Loomis Sayles - Investment Outlook - April 2024

Loomis Sayles' quarterly outlook on global markets.

April 4, 2024
Natixis IM Solutions - Market Review - March 2024

Natixis IM Solutions' monthly view on the markets.

April 4, 2024
2024, A Singular Context of Volatility in the Markets?

3 experts at Ostrum AM share their point of view.

April 2, 2024
5 Tips for US Equity Investors

5 things you may not know about US equities by Ossiam.

March 22, 2024
Mirova Monthly Market Review & Outlook – March 2024

Mirova's monthly market review and outlook.

March 22, 2024
Paris-Aligned Benchmarks (PABs) Explained

The climate emergency and its implications forced the asset management industry to develop multiple approaches that aim to address these issues.

March 7, 2024
International Markets: What Can Past Events Tell Us About How International Equities Are Priced Today?

Despite challenges the past two years, international markets show promise–especially for stock pickers. Is the U.S. stronghold about to shift?

February 21, 2024
S&P 500 Index: Are Sector Rotation Approaches More Attractive Than Individual Stock-Picking?

S&P 500 stocks move increasingly in line with their GICS® sectors. As a result, investors may look at sector rotation approaches to capture alternative investment opportunities.

February 15, 2024
Mirova Monthly Market Review & Outlook – February 2024

Read Mirova’s monthly market review and outlook for listed assets.

February 15, 2024
Mirova: Listed Assets Annual Market Review & Outlook

Mirova's annual market review and 2024 outlook for listed assets.

February 1, 2024
Global Value Investing Re-Interpreted

Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.

January 27, 2024
Watch
Sustainable Investing: Transformational trends to watch

Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

January 26, 2024 Jens Peers
Deploying an Ambitious Biodiversity Strategy

In this interview, Hadrien Gaudin-Hamama, Impact & ESG specialist at Mirova, explains the challenges investors are facing regarding biodiversity, and the crucial role they play in acceleration actions.

January 10, 2024
Beneath The Surface

By digging deeper and employing our long-term valuation-based approach, there are still opportunities to be had.

October 17, 2023
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.

October 16, 2023
Biodiversity: A Step Back To Look At (And Act On) The Big Picture

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

October 12, 2023
Consistency Trumps Cool in the Search For Alpha

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

September 27, 2023
Europe And The Natural Gas Challenge: An Indicator Of Strength?

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.

August 31, 2023
Narrow Breadth

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.

July 18, 2023
Natixis IM Solutions – Market Review – June 2023

Natixis IM Solutions’ latest monthly market review

July 11, 2023
Climate Portfolio Alignment and Temperature Scores

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.

July 3, 2023 Carmine de Franco
Watch
Viewpoint - Loomis Sayles: Growth Equities And Long-Term Investing

Aziz Hamzaogullari, Founder & CIO at Loomis Sayles, explains what investing in the long-term means in the light of recent market events.

June 29, 2023 Financial Professional content – requires login
9 Key Questions For Insurers

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

June 21, 2023
Impact Investing In Listed Assets

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.

June 19, 2023
Food’s Impact On Biodiversity Is A Matter Of Quantity, Not Symbols

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.

June 19, 2023
Emerging Market Opportunities Abound

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

June 6, 2023
Watch
Investing in Water – A Clear View on this Investable Theme

Simon Gottelier, senior portfolio manager, Thematics Asset Management, and Darren Pilbeam, head of UK sales, Natixis IM, discuss with Asset TV the theme of investing in water.

May 19, 2023 Financial Professional content – requires login
Growth Investing is Not a Race

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

May 16, 2023
Natixis IM Solutions – Market Review – April 2023

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

May 10, 2023
Trust the Process

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.

May 4, 2023
Loomis Sayles - Investment Outlook - April 2023

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.

April 12, 2023
Natixis IM Solutions – Market Review – March 2023

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

April 11, 2023
Yes, Virginia, There Is [More Than] Hope: Twenty years of sector rotation with Shiller's CAPE® Ratio

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

March 30, 2023
Watch
Viewpoints: Equities – Climbing the wall of worry (Thematics)

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

March 15, 2023
Watch
Viewpoints: Equities – Climbing the wall of worry (Mirova)

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

March 15, 2023 Jens Peers
Biodiversity in a Nutshell

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

March 14, 2023
Natixis IM Solutions – Market Review – February 2023

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

March 10, 2023
Natixis IM Solutions – Market Review – January 2023

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

February 9, 2023
Live test in 2022 proved that the low volatility premium is definitively not a bet on interest rates

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.

January 31, 2023 Carmine de Franco
Water as an Investment

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

January 10, 2023
Natixis IM Solutions – Market Review – December 2022

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

January 9, 2023
Paris-Aligned Benchmarks: The Future Standard?

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

November 16, 2022
Investment Outlook: October 2022

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

October 14, 2022
The Power of Green Innovation

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.

October 12, 2022
Investing in Volatile Times

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

October 5, 2022
Putting Purpose Into Value Investing

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

September 7, 2022 Chris D. Wallis
Food for Biodiversity

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.

August 9, 2022
The Private Investigator of Asset Management

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.

June 22, 2022
Value And Growth: Two Sides Of The Same Coin?

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

June 22, 2022 Carl Auffret - Isaac Chebar
Energy Transition: Reconciling Environmental and Social Issues in Europe Amidst Turmoil

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

June 16, 2022
Biodiversity and Water...Two Sides of the Same Coin

Why does biodiversity matter and what role does water play?

May 26, 2022
The Last Free Lunch Is Getting Leaner

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.

May 4, 2022
Impossible Emissions

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.

April 25, 2022
The Importance of the Long Term for the ESG-conscious Investor

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

April 22, 2022
Loomis Sayles Global Equity Opportunities

A long-term, best ideas approach.

March 1, 2022
2022 Sector Outlook

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.

February 16, 2022
Meeting the Consumption Challenges Through Circular Economy

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.

February 15, 2022
Green Buildings: A Site From Today for Tomorrow

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.

February 15, 2022
US Equities: Mind the Gap

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.

February 9, 2022 William C. Nygren
Biodiversity: A Key Factor in the Food and Agriculture Sector

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

January 13, 2022
How ESG Engagement Boosts Corporate Sustainability

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

January 10, 2022
Investment Outlook – January 2022

Discover Loomis Sayles’ latest quarterly outlook.

January 5, 2022
Market Outlook 2022

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

December 23, 2021
Watch
What’s Ahead for Global Stock Markets in 2022?

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

December 17, 2021 Chris D. Wallis
Climate: The Time For All-Out Mobilization

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.

November 29, 2021
Equities: Performance Drivers Analysis

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.

November 16, 2021
Watch
ESG – Transition Your Portfolio for Tomorrow's World

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

October 27, 2021
Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

October 11, 2021
Bridging the Cybersecurity Gap for Critical Infrastructure

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

September 29, 2021
Watch
A New Momentum for Value Investing

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

July 30, 2021
Biodiversity: The Missing Piece in the ESG Puzzle

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

July 28, 2021 Carmine de Franco
Gen Z: Who Else ?

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

July 26, 2021
Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

July 22, 2021
A Tech Odyssey

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

July 21, 2021
Asia High Yield Outlook

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

July 13, 2021
How ESG Supercharged a Shiller Strategy

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

July 1, 2021
The G Factor

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

May 17, 2021
Shiller Barclays CAPE® US Sector Value: A Switching Strategy Between Value and Growth

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.

March 22, 2021
Stock Picking in the US Market and the Effect of Passive Investments

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?

November 2, 2020
Investment Outlook - October 2020

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

October 12, 2020
Loomis Sayles Global Equity Opportunities: A Long-term, Best-Ideas Approach

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

August 20, 2020 Eileen N. Riley - Lee M. Rosenbaum
Investment Outlook - July 2020

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

August 18, 2020
Sustainable Global Equities: The Final Frontier

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

July 3, 2020 Jens Peers
Sustainability Investing Beyond COVID-19

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.

May 14, 2020 Jens Peers
Loomis Sayles - Growth Equity Alpha Thesis 2020

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.

April 30, 2020
The Comeback Power of Subscription

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.

April 30, 2020
Loomis Sayles Investment Outlook Q1 2020

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.

April 14, 2020
The Case for European Financials

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.

April 1, 2020
Value Investing – Is It Different This Time?

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.

January 17, 2020
Value vs Growth

Are we at the dawn of a cyclical change?

January 6, 2020
What Problems for Life Insurers in the Euro Zone?

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.

December 16, 2019
Watch
ESG: Aligning Ideals to Investment Goals

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.

December 4, 2019 Jens Peers
Shiller Barclays CAPE® US Sector Value Strategy in Value Regimes

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.

December 3, 2019
Safeguarding Our Future

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.

November 22, 2019
The Winners and Losers of the Sustainable Transition

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.

November 14, 2019
5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

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%.

October 30, 2019 William C. Nygren
Investing in Global Equities with a Thematic Lens

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

Loomis Sayles Investment Outlook Q2 2019

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

August 19, 2019
Value Investing in Emerging Markets: Lessons from History

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.

August 2, 2019
Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to seek risk-adjusted excess returns.

July 10, 2019
Watch
The New ESG: Methods for Investing in a Changing World

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

June 20, 2019 Jens Peers
Multi-Factor Portfolios: A New Factor?

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

April 30, 2019
Empowering Women through Listed Equities

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

April 25, 2019
Machine Learning Meets ESG

How computing power can extract alpha from complex ESG data.

April 5, 2019
Watch
Accounting for Intangible Assets: The New Value Investing

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

February 20, 2019
Loomis Sayles 2019 Sector Teams Outlook

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

February 8, 2019
Five Myths About U.S. Large Caps

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

November 23, 2018 William C. Nygren
The Disrupted, the Disruptors and the Supercharged

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

November 9, 2018
Understanding Smart Beta Returns

Ossiam Research Publication

October 30, 2018
CDC Pensions and the Future of UK Retirement

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

October 19, 2018 Nick Groom
Emerging or Submerging? For Investors, That is the Question

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.

October 8, 2018
Low vol Equity: There's Another Way

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

June 18, 2018 Michael T. Buckius
Emerging Equities

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

Time to Re-invent the Default Wheel?

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

January 24, 2018 Nick Groom
ESG Criteria to Combine Search for Return and Long-term Impact

An interview with Mirova's CIO.

December 18, 2017 Jens Peers
Indices in Hot Water

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

September 1, 2017 Hervé Guez
Passive is Good for Active

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

December 1, 2016
Active Share

How passive is your active manager?

September 12, 2016
Mid Caps are the New Small Caps

Vaughan Nelson insight.

July 12, 2016
The Real Impact of Carbon on Portfolios

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

June 10, 2016 Jens Peers
Institutional Investors and the Technological Tidal Wave

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

March 1, 2016 Laurent Alexandre
How to Assess How Active a Portfolio Is?

Not all high active share managers are created equal.

February 7, 2016