Coronavirus Implications for Global Markets
You can find below the point of views of the experts of Natixis Investment Managers and its affiliates regarding the Coronavirus and its impact on global markets. The page will be updated with the most actual content and information as the situation evolves.
Published in May 2020
AEW
An affiliate of Natixis Investment Managers.
Privately-held French "Société anonyme à conseil d’administration".
Real-estate investment manager under n°T 8324 delivered by the Prefecture de police de Paris.
Share capital: €17,025,900. RCS Paris: B 409 039 914.
8-12 rue des Pirogues de Bercy 75012 Paris, France
www.aeweurope.com
Alpha Simplex Group, LLC
An affiliate of Natixis Investment Managers.
255 Main Street, Cambridge, MA 02142
www.alphasimplex.com
Dorval Asset management
An affiliate of Natixis Investment Managers.
A public limited company under French law (Société Anonyme) with share capital of €303,025.
Registered with the RCS of Paris under number B 391 392 768.
AMF approval No. GP 93-08.
1 rue de Gramont 75002 Paris
www.dorval-am.com
Harris Associates L.P.
An affiliate of Natixis Investment Managers
Investment adviser registered with the U.S. Securities and Exchange Commission (IARD No. 106960), which is licensed to provide investment management services in the United States
111 S. Wacker Drive Suite 4600
Chicago, IL 60606, USA
www.harrisassoc.com
Ossiam
An affiliate of Natixis Investment Managers.
French Public Limited Liability Company (Société anonyme) governed by an executive board and a supervisory board with a share capital of 261 240 €.
RCS Paris: 512 855 958.
6 place de la Madeleine, 75008 Paris, France
www.ossiam.com
Ostrum Asset Management
An affiliate of Natixis Investment Managers
French Public Limited liability company with board of Directors
Share capital €27 772 359
Regulated by the Autorité des Marchés Financiers (AMF) under no. GP 18000014
RCS Paris n° 525 192 753
43 avenue Pierre Mendès France
75013 Paris
www.ostrum.com
Vaughan Nelson Investment Management, L.P.
An affiliate of Natixis Investment Managers.
600 Travis St., Suite 6300 Houston, TX 77002-3071, USA 713.224.2545
www.vaughannelson.com
Natixis Investment Managers
RCS Paris 453 952 681
Share Capital: €178 251 690
43 avenue Pierre Mendès France
75013 Paris
www.im.natixis.com
This communication is for information only and is intended for investment service providers or other Professional Clients. The analyses and opinions referenced herein represent the subjective views of the author as referenced unless stated otherwise and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material.
Copyright © 2020 Natixis Investment Managers S.A. – All rights reserved.
Flash - by Esty Dwek, Head of Global Market Strategy at Natixis IM Solutions
Immediate insight and analysis of major market events from the Natixis IM Solutions Global Market Strategy team.
AlphaSimplex Group
Dorval AM
Harris Associates
Natixis Investment Managers
MV Credit
Ossiam
Vaughan Nelson
Ostrum - Philippe Waechter Blog
- Strongest decline in US activity since the 4th quarter 2008
- Historical decline in French GDP
- Limited rebound in the Chinese activity
- Covid-19 in the US
- Germany 1923 versus World 2021
- Chinese growth has disappeared
- The perverse equation of an epidemic for growth
- The global coming recession (What to expect this week)
- The ECB will not follow the Federal Reserve
- Fed’s pessimism on the coronavirus
- China and the world – the story of a revolution
Ostrum - Market Analysis
- May could be a turning point
- Resilient China
- Hope vs. Reality
- Covid 19: What is the Impact on Infrastructure Debt Worldwide?
- Fluctuat nec mergitur
- On the edge
- The World is in synchronous recession
- Time trial
- COVID-19: Ostrum AM’s business continuity measures
- The invisible enemy
- Panic in stock markets
Loomis, Sayles & Company - Blog
- The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch
- Treasury Liquidity on the Rebound
- ECB Bazooka: A Look at its Rescue Programs
- Jae Park and Michael Giles on the COVID-19 Crisis, Credit Cycle and Investing with Conviction
- Fed to the Rescue: Providing Liquidity to the Corporate Bond Market
- Can the Fed Fix the Treasury Market?
- Quick Takes on the Market and Economic Impact of the Coronavirus
Loomis, Sayles & Company - Whitepapers
AEW
An affiliate of Natixis Investment Managers.
Privately-held French "Société anonyme à conseil d’administration".
Real-estate investment manager under n°T 8324 delivered by the Prefecture de police de Paris.
Share capital: €17,025,900. RCS Paris: B 409 039 914.
8-12 rue des Pirogues de Bercy 75012 Paris, France
www.aeweurope.com
Alpha Simplex Group, LLC
An affiliate of Natixis Investment Managers.
255 Main Street, Cambridge, MA 02142
www.alphasimplex.com
Dorval Asset management
An affiliate of Natixis Investment Managers.
A public limited company under French law (Société Anonyme) with share capital of €303,025.
Registered with the RCS of Paris under number B 391 392 768.
AMF approval No. GP 93-08.
1 rue de Gramont 75002 Paris
www.dorval-am.com
Harris Associates L.P.
An affiliate of Natixis Investment Managers
Investment adviser registered with the U.S. Securities and Exchange Commission (IARD No. 106960), which is licensed to provide investment management services in the United States
111 S. Wacker Drive Suite 4600
Chicago, IL 60606, USA
www.harrisassoc.com
Ossiam
An affiliate of Natixis Investment Managers.
French Public Limited Liability Company (Société anonyme) governed by an executive board and a supervisory board with a share capital of 261 240 €.
RCS Paris: 512 855 958.
6 place de la Madeleine, 75008 Paris, France
www.ossiam.com
Ostrum Asset Management
An affiliate of Natixis Investment Managers
French Public Limited liability company with board of Directors
Share capital €27 772 359
Regulated by the Autorité des Marchés Financiers (AMF) under no. GP 18000014
RCS Paris n° 525 192 753
43 avenue Pierre Mendès France
75013 Paris
www.ostrum.com
Vaughan Nelson Investment Management, L.P.
An affiliate of Natixis Investment Managers.
600 Travis St., Suite 6300 Houston, TX 77002-3071, USA 713.224.2545
www.vaughannelson.com
Natixis Investment Managers
RCS Paris 453 952 681
Share Capital: €178 251 690
43 avenue Pierre Mendès France
75013 Paris
www.im.natixis.com
This communication is for information only and is intended for investment service providers or other Professional Clients. The analyses and opinions referenced herein represent the subjective views of the author as referenced unless stated otherwise and are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material.
Copyright © 2020 Natixis Investment Managers S.A. – All rights reserved.
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