Interest Rates
All back to bonds?
Will 2024 confirm 2023’s comeback of bonds? Alexandre Caminade, CIO, Core Fixed Income and Liquid Alternatives at Ostrum Asset Management, answers this burning question for fixed income investors.
Global Corporate Bonds – Attractive Yields but Thin Risk Premium
Yields are attractive for global corporate bonds, however the risk premium is thin, investors should exercise caution.
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
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.
Why Everyone’s Talking About… Stagflation
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Views from the Collective: What follows the bank failures?
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
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?
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?
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.