  • September 16, 2020
Covid-19 Has Redefined Infrastructure Needs: Implications for the Municipal Bond Market

Municipal system administrators and investors are reassessing whether the long-term prospects for many critical sectors of the economy have changed irreparably

  • September 16, 2020
Lenders Should Look Beyond Covenants for Downside Protection

While the eyes of many are on loan documentation, Nicole Downer of MV Credit says the focus should be elsewhere, including fostering solid relationships with sponsors.

Loomis Sayles: Blended Emerging Markets Debt a Paradigm Shift

Think differently about emerging markets (EM) debt investing.

  • September 9, 2020
Real Estate Debt Helps Investors Ride out Crisis

Senior secured loans bring some certainty to an uncertain world.

Loomis Sayles on Loans - Q2 2020

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

  • August 25, 2020
Restructuring Series: Partnering with the Right Sponsor

MV Credit believes that partnering with the right sponsor is a key factor behind its 20-year strong track record and can help minimise the impact of credit losses.

  • August 21, 2020
Loomis Sayles Global Equity Opportunities: A Long-term, Best-Ideas Approach

This strategy seeks attractive long-term opportunities through a highly collaborative best-ideas approach grounded in fundamental research.

Investment Outlook - July 2020

The global economy is transitioning from the downturn phase of the credit cycle into credit repair.

  • August 18, 2020
Meaningful Distinctions: Emerging Market Corporate Bonds Versus Emerging Market Sovereigns

After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.

  • August 10, 2020
Natixis IM Solutions - Market Review August 2020

Admittedly, consumption has rebounded considerably since mid-May due to pent-up demand as households spent part of the savings they had accumulated during lockdown.

  • August 4, 2020
COVID-19 Impact on Real Estate: A Global View from AEW

What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

  • August 3, 2020
Restructuring Series: Credit Selection is Critical

The importance of credit selection cannot be stressed enough

  • July 29, 2020
Horizons Q3 2020: Discover Ostrum AM’s latest quarterly outlook

Ostrum Asset Management expert’s economic and market analysis

  • July 28, 2020
Covid Bonds – an Emergency Aid Funding Method Worth Addressing Selectively

Ostrum AM has taken a closer look at this market to assess its features, opportunities and limitations of this new product.

  • July 16, 2020
We Don’t Time Cycles, We Manage Cycles

How MV Credit has managed to successfully navigate the credit cycles over the last 20 years.

Assessing the Risk Scenarios

Second wave, recession, trade war, US elections…. Natixis IM Solutions assesses the risk scenarios ahead.

  • July 14, 2020
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COVID-19: Impact on Renewables

Ostrum Private Debt Real Asset team looks into the impacts of the COVID-19 crisis on the renewable sector.

  • July 3, 2020
Sustainable Global Equities: The Final Frontier

Core ESG equity portfolios can outperform both ESG benchmarks and financial indices.

Thinking Inside the Box

Lifting the lid on the world of algorithms, machine learning and artificial intelligence.

  • July 2, 2020
Getting the Big Picture Right in Multi-Asset Credit Investing

Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.

  • June 25, 2020
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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MV Credit Partners - 20 Years’ Experience Weathering Market Cycles

Nicole Downer, Managing Partner at MV Credit, elaborates on the importance of experience to navigate ‘crisis’ periods thanks to their two decades track record.

Natixis IM Solutions - Insight: Assessing the Risk Scenarios

Selloff. Rebound. Now what? As the rally moves forward and our outlook becomes more constructive, it is worth assessing the risk scenarios ahead.

  • June 18, 2020
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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.

The Folly of the Fetish for Liquidity

Why DC schemes may need to rethink their default options.

Are Your Leveraged Loans Performing?

Amid high market stress, robust strategies can continue to deliver.

Three Questions on Credit: Environmental, Social & Governance (ESG) Factors

How is the pandemic impacting issuers from an ESG standpoint

  • June 10, 2020
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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

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?

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

In the face of coronavirus lockdown and resulting economic malaise, multiple data shows the sustainability sector is outperforming the wider market. Yet not all ESG investment managers are the same. Many continue to invest in poor ESG-rated industries while others do not – and some strategies are therefore proving to be more resilient.

Vauban’s Core Infrastructure Financing

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

  • May 12, 2020
  • Financial Professional content – requires login
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

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?

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

  • May 5, 2020
Five Perspectives on Emerging Market US Dollar Corporate Debt

Investors of many types were blindsided by the COVID-19 Crisis. Emerging Market (EM) debt investors, familiar with volatility and the opportunities market dislocations can provide, have been assessing portfolio allocations in light of shifting valuations.

  • May 4, 2020
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

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

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'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?

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?

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

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?

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

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

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

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
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
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

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

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?

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

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

  • April 6, 2020
2019 Global Survey of Professional Fund Buyers

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

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

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

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?

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
AEW – Managing & Pricing Climate Risk

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

  • March 12, 2020
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

Staying ahead of investors’ expectations.

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

Exploiting the cyclicality of investment factors.

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

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

Ostrum Asset Management expert’s economic and market analysis.

  • January 30, 2020
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?

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.

  • January 17, 2020
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

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

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

Are we at the dawn of a cyclical change?

  • January 6, 2020
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?

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

Ostrum Asset Management expert’s economic and market analysis.

  • December 12, 2019
European Mezzanine ABS Bonds

A fixed income alternative in a low rate environment.

  • December 11, 2019
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

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

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

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

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

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 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

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 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

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

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

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

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

  • October 23, 2019
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

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

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

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

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
TCFD Implementation

Climate change is a major systemic risk and perhaps one of the most daunting challenges of our time. We are eager to act together to address this global challenge head on.

  • September 18, 2019
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?

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?

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?

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

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

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

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

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.

  • August 2, 2019
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

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

Continuing to seek risk-adjusted excess returns.

  • July 10, 2019
Crisis or Correction?

Managing expectations for managed futures and crisis alpha.

There’s Value in Planes

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

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

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

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.

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?

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

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
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?

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 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

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

  • April 25, 2019
Buy & Maintain

Understanding Loomis Sayles' approach for investment grade corporates

  • April 17, 2019
Integrating ESG Risks in Private Debt

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

2018 Private Debt Annual Review

MV Credit shares their thoughts about the European leveraged loan market

  • April 15, 2019
Machine Learning meets ESG

How computing power can extract alpha from complex ESG data

  • April 5, 2019
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

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

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

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

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

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

  • March 25, 2019
Investing In Real Assets Private Debt

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

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

Creating bespoke portfolios through alignment of bank and asset management capabilities

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

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?

MV Credit: Interview with Frederic Nadal, CEO.

  • February 20, 2019
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

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

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

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

  • January 10, 2019
When the Going Gets Tough

2019 European annual outlook

  • December 5, 2018
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

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

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

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

Is the Future Worth Investing for?

Experts call for directing private capital to land restoration.

  • November 2, 2018
Understanding Smart Beta Returns

Ossiam Research Publication

  • October 30, 2018
Impact Report 2018

Aligning Economy with Ecology

  • October 23, 2018
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?

European Office Review

Limited new supply drives rental growth.

  • October 11, 2018
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

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

An in-depth assessment of retirement in the world.

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

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

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

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

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

French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

  • August 25, 2018
The New Economic Order

H20 Letter

  • August 5, 2018
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

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

Innovate to meet the e-commerce challenge.

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

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

Acting as a Responsible Investor

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

  • June 15, 2018
The Dearth of US Dollars

H20 Letter

  • June 12, 2018
Emerging Equities

Ostrum AM focuses on stockpicking and avoids market "noise".

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

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

A good match for fixed income investors' concerns.

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.

Managing Global Sovereign Bonds with a Smart Lens

Scorecard for unique Enhanced Beta investment strategy.

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

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

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 will disrupt the way in which transactions are made.

The California Green Rush

Four key insights on Golden State residents and green bonds.

  • March 15, 2018
Infrastructure Debt Market Insight

NAM Newsletter

  • March 9, 2018
Aviation Letter

Annual outlook of aircraft industry.

  • March 6, 2018
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?

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

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

Mirova's analysis of HLEG recommendations.

US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

  • February 5, 2018
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

Responsible Investment Research

  • January 18, 2018
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

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

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

An interview with Mirova's CIO.

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

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?

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

European Broadband Networks

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

  • October 1, 2017
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

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

  • July 24, 2017
Real Asset Debt: A Substitute for Bonds?

Collateralised assets benefit insurers under Solvency II.

2017 Global Retirement Index

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

  • July 12, 2017
European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

  • July 1, 2017
Trump's Decision: A Chance for Climate

Comments on US withdrawal from Paris climate agreement.

Mirova's Responsible Investment Report

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

  • June 6, 2017
Aviation Letter

Annual outlook of aircraft industry.

  • May 2, 2017
Finance and Climate Change

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

European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

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

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

French Election

What does the outcome mean for global financial markets?

  • April 8, 2017
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

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?

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

  • February 20, 2017
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

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

  • January 20, 2017
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 investing may not be all that bad for active management.

  • December 1, 2016
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
Solving the Insurance Equation

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

What is Value for Money?

Pension schemes face up to new challenge.

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

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

Active Share

How passive is your active manager?

  • September 12, 2016
Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt.

2016 Global Retirement Index

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

  • September 1, 2016
Redefining Defined Contribution

How can pension providers keep up in an evolving space?

  • August 2, 2016
Real Estate Alchemy

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

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

Q&A with Dr. Andrew Lo.

  • July 24, 2016
Midyear Outlook and Living in a Post-Brexit World

Capital Market Notes

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

Vaughan Nelson insight.

  • July 12, 2016
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 implications for UK and global markets.

  • July 1, 2016
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

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

Alternative Strategies May Add Value to Institutional Portfolios

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

  • April 15, 2016
Real Estate Debt

An alternative to conventional fixed income investments.

Liquidity Risk in the Fixed Income Markets

NAM Fixed Income ideas.

  • April 7, 2016
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.

Enhanced Beta

A fixed income strategy combining active management and smart beta.

How to Assess How Active a Portfolio Is?

Not all high active share managers are created equal.

  • February 7, 2016
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

Mirova's insights on COP21's conclusions.

  • December 2, 2015
Insurance survey

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

  • December 1, 2015
Mirova's Insights

Investing for a low carbon economy.

  • November 1, 2015
Hop Aboard the US Growth Engine

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

Finding Water in the Desert

New regulations raise the bar for liquidity management.

  • April 1, 2015