Latest Insights

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
Markets View More  

Can Congress find common ground on budget, China, retirement bills? Natixis government affairs specialist Susan Olson optimistically walks us through.

Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.

2022 has proven historically volatile for investors. So, what can they do?
Portfolio Construction View More  

Simon Aninat, PM and Volatility expert at Seeyond, explains the great skew reset we have been witnessing and why we closely monitor this parameter.

Both ubiquitous and invisible, security is fuelled by many drivers that make it an extremely resilient theme. Frédéric Dupraz and Matthieu Rolin, portfolio managers at Thematics AM, review the strengths of this theme and its relevance in the current context.

Hollie Briggs, Loomis Sayles, discusses the opportunities they have taken in buying and selling growth stocks.
Research View More  

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.

Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.

Biodiversity loss is a global systemic risk equal to climate change. Indeed, cutting CO2 emissions is just the tip of the iceberg for a liveable planet.

Discover Agathe Foussard and Nelson Ribeirinho’s analysis on the new catalysts for Greenium in 2022.

Why does biodiversity matter and what role does water play? How can investments in the water value chain provide a solution to one of the greatest challenges faced by the human race?
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