Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.
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.
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.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
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.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
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.