News and Views for Institutional Investors
VIDEO (34’43) – Vincent Chailley, CIO and portfolio Manager, H2O Asset Management
2019 European annual outlook
Experts call for directing private capital to land restoration
Ossiam Research Publication
Aligning economy with ecology
With its third-generation companies, the emerging world is not just changing, it is being reinvented.
Growth and inflation within the world’s largest economies should remain near current levels
Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news.
Limited new supply drives rental growth
An in-depth assessment of retirement in the world
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.
VIDEO (3’15) – Philippe Zaouati, CEO of Mirova, Chair of Finance For Tomorrrow
French insurers are bound by the Energy Transition Law to take ESG into account.
European Research Monthly Update
A bold alternative to ‘buy and hold’ for fixed income
Loomis Sayles’ quarterly macro and market commentary
Innovate to meet the e-commerce challenge
In fulfilment of the article 173 of the French energy transition law
“Put-write” strategies have nearly kept pace with U.S. equities, but with fewer drawdowns
Ostrum AM focuses on stockpicking and avoids market “noise”.
Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up.
Mirova’s comment on the IPBES report on the state of land degradation around the world
Renewable energy is one of the fastest growing segment within the infrastructure market
Seeking Risk-Adjusted Excess Returns
A good match for fixed income investors’ concerns
How a combination of member profiling and applying a risk-first investment approach improves member outcomes.
Multi-asset credit strategies aim to capture global credit risk premiums
The high yield market can provide compelling investments within most stages of the economic cycle.
The Blockchain is on the verge of revolutionising asset management
VIDEO (3’19) – Gautier Quéru, Director of the Land Degradation Neutrality Fund Project at Mirova
Mirova’s analysis of HLEG recommendations
VIDEO (4’18) – Raphael Lance, Head of Renewable Energy Funds at Mirova
Four key insights on Golden State residents and green bonds
Three Ways Institutional Investors Are Preparing for the Fallout of a Market Shift
Institutional Investors Warn of Volatility, Asset Bubbles and Fragile Markets
Annual outlook of aircraft industry
Loomis Sayles’ sector teams return scenarios and relative value recommendations for 2018
AEW US Q4 2017 Real Estate Market Outlook
Responsible Investment Research
Natixis Investment Managers’ affiliates share their thoughts on what might be on the horizon for investors in 2018.
On top of favoring sustainable development, broadband networks are true infrastructure investment opportunities.
The carbon footprint of the major equity indices exceeds the +2°C objective of the Paris Climate Agreement (COP 21).
An in-depth assessment of retirement security in the developed word.
Non-US investors could benefit from allocating to US municipal bonds
Overlay and Minimum Variance, two strategies to hedge its equity portfolio against volatility
How to incorporate SCR constraints into the portfolio allocation for insurer.
Allocations to infrastructure assets are rising fast, so specialist skills are required to maintain outperformance and manage risk.
How to get paid for scarce capital and liquidity
French institutional investors are bound by the Energy transition law to take action.
Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition
AEW Europe Q2 2017 Real Estate Market Outlook
Insurers need innovative investment strategies in response to regulation and low yields
Annual outlook of aircraft industry
Comments on US withdraw from Paris climate agreement
What does the outcome mean for global financial markets?
Private debt can be a lower-risk, higher-yielding alternative to traditional bonds
Institutional investors embrace risk in pursuit of better returns and yield, finds Natixis Global Asset Management Survey
AEW Europe Q1 2017 Real Estate Market Outlook
An alternative to conventional fixed income investments
Mirova discusses market standards and the lack of a regulatory body for Green Bonds
Forces outside of Trump’s influence may continue to drive development of clean energy in the U.S.
Transforming non-core assets into prime property requires skill and resources
Our expert’s insights into the 4th December's Italian referendum and its impact on financial markets.
Improved assessment of carbon impact could spur ESG investment and drive innovation
As U.S. investors save for retirement, why advisors, employers, and policy makers should stand ready to help.
Pension schemes face up to new challenge
Managed futures may provide shelter from storms and diversified returns in calm markets
Institutional investors are increasingly attracted by real asset private debt
How can pension providers keep up in an evolving space?
Including alternatives strategies in a portfolio can help to improve performance whilst reducing risk
Post-referendum Q&A with AEW Research & Strategy
Which implications for UK and global markets
How passive is your active manager?
A fixed income strategy combining active management and smart beta
Capital market notes
Vaughan Nelson insight
Q&A with Dr. Andrew Lo
Not all high active share managers are created equal.
Mid-market private companies have the potential to expand rapidly while avoiding high exposure to volatile public markets
4 key trends shaping the future of retirement security: access, incentives, engagement and economics.
Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions, Natixis Survey Shows
With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.
How investor behavior is rewriting the job description for financial professionals
Companies grapple with new regulatory constraints, capital rules and increased risks
Seeking to respond to rapid shifts in markets while reducing risk.
Institutional investors bullish on stocks, alternatives in 2016, wary of global political tensions
NAM Fixed Income ideas
Neither active, nor passive, factor investing equity strategy is an alternative to conventional stock-picking strategies.
Mirova’s insights on COP21’s conclusions
Investing for a low carbon economy
New regulations raise the bar for liquidity management
An in-depth assessment of welfare in retirement around the world