When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?
Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions looks at the moves wealth managers were making going into the final quarter of 2023 and discusses where the focus is heading into the new year.
If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
With the potential for long-term value creation without the volatility of public markets, many investors remain bullish about private assets in 2024.
Our experts from DNCA, Loomis Sayles, and Ostrum discuss the outlook for fixed income and where they see specific opportunities across different grades, duration, and regions.
Loomis Sayles argues against three major misconceptions around ESG investing in the EM corporate space.
Our experts from Loomis Sayles, Ossiam and Thematics AM discuss the outlook for global equities and where they see specific opportunities across different styles, segments, and themes.
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.
Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.
Latest global market reviews from Natixis Investment Managers Solutions.
Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.
As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.
Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
Our experts from Loomis Sayles, Ostrum and Natixis Investment Managers Solutions discuss why some of the opportunities in the fixed income space are the most exciting they’ve been for more than 15 years.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.
“Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
Loomis Sayles’ Senior Macro Strategies Research Analsyt, Craig Burelle, takes a look at the corporate sector and the implications of a lowering in pricing power.
The metaverse is about to change everything. What does this mean for investors?
Covid has ushered in a working revolution. Will it be peaceful or disruptive?
What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.