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Related Articles
Loomis Sayles - Growth Equity Alpha Thesis 2019
Continuing to seek risk-adjusted excess returns.
Market Outlook 2024
Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2024.
Beneath The Surface
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.
An Unprecedented Situation in Global Equity 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.