Insights

The Euro credit market offers opportunities for active managers with a proven process and extensive data analysis capabilities.

Conservative portfolios likely to perform better amid higher rates and rising likelihood of default.

Read Natixis IM Solutions' latest Pulse on the US market.

Read Natixis IM Solutions' latest monthly market review.

Read AEW Europe’s latest monthly research report.

How direct lenders should avoid it and what they should do.

Diversification within a bond portfolio does not always go hand in hand with decorrelation and performance.

Many investors have been trepidatious when it comes to the positive market movement we have seen in 2023. Coming off a rocky, potentially oversold 2022 positive momentum made sense. However, given the global macroeconomic questions, investors speculated that stocks looked expensive through the first six months of this year. By digging deeper and employing our long-term valuation-based approach, there are still opportunities to be had.

Our experts from AEW, Mirova and MV Credit discuss the outlook for private assets and where they see the specific opportunities across private equity, debt, and real estate markets.

The rise in global equity markets observed in 2023, through until the summer, was chiefly attributable to expanding valuation multiples in the most speculative sectors.

The subordinated debt asset class offers attractive levels of yield within a universe comprised of highly creditworthy issuers.

Loomis believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

Ossiam explains their food & biodiversity approach illustrated with the case of McDonald’s

Higher interest rates leads Mirova to focus on asset performance optimisation after intense pioneering period.

Read Natixis IM Solutions' latest monthly market review.

Can transition risk and physical risk impact be integrated in a single climate change risk premium?

The business model and drivers for natural capital investing have evolved.

It may not be fashionable, but focusing on downside protection can help beat the index

The European Union and the United States are committed to ambitious climate policies aimed at achieving carbon neutrality in their respective territories by 2050. To this end, each bloc has defined its own regulations, which include specific milestones along their respective decarbonisation trajectories.

The Loomis Sayles Disciplined Alpha (DA) Team seeks to consistently deliver excess returns relative to the Bloomberg US Aggregate Bond Index (Aggregate) and similar indices.

Relative value approach allied to disciplined risk management requires deep resources.

This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.

Read Natixis IM Solutions’ latest market review.

Read Natixis IM Solutions’ latest Pulse on the UK market.

Negative technical factors rather than fundamental concerns are driving today’s attractive spread levels in high-quality securitized bonds.

Think differently about emerging markets (EM) debt investing.

AEW’s latest quarterly research outlook on the Asian real estate market.

AEW’s latest quarterly research outlook on the US real estate market.

AEW Europe’s monthly research outlook.

In the summer of 2022, Russia cut off most of natural gas supply, threatening European economies. A year on, the energy crisis has faded and Europe has adapted.

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

More than fifty percent of the world’s GDP is moderately or highly dependent on nature and its services. The destruction of biodiversity can have a global economic and financial impact.

The positive trajectory of seniors housing continued through the first half of 2023 with absorption pacing well ahead of inventory growth.

Read Natixis IM Solutions’ latest market review.

Several dynamics have aligned that we believe present an attractive investment inflection point for a sector with protracted tailwinds.

In this second edition of 'Across the Universe', Hervé Guez, Raphaël Lance, and Marc Romano from Mirova, discuss the strategic role of investors in channeling financing towards innovation and solutions for the energy transition.

After a solid H1, strategists warn investors on risk of complacency.

Gaelle Mallejac’s point of view.

Ostrum’s views for H2 2023.

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

Read Mirova’s Impact Report 2022.

The global energy transition is vast, complex, rapidly-changing, daunting and exciting. It’s also an immense shift in the global investment landscape that all investors need to factor into their decision-making.

Loans are typically seen as an asset class to own when rates are on the rise, but what is the case for owning loans when rates are static, staying at this level without much possibility for subsequent hikes? The answer here is yield.

The core objective of any public pension plan is to ensure it can make regular benefit payments. It’s a straightforward objective, but the execution tends to be considerably harder.

ESG risk is not uniformly affecting companies as there are stark differences across countries, market cap sizes and sectors.

We once again find ourselves in an environment where just a handful of stocks are conveying a skewed view of the path for equities as a whole.

Natixis IM Solutions’ latest monthly market review

Ostrum explains why the context is in favour of Emerging Market Debt.

Read AEW Europe’s latest monthly research report.

The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint.

By using both a simplified example and real data on major stock market indices, Ossiam explains that when it comes to temperature scores, the aggregation method choice is particularly important and full of consequences.

Faced with the deadlock in debt restructuring negotiations and financial support for poor countries, is the debt-for-nature swap a solution to the climate and debt crisis they are facing?

An understanding of the differences of the European and US Private Debt markets is critical for any investor looking prospectively at the two investment opportunities, and an experienced manager can seize opportunities in the European market.

2023 offers the opportunity to review portfolios’ structure and to implement a more active management, in order to take full advantage of the new market conditions, while integrating accounting concerns, explains Rémi Lamaud, Solution Expert, Insurance Management and ALM Solutions at Ostrum.

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

New Opportunities to Help Diversify and Strengthen Insurance Portfolios

Mirova is using every lever available to an asset management company. These include supporting the most active companies in the environmental and social transition, driving strategic change at the heart of major corporations, and mobilizing their ecosystem.

To fully blend biodiversity issues in the financial sector, we need to address two crucial challenges investors are currently facing: data availability and a global target framework to counter biodiversity loss.

Companies are not yet paying the price for the services rendered by nature, nor for the pressures they exert on it. It's a safe bet that negative externalities will be accounted for in the years to come, to put a value on the destruction wrought on the climate and nature.

AEW Europe's monthly research report.

The point of view of three experts at Ostrum.

Natixis IM Solutions' latest monthly market review.

To accelerate the energy transition in light of the climate emergency, it is crucial that we bring all players to the table, argue Hervé Guez, CIO for Equity, Fixed Income and Social Impact Investing, Raphaël Lance, Head of Energy Transition Funds, and Marc Romano, Head of Impact Private Equity at Mirova.

Many high-quality companies can be unearthed if you are willing to turn over some rocks.

AEW sets out concrete steps for meaningful climate-change adaptation.

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

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

How to achieve long-horizon equity growth with lower volatility.

Discover the monthly macro and market analysis of Natixis Investment Managers Solutions.

Progress report on Mirova's roadmap in favour of biodiversity #2 - Impact investing in action to contribute to a Nature-positive economy.

At the start of 2023, the bullish and the bearish investor each had reasonable cases for what this year should bring in the equity markets.

Light at the end of the tunnel.

Natixis IM Solutions offers multi-asset allocation services including innovative private asset approach to improve portfolio diversification and liquidity.

A collection of MV Credit thought leadership pieces.

If there is one certainty for pensions, it is that monthly benefit obligations will continue for the life of the plan regardless of what is happening in the markets.

Sourcing and risk management are key to executing green projects in the region.

Alone responsible for 73% of carbon dioxide emissions, the energy sector is at the forefront of a change of model. But while the trajectory has been mapped out, many challenges still lie ahead, and there are huge needs for financing.

Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.

Discover the monthly macro and market analysis of Natixis Investment Managers Solutions.

Alpha generation is more stable when quant and discretionary macro are combined.

Appetite for core infrastructure is soaring as investors seek a safe harbour in a storm, says Vauban CEO and founder Gwenola Chambon.

This paper argues that the strong performance of the CAPE US is a matter of efficiency rather than “luck”.

Ostrum AM’s one-stop shop adds value to institutional investors’ pre-trade, trading and post-trade activities.

All stakeholders are focused on sustainable investments and climate impact, at all levels, creating an environment favorable to the sustainable bond market whose current framework may improve over time.

Matthieu Rolin, Senior Portfolio Manager at Thematics AM, shares his views on the opportunities in equity markets in 2023.

Jens Peers, CIO, Portfolio Manager at Mirova US, shares his views on the opportunities in equity markets in 2023.

This article seeks to explore the role of ESG Engagement for private credit managers as a necessary and desirable component of a comprehensive ESG strategy integrated into the investment process, as well as over the life of ownership.

What is biodiversity? How do we measure companies' impact on it and how to invest to preserve it?

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

Discover the monthly macro and market analysis of Natixis Investment Managers Solutions.

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

Bank loans are designed to be somewhat resistant to both principal risk (because of collateral) and interest rate risk (because of floating coupons). Loomis believe an allocation to bank loans can be a strong addition to a fixed income portfolio for both the short-term and long-term investor.

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

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

As yields rebound, investors seek high credit quality and strong SRI credentials.

What are the impacts of ESG factors on the Telecom industry and what are the main challenges?

Changing yields, property valuations, and investment opportunities.

Semi-liquid solution allows smaller institutional investors to access private debt.

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

Are insurers missing an opportunity when it comes to their limited allocation to emerging market corporate debt?

This report provides debt funding gap (DFG) analyses.

CFA Institute – with input from Natixis Investment Managers – launches global standards to make ESG investing more transparent.

In 2022, the increase in rates which fueled the rise of the equity market volatility and its negative performance, does not explain the outperformance of low volatility portfolios.

The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.

Nicole Downer, Managing Partner at MV Credit, explains the firm's key ESG initiatives.

Surge in motivated sellers and significant discounts bode well for secondary investors ready to deploy.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

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

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

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

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

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

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

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

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

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.

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

Positioning for disruption.

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

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.

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

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.

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.

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.

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

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

Points of view of three experts at Ostrum.

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

Corporate governance has material impact on equity performance.

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

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.

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

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

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.

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

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

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.

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

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

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

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.

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

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

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.

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

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

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

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

AEW’s quarterly update on the Seniors housing market.

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

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.

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

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

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

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

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.

Read Natixis IM Solutions' latest Market Review.

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

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.

Discover AEW's Monthly Research Report of June.

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

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

Discover Natixis IM Solutions’ latest perspectives.

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

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

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

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

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

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

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

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

Find out about the latest perspectives from Natixis IM Solutions.

Repricings & reopenings trigger shopping centre outperformance.

Why does biodiversity matter and what role does water play?

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

Increased transparency and defensive themes can provide comfort to investors.

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

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.

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

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.

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

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.

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.

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.

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

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.

When growth capital builds the clean mobility of tomorrow.

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

Discover Natixis IM Solutions’ latest perspectives.

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

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.

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

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

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

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.

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.

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

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.

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

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

Discover Natixis IM Solutions’ latest perspectives.

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

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.

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

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

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.

A long-term, best ideas approach.

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

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.

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

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.

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.

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.

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.

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

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

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.

Know more about Mirova Environmental Impact Private Equity strategy.

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

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

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

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

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

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.

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.

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

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

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

Discover Loomis Sayles’ latest quarterly outlook.

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

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.

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

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.

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

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.

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.

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.

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

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

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

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

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

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.

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

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.

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

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.

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

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.

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

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.

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.

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.

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

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

No Place Like Home: Defensive Residential Returns Attract Investors.

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

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

Update on real estate markets and where they are going.

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

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

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

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.

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

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

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

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

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

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.

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

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.

Discover Loomis Sayles’ latest quarterly outlook.

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

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

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

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

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

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

Inflation is back. Temporarily or for a long time?

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

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.

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

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

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

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

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

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

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

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

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

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

Long term trends alleviate concerns on runaway inflation.

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

Inflation Risks: What impact for investors?

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

Discover Loomis Sayles’ latest quarterly outlook.

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

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

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.

How much will climate change impact European Real Estate returns?

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

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

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

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

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

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

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

How to manage money market funds sustainably?

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.

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

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

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

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 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.

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

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

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

Strong resilience for regional European offices

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

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

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.

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

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

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.

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.

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

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.

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.

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

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

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

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.

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

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.

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

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

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

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.

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

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

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

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.

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

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

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

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

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.

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

Five critical risks bring retirement security into focus.

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

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

Resilience is enhanced with infrastructure debt instruments.

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

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

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.

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.

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

Smaller, localised deals may outperform in a deglobalizing economy.

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

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

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

Systematic process matches the right investor to the right deal.

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

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

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

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.

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

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

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

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

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

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?

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.

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

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

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

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

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

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

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.

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

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.

Think differently about emerging markets (EM) debt investing.

Senior secured loans bring some certainty to an uncertain world.

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

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.

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

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

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

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.

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

The importance of credit selection cannot be stressed enough

Ostrum Asset Management expert’s economic and market analysis

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

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

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

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

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

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.

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

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

Why DC schemes may need to rethink their default options.

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

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

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

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.

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.

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

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.

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

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

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.

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.

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

Q&A with Loomis Sayles Global Fixed Income Portfolio Managers

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.

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

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.

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.

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.

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.

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

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.

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

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

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

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.

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

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.

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.

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.

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.

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

Staying ahead of investors’ expectations.

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.

Exploiting the cyclicality of investment factors.

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.

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.

Ostrum Asset Management expert’s economic and market analysis.

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.

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

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

Are we at the dawn of a cyclical change?

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.

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.

Ostrum Asset Management expert’s economic and market analysis.

A fixed income alternative in a low rate environment.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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%.

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

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

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?

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

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.

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.

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.

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.

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

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.

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

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.

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.

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.

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.

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.

Continuing to seek risk-adjusted excess returns.

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

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

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

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.

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.

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.

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

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

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

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.

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

Understanding Loomis Sayles' approach for investment grade corporates

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

MV Credit shares their thoughts about the European leveraged loan market

How computing power can extract alpha from complex ESG data.

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

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

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

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

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

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

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

Creating bespoke portfolios through alignment of bank and asset management capabilities

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

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

MV Credit: Interview with Frederic Nadal, CEO.

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

2019 European annual outlook

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.

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

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

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

Experts call for directing private capital to land restoration.

Ossiam Research Publication

Aligning Economy with Ecology

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

Limited new supply drives rental growth.

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

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.

An in-depth assessment of retirement in the world.

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.

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

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

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

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

European Research Monthly Update

H20 Letter

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.

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.

Innovate to meet the e-commerce challenge.

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

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

H20 Letter

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

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.

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.

A good match for fixed income investors' concerns.

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

Scorecard for unique Enhanced Beta investment strategy.

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

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

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

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

Four key insights on Golden State residents and green bonds.

NAM Newsletter

Annual outlook of aircraft industry.

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

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

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

Mirova's analysis of HLEG recommendations.

AEW US Q4 2017 Real Estate Market Outlook

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

Responsible Investment Research

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

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

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

An interview with Mirova's CIO.

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

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

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.

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

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

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

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

Collateralised assets benefit insurers under Solvency II.

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

AEW Europe Q2 2017 Real Estate Market Outlook

Comments on US withdrawal from Paris climate agreement.

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

Annual outlook of aircraft industry.

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

AEW Europe Q1 2017 Real Estate Market Outlook

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

What does the outcome mean for global financial markets?

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

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

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

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

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

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

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

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

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

Pension schemes face up to new challenge.

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

How passive is your active manager?

Institutional investors are increasingly attracted by real asset private debt.

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

How can pension providers keep up in an evolving space?

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

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

Capital Market Notes

Vaughan Nelson insight.

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

Brexit implications for UK and global markets.

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

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

An alternative to conventional fixed income investments.

NAM Fixed Income ideas.

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

A fixed income strategy combining active management and smart beta.

Not all high active share managers are created equal.

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

Mirova's insights on COP21's conclusions.

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

Investing for a low carbon economy.

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

New regulations raise the bar for liquidity management.