AEW - 2024 Mid-Year European Outlook

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April 29, 2024
Mirova Monthly Market Review & Outlook - April 2024

Mirova's team monthly update on the markets.

April 23, 2024
Russia-Ukraine: The Beginning of the End?

Two years into Russia’s full-scale war in Ukraine, Loomis Sayles thinks a de facto conclusion to the war is possible within 12-18 months in a manner likely to favor Moscow at Kyiv’s expense.

April 16, 2024
Natixis IM Solutions - Pulse - The US dollar mirrors its economy

Natixis IM Solutions' latest view on the USD.

April 9, 2024
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
Natixis IM Solutions - Pulse - The Swiss National Franc and the CHF

Natixis IM Solutions' latest view on the Swiss markets.

April 2, 2024
2024, A Singular Context of Volatility in the Markets?

3 experts at Ostrum AM share their point of view.

April 2, 2024
European Residential: Finding a New Balance

AEW Europe's monthly research report on real estate.

April 2, 2024
Natixis IM Solutions - Pulse - China: A Long Way To Go

Read Natixis IM Solutions' latest Pulse on the Chinese market.

March 26, 2024
The BoJ and Japan's Property Markets

Japan – renowned as the final stronghold for negative interest rates, officially ended its 8-year negative interest rate policy on March 19, 2024, setting a new rate range of between 0% and 0.1%.

March 25, 2024
Mirova Monthly Market Review & Outlook – March 2024

Mirova's monthly market review and outlook.

March 22, 2024
Natixis IM Solutions - Pulse - ECB March Meeting Review: In No Rush

Read Natixis IM Solutions' latest pulse on the ECB.

March 12, 2024
AEW Asia Pacific Research Perspective Q4 2023

AEW's latest quarterly research outlook on the Asia real estate market.

March 12, 2024
Natixis IM Solutions - Market Review – February 2024

Read Natixis IM Solutions' latest monthly market review.

March 8, 2024
Seniors Housing Research Perspective

AEW's latest market update on Seniors Housings.

March 7, 2024
Natixis IM Solutions - Pulse - FOMC Meeting Review: The Fed Pushes Out First Rate Cut

Read Natixis IM Solutions' latest Pulse on the Fed.

February 7, 2024
Natixis IM Solutions - Market Review – January 2024

Read Natixis IM Solutions' latest monthly market review.

February 7, 2024
Investment Outlook: Loomis Sayles

Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

February 2, 2024
Mirova: Listed Assets Annual Market Review & Outlook

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

February 1, 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
Watch
Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

January 19, 2024
Watch
Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

January 19, 2024
Natixis IM Solutions - Market Review – December 2023

Read Natixis IM Solutions' latest monthly market review.

January 12, 2024
Portfolio Manager Insights: Themes & Risks for 2024

From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

January 11, 2024
Sovereign Bonds Markets: Which Opportunities For 2024

As mentioned in Ostrum AM’s 2024 global outlooks, the fixed income market will have to deal with an unprecedented rise in net bond issuance, as the central banks aim to ease their rates.

January 9, 2024
AEW Asia Pacific Research Perspective

AEW's latest quarterly research outlook on the Asia real estate market.

December 14, 2023
Seniors Housing Research Perspective

AEW's latest market update on Seniors Housings.

December 13, 2023
Natixis IM Solutions - Market Review – November 2023

Read Natixis IM Solutions' latest monthly market review.

December 11, 2023
2024 Institutional Outlook

Institutional sentiment shows 2024 to be a year filled with many uncertainties.

December 8, 2023 Dave Goodsell
Natixis IM Solutions - Pulse - Unravelling China's Structural Challenges

Read Natixis IM Solutions' latest Pulse on the Chinese market.

November 16, 2023
Natixis IM Solutions – Pulse – November 2023

Read Natixis IM Solutions' latest Pulse on the US market.

November 8, 2023
Natixis IM Solutions - Market Review – October 2023

Read Natixis IM Solutions' latest monthly market review.

November 8, 2023
Loomis Sayles – Investment Outlook – October 2023

Loomis believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

October 12, 2023
Natixis IM Solutions - Market Review – September 2023

Read Natixis IM Solutions' latest monthly market review.

October 10, 2023
Natixis IM Solutions – Market Review – August 2023

Read Natixis IM Solutions’ latest market review.

September 12, 2023
Natixis IM Solutions – Pulse – August 2023

Read Natixis IM Solutions’ latest Pulse on the UK market.

September 6, 2023
CRE Lending Stabilises While Debt Funding Gap Remains

AEW Europe’s monthly research outlook.

September 6, 2023
Seniors Housing – Q2 2023 Market Update

The positive trajectory of seniors housing continued through the first half of 2023 with absorption pacing well ahead of inventory growth.

August 23, 2023
Natixis IM Solutions – Market Review – July 2023

Read Natixis IM Solutions’ latest market review.

August 9, 2023
2023 Strategist Outlook: Turn The Page

After a solid H1, strategists warn investors on risk of complacency.

August 3, 2023 Dave Goodsell
Turning Down the Static: Owning Loans in a Stable Rate Environment

Loans are typically seen as an asset class to own when rates are on the rise, but what is the case for owning loans when rates are static, staying at this level without much possibility for subsequent hikes? The answer here is yield.

July 19, 2023
Natixis IM Solutions – Market Review – June 2023

Natixis IM Solutions’ latest monthly market review

July 11, 2023
Repriced Logistics Gets New Lease Of Life

Read AEW Europe’s latest monthly research report.

July 5, 2023
Loomis Sayles – Investment Outlook – July 2023

The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint.

July 5, 2023
2023: A year of changes for insurers

2023 offers the opportunity to review portfolios’ structure and to implement a more active management, in order to take full advantage of the new market conditions, while integrating accounting concerns, explains Rémi Lamaud, Solution Expert, Insurance Management and ALM Solutions at Ostrum.

June 26, 2023
Prime European Shopping Centre Repricing Allows Rebound

AEW Europe's monthly research report.

June 12, 2023
Natixis IM Solutions - Market Review - May 2023

Natixis IM Solutions' latest monthly market review.

June 9, 2023
Natixis IM Solutions – Market Review – April 2023

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

May 10, 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
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
Global Credit Outlook: Cautious on Turbulence & Technicals

The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.

January 26, 2023
Loomis Sayles - Investment Outlook - January 2023

Loomis Sayles anticipates a volatile start to 2023, which could provide investment opportunities.

January 19, 2023
Natixis IM Solutions – Market Review – December 2022

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

January 9, 2023
2023 Institutional Outlook

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

January 3, 2023 Dave Goodsell
Watch
Opportunities in Gateway Cities

Glyn Nelson, Head of Research & Strategy Asia-Pacific at AEW, shares his perspectives for the residential market in APAC.

December 20, 2022
Natixis IM Solutions – Market Review – November 2022

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

December 9, 2022
AEW - 2023 European Annual Outlook

Positioning for disruption.

December 7, 2022
2022 Millionaire Report

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

November 18, 2022
U.S. Economic & Property Market Perspective

The timing and degree of this re-pricing will be shaped, as always, by additional future changes to monetary policy, the resulting impact to the broader economic environment, and the property sector/market specific vagaries of the various individual assets.

November 18, 2022
Asia Pacific Market Perspective Q3 2022

Economic momentum is slowing globally after a strong 2021 and Asia Pacific should not be immune to this. Still, as it stands, the region has had the strongest short-term growth outlook compared to the US and Europe.

November 18, 2022
2022 Global Retirement Index

Key risk concerns for retirement security are coming to a head in today’s rapidly changing economic environment.

November 16, 2022 Dave Goodsell
Natixis IM Solutions - Pulse October - The UK is in a Tight Spot

Natixis IM Solutions analyse the economic and political turmoil in the UK.

November 8, 2022
Natixis IM Solutions – Market Review – October 2022

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

November 3, 2022
LDI in the Crosshairs

Many US plan sponsors that use derivatives can draw lessons from the recent spike in gilt yields when it comes to build their LDI portfolios.

October 20, 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
Natixis IM Solutions – Market Review – September 2022

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

October 12, 2022
AEW - European Real Estate Debt Markets Re-Align

Real Estate interest rates have moved upwards but Loan-to-Value (LTV) ratios show stable levels.

October 7, 2022
Investing in Volatile Times

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

October 5, 2022
Under Pressure: The Global Implications of a European Gas Crisis

Russia’s weaponization of natural gas supply to Europe has ignited a supply shock that will exacerbate a global competition for scarce resources.

September 23, 2022
AEW – Europe – Next Wave Of Physical Climate Risk – 09 2022

River flood, sea level rise, drought etc: how will physical climate change impact European real estate returns?

September 15, 2022
Natixis IM Solutions – Market Review – August 2022

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

September 8, 2022
Natixis IM Solutions – Pulse – July 2022

Discover Natixis IM Solutions’ latest view on the ECB and inflation.

July 25, 2022
Natixis IM Solutions – Market Review – June 2022

Read Natixis IM Solutions' latest Market Review.

July 14, 2022
Loomis Sayles – Investment Outlook – July 2022

Tighter monetary policies globally, focused on bringing stubborn inflation in line with central bank targets, have increased the odds of a recession.

July 5, 2022
Natixis IM Solutions – Perspectives – June 2022

Discover Natixis IM Solutions’ latest perspectives.

June 23, 2022
Life After QE

Loomis Sayles analyses the big changes underway in central bank balance sheet policy globally.

June 22, 2022
AEW – US Economic & Property Market Perspective – Q1 2022

AEW’s quarterly update and outlook on the economy and Real Estate across segments (industrial, apartment, property, retail, office) in the US.

June 14, 2022
AEW – Asia Pacific Market Perspective – Q1 2022

AEW’s market update and outlook on Real Estate in APAC across countries and segments.

June 9, 2022
Natixis IM Solutions – Perspectives – May 2022

Find out about the latest perspectives from Natixis IM Solutions.

June 1, 2022
AEW – Rising Interest Rates and REITS – March 2022

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

May 9, 2022
Natixis IM Solutions – Market Review – April 2022

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

May 9, 2022
Fed Lift-Off: Implications on Pension Liabilities

Here, we explore how yields have moved during past periods and offer takeaways for pension investors to consider as they navigate the current cycle.

April 29, 2022
Inflation/Growth: The Big Gap on the Markets?

Asset managers are now obliged to adapt their investment strategies in order to be able to offer advantageous solutions that allow investors to protect themselves from inflation or to take advantage of the current environment.

April 25, 2022
Loomis on Loans – Q1 2022

A quarterly look at data and topics in the syndicated loan market.

April 20, 2022
Natixis IM Solutions – Perspectives – April 2022

Discover Natixis IM Solutions’ latest perspectives.

April 19, 2022
Are Senior Loans Set to Shine?

It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.

Natixis IM Solutions – Market Review – March 2022

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

April 12, 2022
Investment Outlook – April 2022

The tide is going out on the great wave of liquidity that flooded markets in the aftermath of the pandemic.

April 11, 2022
Just Like That – TIPS Enter the Spotlight

In an environment of rising inflation and low growth, Loomis Sayles expects real yields to fall and TIPS (Treasury Inflation Protected Securities) to outperform nominal Treasurys.

April 1, 2022
AEW – US Economic & Property Market Perspective – Q4 2021

AEW’s quarterly market update and outlook on real estate in the US across segments (industrial and apartment property, retail, office).

March 21, 2022
AEW – Asia Pacific – Market Perspective – Q4 2021

AEW’s market update and outlook on Real Estate in APAC, across countries and segments.

March 17, 2022
Natixis IM Solutions – Perspectives – March 2022

Discover Natixis IM Solutions’ latest perspectives.

March 16, 2022
AEW Monthly Research Report – February 2022

Land take regulations to drive land prices, density & Brownfield developments up.

March 10, 2022
Natixis IM Solutions – Market Review February 2022

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

March 8, 2022
Real Estate in a More Fully Funded World

Today, as more investors find themselves fully, or at least more fully funded, commercial real estate offers another attribute that may be valuable in this new, and perhaps unexpected, environment.

March 2, 2022
Measuring Carbon Risk with the Disciplined Alpha PI Metric

How to measure the impact of climate change on carbon-exposed bonds? The Loomis Sayles Disciplined Alpha team assesses carbon risk in their bond portfolios with their proprietary Carbon PI metric.

February 21, 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
After the Recovery: What Threats are Looming Over Growth in 2022?

GDP growth, inflation, monetary policy… Find out the outlook for 2022 of Patrick Artus. Senior Economic Advisor of Natixis.

February 11, 2022
Natixis IM Solutions – Market Review December 2021

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

January 28, 2022
Bank Loans: Looking Beyond Interest Rate Expectations

Loomis Sayles believes that an allocation to bank loans can be a strong addition to a fixed income portfolio for both the short-term and long-term investor.

January 19, 2022
Loomis on Loans – Q4 2021

A quarterly look at data and topics in the syndicated loan market.

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
Listen
Sustainably Financing the Agrifood Sector

Etienne Vicent, Head of Quant Strategy & Marketing at Ossiam and Isabelle Pajot, Portfolio Manager at Thematics Asset Management, respond to three important questions in this podcast.

December 22, 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
How Are Economic Sectors Impacted by Climate Change and How do They Adapt?

Climate change poses physical and transitional risks to many economic sectors, and hence a risk of capital loss to investors. How do they adapt?

December 14, 2021
Forest Plantations: Mirova’s Position Paper

In a context of declining forest area in the world due to deforestation, Mirova believes that sustainably managed forest plantations can contribute to meeting some global challenges.

December 8, 2021
Natixis IM Solutions – Market Review November 2021

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

December 6, 2021
Climate Change: How Does it Impact Banks?

Climate change is for banks both a source of risks, in particular transition and reputational risks, and opportunities.

November 25, 2021
Mirova for Climate – Net Zero Roadmap

Mirova has established 4 levers of action to accelerate the transition towards a net Zero world: understanding the magnitude of the changes taking place, changing investment patterns, rethinking measurement tools and engaging in dialogue with all their stakeholders.

November 24, 2021
AEW Research – The Residential Potential

Asia Pacific’s multifamily sector is set to expand and is piquing the interest of investors.

November 23, 2021
AEW Monthly Research Report – October 2021

No Place Like Home: Defensive Residential Returns Attract Investors.

November 9, 2021
Moving On and Beyond: Asia Pacific

Update on real estate markets and where they are going.

November 1, 2021
Successful Solutions Require Meaningful Data

The complimentary of interesting investment ideas and robust data cannot be overstated, as Ossiam’s experience in Italy clearly demonstrates.

October 28, 2021 Carmine de Franco
Investing in Emerging and Frontier Economics: How Blended Finance Can Make the Most of Public Funding

ILN Position paper for COP26 and G20, in collaboration with the Rockefeller Foundation.

October 25, 2021
Greater Seoul Logistics – A Year in Review

Over the past year, e-commerce firms have expanded their physical presence rapidly, which has led to record high levels of demand for modern logistics space.

October 14, 2021
AEW Monthly Research Report – September 2021

Most recent data suggests lenders “risk-off” attitude.

October 13, 2021
Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

October 11, 2021
Loomis Sayles on Loans – Q3 2021

A quarterly look at data and topics in the syndicated loan market.

October 7, 2021
Cold Storage – Crucial Property Infrastructure

COVID-19 has heightened both the demand for refrigerated space as well as the awareness of the critical role it plays in society broadly.

October 6, 2021
Solvency II Review

The European Commission put forward a comprehensive ‘review package’ of Solvency II rules with a potential impact on assets held by insurers.

October 5, 2021 Olivier Trecco
Understanding the Booming Market for Sustainable Bonds

An in-depth analysis of the sustainable bond market, its outlook for 2021 and its main drivers.

October 4, 2021
The Inflation Debate: Where do we Stand?

Inflation is back. Temporarily or for a long time?

September 28, 2021
Natixis IM Solutions – Market Review August 2021

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

September 8, 2021
US Economic & Property Market Perspective Q2 2021

AEW’s quarterly update on US Economy and Real Estate markets.

August 18, 2021
Natixis IM Solutions – Market Review July 2021

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

August 3, 2021
AEW Monthly Research Report – July 2021

Long term trends alleviate concerns on runaway inflation.

July 29, 2021
Ostrum Point Of View

Inflation Risks: What impact for investors?

July 28, 2021
Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

July 22, 2021
Loomis Sayles on Loans – Q2 2021

A quarterly look at data and topics in the syndicated loan market.

July 20, 2021
Impact of Interest Rates, Credit Risk and Inflation on REIT Performance

AEW evaluates the REIT performance under fluctuating interest rate conditions, both long and short, inflation conditions, and credit risk profile of the general corporate sector.

July 16, 2021
Asia High Yield Outlook

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

July 13, 2021
Natixis IM Solutions – Market Review June 2021

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

July 8, 2021
Callable Bonds

Callable Bonds: which bonds SCR credit calculation method, what is the impact on their use?

July 2, 2021
Natixis IM Solutions – Market Review May 2021

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

June 23, 2021
AEW Research: Asia Pacific

The segment looks at the inherent features of the Seoul office market that led to this result, the attractive fundamentals and key opportunities, and what we might expect to see going forward.

June 16, 2021
AEW Research: Essential Housing

The segment of the rental housing market that is affordable to households with low to moderate household incomes.

June 16, 2021
AEW Research: US Economic & Property Market Perspective Q1 2021

America on the Verge of Returning – making strong progress overall in the vaccine rollout.

June 15, 2021
AEW Research: Asia Pacific Market Perspective Q1 2021

Markets are expected to see a more widescale recovery to begin in the coming months as mass vaccinations continue and business confidence improves.

June 15, 2021
AEW Monthly Research Report – May 2021

Will Logistics Continue To Be The Favourite Asset Class For Real Estate Investors?

May 26, 2021
AEW Monthly Research Report

Strong resilience for regional European offices

May 17, 2021
What Investors Should Know About SFDR

Asset managers sorting funds into different sustainability categories realise it’s only the first step on a longer ESG classification journey.

May 14, 2021
NIM Solutions - Reflation Trade Not Over

The global growth outlook continues to improve, with European vaccinations accelerating, the US economy booming and Chinese growth still roaring.

May 10, 2021
Risk Factors and Total-Return Options for Insurers

Investors appear to be focused on the government’s pandemic-related stimulus and vaccination programs, and are questioning inflation expectations and the implications for real yields.

May 6, 2021
Natixis IM Solutions - Market Review April 2021

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

May 6, 2021
Greenium: An Ally, and Source of Opportunities

More than ever, green bonds are the focus of attention and the curiosity they are arousing is equalled by the questions they have raised.

May 5, 2021
AEW Mid-Year 2021 Outlook

Covid-19 negatively impacted 2020 European growth to various degrees. Regardless of its precise speed, the 2021-22 recovery is expected to be solid. But, this strength is also raising concerns on inflation.

May 4, 2021
Loomis Sayles on Loans - Q1 2021

A quarterly look at data and topics in the syndicated loan market.

April 26, 2021
Ostrum Point Of View

Has the health crisis changed our view of the healthcare sector?

April 14, 2021
Leveraged Loans Markets: US vs Europe

A closer look at the fundamental differences between the US and European Leveraged Loans markets.

March 11, 2021
2021 Preqin Global Real Estate Report: Future-Proofing Core Real Estate

The pandemic has highlighted the rising importance of anticipating socioeconomic megatrends for fund managers to stay ahead.

March 9, 2021
2020 Global Retirement Index

Five critical risks bring retirement security into focus.

February 15, 2021 Dave Goodsell
Ostrum AM’s Equity Outlook for 2021

What can we expect on the equity markets in 2021 and what are the best strategies for equity insurance management?

February 4, 2021
Ostrum AM’s Outlook for 2021

An end to the crisis is in sight, with greater visibility for the markets.

February 2, 2021
Loomis Sayles on Loans - Q4 2020

A quarterly look at data and topics in the syndicated loan market.

January 26, 2021
2021: The New World Starts Now

Our experts forecast the first year of the post-Covid economy

January 12, 2021
2021 Global Institutional Investor Outlook

Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.

December 10, 2020 Dave Goodsell
Natixis IM Solutions - Market Review November 2020

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

December 8, 2020
Natixis IM Solutions - Market Review October 2020

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

November 3, 2020
Natixis IM Solutions – Insight: US Election Scenarios

Trump or Biden? Which majority in the Senate and the House? Which are the scenarios for the upcoming US election and what they might mean for markets.

October 23, 2020
Loomis Sayles on Loans - Q3 2020

A quarterly look at data and topics in the syndicated loan market.

October 20, 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
Natixis IM Solutions - Market Review September 2020

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

October 8, 2020
Natixis IM Solutions - Insight: Addicted to Stimulus?

Will massive monetary and fiscal stimulus measures all around the word be sufficient? What are the long-term consequences?

September 21, 2020
Loomis Sayles on Loans - Q2 2020

A quarterly look at data and topics in the syndicated loan market.

August 25, 2020
Investment Outlook - July 2020

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

August 18, 2020
Natixis IM Solutions - Market Review August 2020

Admittedly, consumption has rebounded considerably since mid-May due to pent-up demand as households spent part of the savings they had accumulated during lockdown.

August 4, 2020
Horizons Q3 2020: Discover Ostrum AM’s latest quarterly outlook

Ostrum Asset Management expert’s economic and market analysis

July 28, 2020
Assessing the Risk Scenarios

Second wave, recession, trade war, US elections…. Natixis IM Solutions assesses the risk scenarios ahead.

July 14, 2020 Financial Professional content – requires login
Thinking Inside the Box

Lifting the lid on the world of algorithms, machine learning and artificial intelligence.

July 2, 2020
Natixis IM Solutions - Insight: Assessing the Risk Scenarios

Selloff. Rebound. Now what? As the rally moves forward and our outlook becomes more constructive, it is worth assessing the risk scenarios ahead.

June 18, 2020 Financial Professional content – requires login
Natixis IM Solutions - Market Review April 2020

Following the March sell-off, markets rebounded strongly in April, despite dismal economic data, as large fiscal and monetary stimulus helped lift sentiment

May 19, 2020
COVID-19: The Road to Recovery

The quickest, sharpest decline in history has been followed by the quickest, sharpest rebound, so the question now is: Where do we go from here? In this paper we take a look back at the history books and call on some veterans of the industry to help understand what the road to recovery might look like.

May 6, 2020
Inflation: See it to believe it

Unprecedented times call for unprecedented measures. Facing a global health crisis that has morphed into a global economic crisis, central banks and governments around the world have announced massive stimulus measures in anvattempt to avoid a full-blown financial crisis.

April 15, 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
Natixis IM Solutions - Market Review February 2020

The Natixis Investment Managers Solutions Global Market Strategy team February review of the market.

April 14, 2020
The Good, the Bad & the Ugly of an Oil Price War

What will be the impacts of the oil price war triggered by Saudi Arabia and Russia on the economy?

April 9, 2020
COVID-19: What is the Impact on Infrastructure Debt Worldwide?

Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the COVID-19 crisis on the infrastructure sector.

April 8, 2020
Institutional Trends in Responsible Investing

Four senior female executives discussed how investors’ attitudes have changed at a recent event to celebrate International Women’s Day.

April 3, 2020
AEW – Managing & Pricing Climate Risk

As real estate contributes to 36% of greenhouse gas emissions globally, a deep understanding of climate change related risks for the commercial real estate sector is starting to develop. Climate change risks include both direct physical and indirect transitional risks.

March 12, 2020
Coronavirus Implications for Global Markets

Find the point of views of the experts of Natixis Investment Managers and its affiliates regarding the Coronavirus and its impact on global markets.

March 9, 2020
Assessing the Coronavirus’s Ripple Effects

Since the end of January, news headlines are almost exclusively dedicated to the spread of the Coronavirus out of Wuhan, in China. Here, we will focus on the economic impact.

February 27, 2020
Risks Related to Nonbank Mortgage Lending in the United States

Nonbank lenders now dominate the US mortgage market for loans to low-income families guaranteed by the federal government. They are heavily reliant on short-term funding and have only a slim cushion to weather a shock.

February 3, 2020
Horizons: Discover Ostrum AM’s latest quarterly outlook

Ostrum Asset Management expert’s economic and market analysis.

January 30, 2020
Loomis on Loans Q4 2019

A quarterly look at data and topics in the syndicated loan market.

January 15, 2020
Loomis Sayles Investment Outlook – Q4 2019

Green shoots of a global mini-cycle recovery have encouraged stronger risk appetite and a benign forward outlook.

January 9, 2020
Horizons: Discover Ostrum AM’s quarterly outlook

Ostrum Asset Management expert’s economic and market analysis.

December 12, 2019
Solvency II 2020 Review: The Potential Impacts on the Management of Assets by Insurance Companies

The European Insurance and Occupational Pensions Agency (EIOPA) published on October 15th 2019 its Consultation Paper on the Opinion on the 2020 review of Solvency II.

October 31, 2019 Olivier Trecco
In Search of the Next Economic Narrative

For the second year in a row, Natixis Investment Managers, Ossiam and Barclays Investment Bank gathered two economic titans, Robert Shiller and Patrick Artus, to discuss the potential catalyst of the next downturn.

October 31, 2019
Loomis on Loans Q3 2019

A quarterly look at data and topics in the syndicated loan market.

October 23, 2019
European Real Estate Debt

In this report, AEW shares initial analyses of loan-level data to allow answering the question: is commercial real estate debt priced efficiently for investors in European markets?

October 10, 2019
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
Asia High Yield Credit: A Distinctive Emerging Markets Story

Investors may view emerging markets as particularly vulnerable to volatility, since the asset class typically sees outflows during times of market stress. However, emerging markets are not all one and the same.

August 15, 2019
Factor Investing in European Offices

In this report, the factor investing approach is applied to close to 40 European office markets for the first time comparing it to traditional core and value add investment styles.

July 17, 2019
The Five Myths of “Illiquids”

How UK Defined Contribution (“DC”) schemes can overcome the misconceptions that stop them offering investments with superior risk-return potential.

May 16, 2019 Nick Groom
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
Loomis Sayles 2019 Sector Teams Outlook

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

February 8, 2019
When the Going Gets Tough

2019 European annual outlook

December 5, 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
European Office Review

Limited new supply drives rental growth.

October 11, 2018
Bank Loans: Looking Beyond Interest Rate Expectations

Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news.

October 10, 2018
Watch
2018 Global Retirement Index

An in-depth assessment of retirement in the world.

October 3, 2018 Dave Goodsell
Trading: It's a Big Deal

Following MiFID II, institutional investors need to provide higher levels of transparency and reporting on their trading activities than ever before.

September 20, 2018 Laurent Albert - Olivier Houix
French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

August 25, 2018
The New Economic Order

H20 Letter

August 5, 2018
Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

June 21, 2018
The Dearth of US Dollars

H20 Letter

June 12, 2018
A Special Theory of Relativity

If one is truly honest, one must admit that most asset markets across the globe appear expensive today, at least through the lens of historical valuation metrics.

June 6, 2018
European Relative Value Index

As yields on European commercial real estate have tightened to record lows over the last two years, investors are fully justified to question whether direct real estate offers sufficiently attractive returns.

June 3, 2018
The Blockchain is on the Verge of Revolutionising Fund Distribution in Asset Management

The blockchain will disrupt the way in which transactions are made.

March 18, 2018 Olivier Taille
2017 Global Survey of Institutional Investors

Three ways institutional investors are preparing for the fallout of a market shift

March 4, 2018
US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

February 5, 2018
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
2018 Market Outlook

Natixis Investment Managers’ affiliates share their thoughts on what might be on the horizon for investors in 2018.

January 6, 2018
2018 Outlook of Institutional Investors

Institutional investors warn of volatility, asset bubbles and fragile markets.

December 15, 2017
IFRS 9: Evolution or Revolution?

IFRS 9 accounting standards could have a major impact on the results of banks, insurers and listed companies.

December 12, 2017 Pierre Puymeges
2018 European Property Market Outlook

Analyzing likely impacts of market changes and the state of debt markets in Europe, this report provides an overview of current conditions, highlighting strategies that have the potential to deliver outperformance.

December 9, 2017 Rob Wilkinson
European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

July 1, 2017
European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

April 24, 2017
French Election

What does the outcome mean for global financial markets?

April 8, 2017
2016 Global Survey of Institutional Investors

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey.

March 31, 2017
Referendum in Italy

Our expert's insights into the 4th December's Italian referendum and its impact on financial markets.

December 6, 2016
What is Value for Money?

Pension schemes face up to new challenge.

October 1, 2016
Brexit Macroeconomic and Real Estate Implications and Insights

Post-referendum Q&A with AEW Research & Strategy.

July 25, 2016
Midyear Outlook and Living in a Post-Brexit World

Capital Market Notes

July 16, 2016
2016 Global Individual Investor Survey

How investor behavior is rewriting the job description for financial professionals.

July 10, 2016
Brexit : United Kingdom Votes to Leave European Union

Brexit implications for UK and global markets.

July 1, 2016
2015 Global Survey of Institutional Investors

Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions, Natixis survey shows.

February 1, 2016
Insurance survey

Companies grapple with new regulatory constraints, capital rules and increased risks.

December 1, 2015
Finding Water in the Desert

New regulations raise the bar for liquidity management.

April 1, 2015