Volatility
Why Everyone’s Talking About… Market Bubbles
Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.
Equities: How worried should we be about valuations?
After almost a decade of constant growth and record highs over the first two months of 2024, there are fresh concerns about valuations. Is it just bubble talk? Or are investors missing something?
Why Everyone’s Talking About… Market Timing
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.
Why Everyone’s Talking About… Sovereign Risk
In a world grappling with war, geopolitical upheaval, climate change and debt distress, countries that contribute more than half of global GDP have elections in 2024.
Fixed Income: Are individual investor fears justified?
Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.
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: Bumps on Fixed Income’s Road Back
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
Three Reasons to Stay Invested in Volatile Times
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
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… The Energy Transition
The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
2021 Institutional Outlook
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
2020 Global Retirement Index
The 2020 Global Retirement Index identifies five critical risks to retirement security – recession, interest rates, public debt, climate change, and income inequality – and what they mean for the industry.
Four Insights on the Pandemic Market and Investor Behavior
Results from our Global Survey of Financial Professionals, conducted in the midst of the pandemic, show that volatility and recession are top concerns and reveal insight into investor behavior in uncertain markets.
Welcome to the Meh Market
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.
2019 Natixis Global Survey of Individual Investors
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.