Latest Insights

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.

Have potential returns combined with rising demand for longer-term investments broadened the appeal of private assets beyond institutional investors?

Driven by regulation, and demand for decorrelation from market volatility in traditional asset classes, private assets are becoming more accessible.

This year’s GRI takes a deep dive into the critical issues driving global retirement security – and reveals the top countries for retirement security around the world.

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.

Investors struggle to reset expectations for a new market environment.

The next decade will see technology enable us to replace our dependency on certain critical materials and redefine supply chains so that electrification opportunities are enhanced all over the globe, says Mirova’s Jens Peers.