Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2024.
The Euro credit market offers opportunities for active managers with a proven process and extensive data analysis capabilities.
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.