Midyear Outlook 2017: Where’s the Volatility?

Panel discussion featuring multi-asset, sustainable investing, and muni market experts from Natixis Global Asset Management.

Moderator:
Esty Roditi - Investment Specialist, NGAM International

Panelists:
Dawn Mangerson - Director, Municipal Portfolio Management Team, McDonnell Investment Management
Maura Murphy, CFA - Multi-Asset Income Portfolio Manager, Loomis, Sayles & Co.
Anne-Laurence Roucher - Deputy CEO and Head of Development, Mirova

Despite all the geopolitical news this year, the capital markets have remained surprisingly calm. Equities have notched new highs, but volatility remains near historic lows, and Treasury yields have fallen. Our panelists offer their perspectives, as well as some thoughts on what may lie ahead:

  • “Pleasant surprise” for fixed-income investors
  • Inflation in a sweet spot?
  • European equities regain their allure
  • Insights on infrastructure spending
  • Trends and opportunities


Published in July 2017

McDonnell Investment

www.mirova.com

McDonnell Investment Management, LLC ("McDonnell") is a registered investment adviser providing customised investment management services for institutions, private clients, and mutual fund companies. As of March 31, 2017, the firm manages approximately $11.5 billion in assets and maintains a wide-ranging client base that includes institutions and individuals that are geographically diversified across the U.S. McDonnell specialises in fixed income investment management, offering primarily investment grade taxable and tax-exempt strategies using separate accounts via direct client advisory relationships or through participation on Separately Managed Account (“SMA”) platforms. Clients select from investment mandates that encompass core, limited maturity/duration, multi-sector and customised benchmark blends. The firm also maintains two municipal bond sub-advisory relationships.

Mirova

www.mirova.com

Mirova is an asset management company, wholly owned by Natixis AM, that brings to bear almost 30 years of experience in Socially Responsible Investing (SRI).* Mirova offers a conviction-driven investment approach in order to combine value creation over the long term with sustainable development. The firm provides a full array of offerings: listed equities, fixed-income, infrastructure funds and impact investing, as well as engagement and voting consulting services

Loomis Sayles

www.loomissayles.com

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

Natixis Global Asset Management S.A.
RCS Paris 453 952 681
Share Capital: €156 344 050
21 quai d’Austerlitz, 75013 Paris
www.im.natixis.com

This video is for informational purposes only and should not be construed as investment advice. Any economic projections or forecasts contained herein reflect subjective judgments and assumptions, and unexpected events may occur. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed are as of June 8, 2017, and may change based on market and other conditions.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute

Copyright © 2017 Natixis Investment Managers S.A. – All rights reserved



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