The Case for TIPS in a Post-Crisis World

Last March, The Covid-19 crisis ignited the sharpest economic downturn in modern history, sending financial markets into a tailspin.

  • November 4, 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 U.S. election and what they might mean for markets.

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?

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
Assessing the Risk Scenarios

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

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.

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
Fighting The Fear Gauge

Christiaan Kraan, Managing Director at Seeyond, an affiliate of Natixis Investment Managers, explains how volatility strategies can be both an investable and liquid asset class and why they are one of a few true diversification opportunities left in the world today.

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WCM Takes an Active, Long-Term Approach to Down Markets

Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.

  • April 20, 2020
Is it a Prime Time for Credit?

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

  • April 16, 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
Natixis IM Solutions - Market Review February 2020

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

  • April 14, 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
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In Conversation with Professor Shiller

Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.

  • April 6, 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
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
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
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
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
Infrastructure Debt: Where is the Value for Investors?

2018 has been a very positive year for volumes in infrastructure debt with conventional and renewable energy reaching peak volume and the appearance of new high-potential territories.

  • May 21, 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
Loomis Sayles 2019 Sector Teams Outlook

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

  • February 8, 2019
CTA Market Size Factor: Bigger was Better in 2018

Since the size of different futures markets varies from contract to contract, having risk in a number of smaller markets can provide better returns.

  • February 5, 2019
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2019 Market Outlook

Natixis Investment Managers'affiliates share their thoughts on what might be on the horizon for investors in 2019.

  • January 29, 2019
A Look at Trend Following Strategies, Past and Present

Going into 2019, trend following strategies are positioned for potential change.

  • January 10, 2019
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

  • December 17, 2018
Watch
Macro and Markets Overview

VIDEO (34’43) – Vincent Chailley, CIO and portfolio Manager, H2O Asset Management

  • December 13, 2018
When the Going Gets Tough

2019 European annual outlook

  • December 5, 2018
The Disrupted, the Disruptors and the Supercharged

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

European Office Review

Limited new supply drives rental growth.

  • October 11, 2018
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.

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2018 Global Retirement Index

An in-depth assessment of retirement in the world.

Green Finance, A Way to Transform the Economy Towards a More Sustainable Model

The European Commission has launched its action plan to channel the capital held by institutional investors and the savings of private citizens towards a sustainable economy.

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.

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Investment is Treading the Path to Sustainability

Discover the analysis of Philippe Zaouati, CEO of Mirova and Chair of Finance For Tomorrow.

French Residential Market Offers Opportunities in Paris and Beyond

European Research Monthly Update

  • August 25, 2018
Future-Proofing European Retail

Innovate to meet the e-commerce challenge.

  • June 21, 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
Multi-Asset Credit Investing

Multi-asset credit strategies aim to capture global credit risk premiums.

  • April 1, 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.

The California Green Rush

Four key insights on Golden State residents and green bonds.

  • March 15, 2018
Watch
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
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
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.

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
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
Liquidity Risk in the Fixed Income Markets

NAM Fixed Income ideas.

  • April 7, 2016
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.

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
COP21, The Force Awakens

Mirova's insights on COP21's conclusions.

  • December 2, 2015
Insurance survey

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

  • December 1, 2015
Mirova's Insights

Investing for a low carbon economy.

  • November 1, 2015
Finding Water in the Desert

New regulations raise the bar for liquidity management.

  • April 1, 2015