Economy
Investment Outlook: Loomis Sayles
Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.
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.
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.
Credit Suisse and the Implications for European Banking
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
Can the ECB Teach an Old Dog New Tricks?
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
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?
2023 Macro Outlook Event: Return to fundamentals?
At an event for UK media, our panel of internal strategists together with our affiliate investment specialists discussed what the macro outlook for 2023 will look like for equities, bonds, sustainable and thematics investing.
DNCA: Convictions & Outlook - Q3 2022
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Sustainable Finance: Ringing in a Second Chance
In his new book, Mirova’s Philippe Zaouati argues that sustainable finance should underpin an economic reset and outlines the roadmap for a successful transformation.