Annual Market Review & Outlook – Private Assets - 2024: Mirova

Mirova presents its outlook for private markets in 2024.

February 16, 2024
2024 Fund Selector Outlook

Fund selectors see an unfamiliar investment landscape in 2024.

February 5, 2024 Dave Goodsell
Annual Market Review & Outlook – Listed Assets - 2024: Mirova

Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.

February 5, 2024 Hervé Guez - Jens Peers
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.

January 24, 2024
The Year of Dis-consensus

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.

January 18, 2024 Financial Professional content – requires login
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

December 15, 2023 Jack Janasiewicz - Garrett Melson
2024 Institutional Outlook

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

December 5, 2023 Dave Goodsell
Why Everyone’s Talking About… European Equities

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?

October 27, 2023
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Macro Corner: What’s in store for Q4?

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.

October 20, 2023
Natixis IM Solutions – Market Review – July 2023

Latest global market reviews from Natixis Investment Managers Solutions.

August 15, 2023 Financial Professional content – requires login
Global Investment Opportunities in the Energy Transition

This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.

July 24, 2023
2023 Strategist Outlook: Turn the Page

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

July 24, 2023 Dave Goodsell
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Searching for Growth in Emerging Markets

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.

May 15, 2023 Financial Professional content – requires login
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Where are Global Financial Institutions Allocating Assets in 2023?

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.

April 6, 2023
Credit Suisse and the Implications for European Banking

While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

March 16, 2023
Why Everyone's Talking About… Bonds

The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

March 8, 2023
Why Everyone's Talking About… Recession

The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

February 6, 2023