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Posts From Natixis Investment Managers

The United States economic outperformance

The United States economic outperformance

🕔08:29, 21.Sep 2023

The trends observed since the start of the year have persisted through the summer. The US economy continues to beat expectations, buoyed by a robust domestic demand that shows little sign of abating. Even with a minor downward adjustment to

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Nederland behoort wereldwijd tot de top 6 landen met de beste pensioenvoorwaarden

Nederland behoort wereldwijd tot de top 6 landen met de beste pensioenvoorwaarden

🕔14:40, 14.Sep 2023

Voor het eerst in tien jaar is in bijna alle ontwikkelde landen in de Global Retirement Index (GRI) van vermogensbeheerder Natixis Investment Managers de algemene pensioenzekerheid verbeterd ten opzichte van het voorgaande jaar. Belangrijke factoren voor de verbetering van de

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2023 Natixis Global Survey of Individual Investors

2023 Natixis Global Survey of Individual Investors

🕔09:45, 22.Jun 2023

Following a challenging year characterized by the worst stock performance since 2008, unprecedented bond losses, 40-year high inflation rates, and the most substantial interest rate hikes in over 40 years, the 2023 Natixis Global Survey of Individual Investors reports an

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New Challenges for Fund Selectors</

New Challenges for Fund Selectors

🕔10:01, 2.May 2023

2023 Natixis Global Fund Selector Outlook Fund selectors worldwide face the dual challenge of navigating an uncertain economic landscape and evolving client needs. As inflation rates, interest rates, and geopolitical risks rise, 62% of fund selectors believe a recession is

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A View on ECB Meeting: March 2023

A View on ECB Meeting: March 2023

🕔15:24, 16.Mar 2023

As it has been clearly communicated by ECB policymakers in recent weeks, the central bank will hike by 50bp in its March meeting, taking its main refinancing rate to 3.5%. Moreover, President Lagarde will likely signal another large hike in

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This year is unlikely to be a repeat of 2022 for investors

This year is unlikely to be a repeat of 2022 for investors

🕔21:13, 25.Feb 2023

Given the resiliency shown by economic indicators, we rule out the risk for a severe recession both in the US and Europe. The outlook for a recession scenario has weakened thanks to strong buffers, such as still present excess savings

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Ukraine: A Year of War

Ukraine: A Year of War

🕔10:10, 24.Feb 2023

Macro Outlook This week marks a year since Russia’s President Vladimir Putin invaded Ukraine, an event that pushed the global economy into a series of geopolitical and economic shocks, the consequences of which will have long lasting effects. Due to

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Hoge inflatie en recessie onvermijdelijk, maar rendementsverwachtingen optimistisch

Hoge inflatie en recessie onvermijdelijk, maar rendementsverwachtingen optimistisch

🕔09:23, 16.Feb 2023

Actieve fondsen, duurzame beleggingen en private assets zullen volgens fondsselecteurs 2023 domineren. De inflatie blijft een primaire zorg voor professionele fondsselecteurs over de hele wereld, op de voet gevolgd door de rente en beleid centrale banken.  

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Eurozone inflation and ECB decisions

Eurozone inflation and ECB decisions

🕔10:23, 15.Feb 2023

While the Eurozone’s headline inflation has been slowing for two consecutive months, largely driven by negative energy base-effects, the region’s core inflation has yet to show any convincing signs of turning back down. Coming in at 5.2% year-over-year in December,

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This year is unlikely to be a repeat of 2022 for investors

This year is unlikely to be a repeat of 2022 for investors

🕔08:33, 14.Feb 2023

Natixis Investment Managers Solutions | Global Market Strategy: Given the resiliency shown by economic indicators, we rule out the risk for a severe recession both in the US and Europe. The outlook for a recession scenario has weakened thanks to

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2023 Natixis Institutional Outlook Survey

2023 Natixis Institutional Outlook Survey

🕔08:13, 9.Jan 2023

After the Gold Rush Institutional investors forced to dig deep for opportunity as they brace for inflation or stagflation in post-pandemic markets. After seeming to recover from the pandemic in 2021, the global economy relapsed into what may be classified as a

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Institutionele beleggers zien recessie als onvermijdelijk

Institutionele beleggers zien recessie als onvermijdelijk

🕔11:51, 19.Dec 2022

Institutionele beleggers* over de hele wereld gaan richting 2023 met een sombere kijk op de economie en gemengde vooruitzichten voor de markten. Ze verwachten volgend jaar nog hogere rente, inflatie en volatiliteit, zo blijkt uit onderzoek van Natixis Investment Managers

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2023 Macro Outlook

2023 Macro Outlook

🕔16:00, 1.Dec 2022

Natixis Investment Managers (Natixis IM) hosted a 2023 Macro Outlook event for the UK media, at which four thought leaders from Natixis IM and its affiliates gathered to discuss the 2023 investment environment and how to generate value for investors

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Investing in volatile times

Investing in volatile times

🕔14:47, 24.Oct 2022

The investment lexicon is currently dominated by inflation and recession. But what could these terms – so readily used by investors and their advisors – actually …

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Inflation remains the priority amid slowing growth

Inflation remains the priority amid slowing growth

🕔14:36, 4.Aug 2022

The Federal Reserve did not surprise and raised its target range for the federal funds rate by 75 basis points to 2.25%-2.5%, referring to high inflation as its primary concern1 . A strong labour market supported a hawkish tone overall

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Slowflation in the offing

Slowflation in the offing

🕔08:34, 6.Jul 2022

While some of the risk factors we spoke about last month – OPEC’s lack of cooperation and China’s lockdowns – have eased somewhat in recent weeks, growth and inflation concerns have continued to pile up, challenging policymakers and investors. The

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“Slowflation” is becoming a reality

“Slowflation” is becoming a reality

🕔08:52, 24.May 2022

The chance to see a positive resolution between Russia and Ukraine has continued to decline. Conversely, ongoing geopolitical tension appear to be the new reality – so market participants will just have to get used to it. Unlike in recent

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Asset Class Views – Reduced visibility demands neutrality

Asset Class Views – Reduced visibility demands neutrality

🕔14:27, 21.Apr 2022

March has been a month of multiple material developments. Not only the rapid victory envisioned by President Putin did not occur, but the possibilities for a long-lasting conflict have increased. The military stalemate and the dislocation of the political equilibriums

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There are decades where nothing happens; and there are weeks where decades happen

There are decades where nothing happens; and there are weeks where decades happen

🕔12:11, 22.Mar 2022

Since the dissolution of the Soviet Union, more than three decades ago, the NATO had tried to encourage dialogue with Russia. But, since 2014—when the previous severe political crisis between Ukraine and Russia took place, most of the cooperation efforts

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Pulse

Pulse

🕔14:45, 16.Mar 2022

After deploying a military contingent of nearly 180,000 soldiers around Ukraine's borders, President Putin has considerably toughened the tone towards Kiev, accusing the Ukrainian authorities of wanting to join NATO and of posing a threat to Russia's security. On February

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Finding the sweet spot

Finding the sweet spot

🕔08:48, 21.Feb 2022

US inflation in January surprised once again to the upside, with the headline and core figures jumping 7.5% and 6% year-over-year, respectively. However, we note that, although these prints are the largest since 1982 and, thus, do worry market participants,

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2022 Outlook: The recovery continues in the near term

2022 Outlook: The recovery continues in the near term

🕔16:25, 16.Dec 2021

From pandemic to endemic  IN SHORT Although lower than in 2021, we expect growth to remain above its long-term target Inflation should broadly subside over the course of next year as supply-demand mismatches get resolved and labour market tightness eases

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Negative real rates continue to support equities

Negative real rates continue to support equities

🕔12:09, 13.Dec 2021

We believe that inflation prints will continue to come out high for some time. The gap between production and consumer price indices has widened, particularly in Europe, and supply chain disruptions have not peaked yet. Business leaders are becomingincreasingly wary

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2022 Institutional Outlook Executive Overview

2022 Institutional Outlook Executive Overview

🕔17:26, 9.Dec 2021

In positioning portfolios for the unknowns ahead in 2022, institutional teams are watching five key themes that will shape portfolio strategy: Central banks hold the keys to investment success. Covid is no longer the greatest threat to growth. The hunt

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Inflation, no time to die

Inflation, no time to die

🕔21:08, 13.Oct 2021

IN SHORT Inflation concerns have picked up again as price pressures mount. Talks regarding tapering continue to intensify. Yields have surged globally following the more hawkish tone of central banks and questions regarding the transitory nature of inflation. Equity markets

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Evergrande 101: Take a breath

Evergrande 101: Take a breath

🕔15:56, 27.Sep 2021

What can we overreact to today? Guess we know the answer to that one. We entered the weekend with investors looking ahead to this week’s Fed meeting and policy decision on Wednesday, plus a full slate …

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Pick your scary story

Pick your scary story

🕔14:31, 27.Jul 2021

These past few weeks have seen an interesting shift in investor fears, from inflation to growth, and back again – with a dose of Delta variant fear added to the mix. Indeed, growth is likely to have already peaked in

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Change? What change?

Change? What change?

🕔11:59, 28.Jun 2021

This month delivered a surprise from the Federal Reserve, which appeared more hawkish due to the shift in the dot plots. However, after listening to Chairman Powell speak, we believe that little has actually changed. Yes, the Fed has an

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The global picture supports a constructive outlook

The global picture supports a constructive outlook

🕔10:15, 9.Jun 2021

News surrounding the pandemic has steadily improved this month, with cases dropping sharply across the US and Europe, and retreating in India. As such, confidence in reopening timetables is increasing, with global growth expectations growing in tandem. More and more

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Emerging Markets: the hurdles blocking outperformance

Emerging Markets: the hurdles blocking outperformance

🕔15:25, 24.May 2021

While the attractiveness of emerging markets in the longer term isn’t in question, a number of obstacles could stop them from outperforming in the coming months. Covid reality Throughout last year, many EMs handled the pandemic much better than the

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Yields take off

Yields take off

🕔10:31, 1.Mar 2021

After a short breather at the end of January, the reflation trade is back. Bond yields have jumped, with 10-year Treasury yields rising 33 basis points and 10- year German Bunds climbing 22 basis points since the beginning of February.

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2021 Outlook: Looking to a post-COVID world

2021 Outlook: Looking to a post-COVID world

🕔11:12, 3.Dec 2020

Perspectives Writing a year-ahead outlook is always challenging, but writing it in the middle of a global pandemic takes that definition to the extreme. Nonetheless, as we look to 2021, we find ourselves optimistic again, despite the tough year and

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