From individual investors to institutions, investors are turning to ESG investing to marry performance with personal values

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Appetite for environmental, social and governance (ESG) strategies is on the rise, as investors increasingly recognise the opportunity to generate alpha through ESG, but for professional investors reporting and measurement remains one of the biggest obstacles, according to a survey released yesterday by Natixis Investment Managers. The Natixis ESG cross-survey report leverages data from four […]

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US economy is decelerating toward potential GDP near 2%, but not going into recession

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David Lafferty, Chief Market Strategist at Natixis Investment Managers examines the most recent macro data to see if it supports a continued rally in stocks and credit. The post-Christmas global rally in both equities and corporate credit has everyone wondering, “Is global growth stronger than we expected?” Obviously the Fed’s downshift both on rates (now […]

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Professional fund buyers favour active management to deliver on return targets despite market volatility and uncertainty

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The global survey of 200  fund buyers – responsible for selecting funds included on private bank, insurance, fund-of-fund and other retail platforms – found that more than eight in ten (82%) believe that their return assumptions for 2019 are realistically achievable, despite ongoing geopolitical and economic uncertainty and a persistent low return environment.  However, fund […]

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Natixis Investment Managers expands its global equities offering with the creation of Thematics Asset Management

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Natixis Investment Managers announces the creation of Thematics Asset Management, a new investment company1 based in Paris, that joins the firm’s global lineup of investment affiliates and will provide investors with access to a wide range of high conviction and active global thematic strategies, including, Safety, Water, Artificial Intelligence & Robotics, starting in Q2, 2019.2 […]

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Natixis Investment Managers Appoints First Head of CSR and ESG

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Natixis Investment Managers, one of the world’s largest asset managers with €808bn in AUM, has appointed Harald Walkate as Head of Corporate Social Responsibility (CSR) and ESG.  In this newly created role, Harald will be responsible for driving Natixis Investment Managers’ CSR globally and its ESG commitments across its distribution network, its affiliate managers and as part of […]

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Nowhere near a recession

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Capital Market Pulse While we have clearly passed the peak in global growth, we believe that we are nowhere near a recession Risk appetite has recovered since the start of 2019, but remains fragile in light of ongoing political and geopolitical uncertainties We continue to look for diversifying and de-correlating strategies, such as alternatives, in […]

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Handicapping the risks for 2019

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What could go wrong for investors this year? In late November we produced our 2019 Outlook for the global economy and capital markets. In December, we highlighted five trends that would likely reverse in the coming year (growth, rates, monetary policy, the US dollar, and rising volatility). This month we itemise seven risks we see on the […]

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Traditional sources of diversification failed to mitigate losses as portfolio performance suffered

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Multi-asset funds failed to protect investors from the impact of volatile equity markets in 2018, according to the Natixis Investment Managers Global Portfolio Barometer. Adviser portfolios delivered negative returns across all regions, driven by falls in equity markets. But the analysis of investor portfolios in seven markets, conducted by the Natixis Portfolio Research & Consulting […]

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A strong year for dividends globally

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Despite global share markets falling heavily in the last quarter, 2018 was a strong year for dividends across developed markets, with $A1.8 trillion paid out to shareholders, a $200+ billion, or 12.6%, increase[1] from the year before according to research by Plato Investment Management. “More than half, some 59%, of companies world-wide increased their dividends per […]

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H2O Aussie Dollar share class strategy wins $80 million insurance mandate

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Natixis Investment Managers has announced that its global macro affiliate, H2O Asset Management, has been awarded an $80 million mandate.  The mandate was awarded to the newly created H2O Australian Dollar Share Class Adagio Fund. Damon Hambly, CEO for Natixis in Australia, said: “We are delighted to announce a new client for our affiliate, H2O Asset Management. […]

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