Economy
An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.
Mirova presents its outlook for private markets in 2024.
Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.
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.
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.
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
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.