European Relative Value Index

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Loomis Sayles - Investment Outlook - October 2018

Growth and inflation within the world’s largest economies should remain near current levels

• Loomis Sayles

Bank Loans: Looking Beyond Interest Rate Expectations

Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news.

• Loomis Sayles

European Office Review

Limited new supply drives rental growth

• AEW

2018 Global Retirement Index

An in-depth assessment of retirement in the world

• Natixis Investment Managers

Enhanced Beta Video

Ostrum AM is used his long standing expertise in managing fixed income products and developed his enhanced beta strategies which combines the advantages of the active management and the smart beta approach.

• Ostrum AM

Investment is treading the path to sustainability

VIDEO (3’15) – Philippe Zaouati, CEO of Mirova, Chair of Finance For Tomorrrow

• Mirova

French residential market offers opportunities in Paris and beyond

European Research Monthly Update

• AEW

Beyond trade wars

H2O Letter

• H2O Asset Management

The new economic order

H2O Letter

• H2O Asset Management

Investment Outlook Q3 2018

Loomis Sayles’ quarterly macro and market commentary

• Loomis Sayles

Future-Proofing European Retail

Innovate to meet the e-commerce challenge

• AEW

Acting as a Responsible Investor

In fulfilment of the article 173 of the French energy transition law

• Mirova

Low vol equity: there’s another way

“Put-write” strategies have nearly kept pace with U.S. equities, but with fewer drawdowns

• Gateway Investment Advisers, LLC

The dearth of US dollars

H20 Letter

• H2O Asset Management

Emerging Equities

Ostrum AM focuses on stockpicking and avoids market “noise”.

• Ostrum Asset Management

Corporate loans come of age

Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up.

• Ostrum Asset Management – Loomis Sayles

Political Risk in Europe

H20 Letter

• H2O Asset Management

Buy and maintain

• Ostrum Asset Management

Enhanced Beta: a Smart approach to global sovereign bonds

• Ostrum AM

European Relative Value Index

• AEW Europe

Finance must play its role in fighting land degradation

Mirova’s comment on the IPBES report on the state of land degradation around the world

• Mirova

Energy Transition

Renewable energy is one of the fastest growing segment within the infrastructure market

• Mirova

Loomis Sayles - Growth Equity Alpha Thesis

Seeking Risk-Adjusted Excess Returns

• Loomis Sayles

Inflation Linked Income Streams

A good match for fixed income investors’ concerns

• Natixis Investment Managers & AEW

Time to re-invent the default wheel?

How a combination of member profiling and applying a risk-first investment approach improves member outcomes.

• Natixis Investment Managers

A Real Story of Interest Rates

H2O Letter

• H2O Asset Management

Multi-Asset Credit Investing

Multi-asset credit strategies aim to capture global credit risk premiums

• Loomis Sayles

High Yield Credit Investing Late in the Cycle

The high yield market can provide compelling investments within most stages of the economic cycle.

• Loomis Sayles

Blockchain

The Blockchain is on the verge of revolutionising asset management

• Ostrum Asset Management

What is natural capital?

VIDEO (3’19) – Gautier Quéru, Director of the Land Degradation Neutrality Fund Project at Mirova

• Mirova

Final report of the High Level Expert Group on Sustainable Finance

Mirova’s analysis of HLEG recommendations

• Mirova

The Renewable Energy Market in Europe

VIDEO (4’18) – Raphael Lance, Head of Renewable Energy Funds at Mirova

• Mirova

The California Green Rush

Four key insights on Golden State residents and green bonds

• Natixis Investment Managers

A Special Theory of Relativity

AEW Research

• AEW Europe

2017 Global Survey of Institutional Investors

Three Ways Institutional Investors Are Preparing for the Fallout of a Market Shift

• Natixis Investment Managers

2018 Outlook of Institutional Investors

Institutional Investors Warn of Volatility, Asset Bubbles and Fragile Markets

• Natixis Investment Managers

IFRS9 : evolution or revolution ?

• Ostrum Asset Management

Infrastructure debt market insight

NAM Newsletter

• Ostrum Asset Management

Aviation Letter

Annual outlook of aircraft industry

• Ostrum Asset Management

How to eradicate the J Curve in Private Equity?

• Euro Private Equity

The risks of an overheating US economy

H2O Letter

• H2O Asset Management

ESG criteria to combine search for return and long-term impact

• Mirova

Loomis Sayles 2018 Sector Teams Outlook

Loomis Sayles’ sector teams return scenarios and relative value recommendations for 2018

• Loomis Sayles

US Real Estate Quarterly

AEW US Q4 2017 Real Estate Market Outlook

• AEW

Guide to Natural Capital Investing

• Mirova

Growth dominates first, then rates do

H2O Letter

• H2O Asset Management

Arctic Drilling: an update on our engagements

Responsible Investment Research

• Mirova

2018 Market Outlook

Natixis Investment Managers’ affiliates share their thoughts on what might be on the horizon for investors in 2018.

• Natixis Investment Managers

The end of the central bank put

H2O Letter

• H2O Asset Management

Into the dark side of central banking

H2O Letter

• H2O Asset Management

2018 European Property Market Outlook

AEW Research

• AEW

European Broadband Networks

On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.

• Mirova

Indices in Hot Water

The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).

• Mirova

World Faces Aging Population and Retirement Funding Burdens

• Natixis Investment Managers

2017 Global Retirement Index

An in-depth assessment of retirement security in the developed word.

• Natixis Investment Managers

Real asset debt: a substitute for bonds?

• Ostrum Asset Management

US Municipal Bonds

Non-US investors could benefit from allocating to US municipal bonds

• McDonnell Investment Management

Mirova’s responsible investment report

In fulfilment of the article 173 of the French energy transition law

• Mirova

Equity : the end-game gets closer

Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility

• Seeyond

Solvency 2: Rethinking the Debt Portfolio

How to incorporate SCR constraints into the portfolio allocation for insurer.

• Ostrum Asset Management

Equity infrastructure: decorrelated, long-term income

Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.

• Mirova

How to escape the illiquidity trap

How to get paid for scarce capital and liquidity

• H2O Asset Management

Finance and climate change

French institutional investors are bound by the Energy transition law to take action.

• Natixis Investment Managers

The Greening of Corporate Culture

Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition

• Mirova

European Real Estate Quarterly

AEW Europe Q2 2017 Real Estate Market Outlook

• AEW Europe

From overstating political risk to understating macro risk

H2O Letter

• H2O Asset Management

Solving The Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields

• Natixis Investment Managers

Aviation Letter

Annual outlook of aircraft industry

• Ostrum Asset Management

Trump’s decision: a chance for Climate

Comments on US withdraw from Paris climate agreement

• Mirova

French Election

What does the outcome mean for global financial markets?

• Natixis Investment Managers

It’s Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds

• Natixis Investment Managers

Passive is good for active

• Harris Associates

2016 Global Survey of Institutional Investors

Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey

• Natixis Investment Managers

European Real Estate Quarterly

AEW Europe Q1 2017 Real Estate Market Outlook

• AEW Europe

Real Estate Debt

An alternative to conventional fixed income investments

• Ostrum Asset Management & AEW Europe

Green Bond Principles

Mirova discusses market standards and the lack of a regulatory body for Green Bonds

• Mirova

What Do Trump’s Policies Mean for Energy and the Climate?

Forces outside of Trump’s influence may continue to drive development of clean energy in the U.S.

• Mirova

Greatness, local reflation and Europe

H2O Letter.

• H2O Asset Management

Real Estate Alchemy

Transforming non-core assets into prime property requires skill and resources

• AEW Europe

Emerging Debt: A world of income potential

• Natixis Investment Managers

Referendum in Italy

Our expert’s insights into the 4th December's Italian referendum and its impact on financial markets.

• Natixis Investment Managers

The Real Impact of Carbon on Portfolios

Improved assessment of carbon impact could spur ESG investment and drive innovation

• Mirova

2016 U.S. Defined Contribution Survey

As U.S. investors save for retirement, why advisors, employers, and policy makers should stand ready to help.

• Natixis Investment Managers

What is Value for Money?

Pension schemes face up to new challenge

• Natixis Investment Managers

Crisis Alpha

Managed futures may provide shelter from storms and diversified returns in calm markets

• AlphaSimplex Group

Real Estate, Infrastructure, Aircraft

Institutional investors are increasingly attracted by real asset private debt

• Ostrum Asset Management

Redefining Defined Contribution

How can pension providers keep up in an evolving space?

• Natixis Investment Managers

Alternative Strategies May Add Value to Institutional Portfolios

Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk

• Natixis Investment Managers

The Fed ‘Psychoanalyzed’

H2O Letter

• H2O Asset Management

Brexit Macroeconomic and Real Estate Implications and Insights

Post-referendum Q&A with AEW Research & Strategy

• AEW Europe

Brexit : United Kingdom Votes to Leave European Union

Which implications for UK and global markets

• Natixis Investment Managers

Active Share

How passive is your active manager?

• Vaughan Nelson Investment Management

Enhanced Beta: A Tasty Fixed Income Combo

A fixed income strategy combining active management and smart beta

• Ostrum Asset Management

Midyear Outlook and Living in a Post-Brexit World

Capital market notes

• Natixis Investment Managers

Mid-Caps are the New Small-Caps

Vaughan Nelson insight

• Vaughan Nelson

Why Indexes Need to Enter the 21st Century

Q&A with Dr. Andrew Lo

• Alpha Simplex Group

How to Assess How Active a Portfolio Is?

Not all high active share managers are created equal.

• Harris Associates

Hop Aboard the U.S Growth Engine

Mid-market private companies have the potential to expand rapidly while avoiding high exposure to volatile public markets

• Caspian Private Equity

2016 Global Retirement Index

4 key trends shaping the future of retirement security: access, incentives, engagement and economics.

• Natixis Investment Managers

2015 Global Survey of Institutional Investors

Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions, Natixis Survey Shows

• Natixis Investment Managers

Institutional Investors and the Technological Tidal Wave

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

• Natixis Investment Managers

2016 Global Individual Investor Survey

How investor behavior is rewriting the job description for financial professionals

• Natixis Investment Managers

Insurance Survey:

Companies grapple with new regulatory constraints, capital rules and increased risks

• Natixis Investment Managers

Diversified Growth Funds

Seeking to respond to rapid shifts in markets while reducing risk.

• Seeyond

Institutional Investors Outlook:

Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions

• Natixis Investment Managers

Liquidity Risk in the Fixed Income Markets

NAM Fixed Income ideas

• Ostrum Asset Management

Active vs Passive : A False Argument

Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.

• Seeyond

COP21, The Force Awakens

Mirova’s insights on COP21’s conclusions

• Mirova

Mirova’s Insights

Investing for a low carbon economy

• Mirova

Finding Water in the Desert

New regulations raise the bar for liquidity management

• Ostrum Asset Management

Global Retirement Index 2015

An in-depth assessment of welfare in retirement around the world

• Natixis Investment Managers