Annual Market Review & Outlook – Private Assets - 2024: Mirova

Mirova presents its outlook for private markets in 2024.

February 16, 2024
Annual Market Review & Outlook – Listed Assets - 2024: Mirova

Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.

February 5, 2024 Hervé Guez - Jens Peers
Investment Outlook: Loomis Sayles

Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

January 24, 2024
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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.

October 20, 2023
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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.

May 15, 2023 Financial Professional content – requires login
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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.

April 6, 2023
Credit Suisse and the Implications for European Banking

While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

March 16, 2023
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?

March 15, 2023 Financial Professional content – requires login
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?

February 6, 2023
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.

November 5, 2020