What to expect for the coming year? Find out which themes may impact global markets in 2023 according to Natixis Investment Managers and its affiliates. Our experts from all around the world give their perspective on markets, asset classes, and the challenges to come.

You can find below the point of views of the experts of Natixis Investment Managers:


Attractive Entry Point for International Equity Investing

Valuations and differentials on stock prices and currencies make international equities attractive, says David Herro.

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What’s Ahead for Global Equities in 2023?

Macro factors, small caps and sector standouts in global equities are explored by Vaughan Nelson’s Chris Wallis.

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Sustainable equities outlook : Solutions needed for a changing world

“Megatrends are going to define how we organise our economy”, says Jens Peers, CEO and CIO of Mirova US* in his recent interview with Citywire

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2023 Outlook - Macro

Point of view of Philippe Waechter, Head of Economic Research, Ostrum AM

2023 Outlook - Allocation

Point of view of Stéphane Déo, Head of Market Strategy, Ostrum AM

2023 Outlook - Credit

Point of view of Philippe Berthelot, Head of Money Market and Credit management, Ostrum AM