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Posts From Natixis

Insights Subscription Economics

Insights Subscription Economics

🕔14:24, 22.May 2020

As outlined in our previous “Thematics Insights”, we think it makes sense to dive a little deeper into the economics of a subscription and its real value. We have already identified several reasons why both consumers and businesses are subscribing

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Still some risks ahead

Still some risks ahead

🕔10:32, 1.May 2020

After an unprecedented sell-off in March, April was characterised by optimism as equity markets recuperated more than 50% of their losses and many indices are now in new bull markets (up 20%). While plenty of questions –and risks – remain,

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What happenned ?

What happenned ?

🕔10:11, 27.Apr 2020

23 April 2020 A reprieve in oil markets led to a reprieve in equity markets, which rebounded 1.5% in Europe and 2.3% in the US after two negative days. WTI prices bounced to USD15 per barrel and Brent recovered to

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Into the unknown

Into the unknown

🕔14:09, 15.Apr 2020

While we maintain a constructive medium-term view for now, we remain cautious on risk assets until we see a peak in cases. Into the unknown While we are in the throes of an unprecedented health crisis, leading to an unprecedented

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Market turmoil

Market turmoil

🕔14:07, 27.Mar 2020

What we’re watching? We continue to monitor containment efforts, as more countries are following China’s lead (sort of), but fiscal support is what is most needed to reassure markets. We will closely look at high frequency data to see how

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Slower for longer?

Slower for longer?

🕔07:11, 28.Feb 2020

IN SHORT With COVID-19 cases falling in China, but rising elsewhere, the impact on growth could go beyond Q1. Markets are likely to continue to question how big an impact on global growth should be expected, and what is priced

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Natixis February 2020 Perspectives

Natixis February 2020 Perspectives

🕔12:04, 14.Feb 2020

Questions amid a constructive backdrop The year started where 2019 left off, with ongoing improvements in growth and buoyant markets. Equities took headlines in stride when the US killed an Iranian general with a drone strike and they have so

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Is it different this time?

Is it different this time?

🕔09:57, 13.Feb 2020

Is it different this time? A value investor usually requires a substantial price discount at the company’s intrinsic value. But the latter exceeds the mere accounting value of its tangible assets. Key Takeaways: • The core principles of Value Investing have

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H2O 2020 outlook

H2O 2020 outlook

🕔13:09, 3.Feb 2020

We strongly disagree with the assessment that the US and Europe are heading to a recession. The macro is still running slightly above potential in the US and in Europe. There is not enough leverage from households, a necessary condition

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Questions amid a constructive backdrop

Questions amid a constructive backdrop

🕔06:45, 3.Feb 2020

IN SHORT Questions surround the coronavirus outbreak, with an impact expected on Q1 data, especially in China. Markets have proven mostly resilient so far, but short-term volatility is likely to remain elevated. We maintain a more constructive view for the

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Serious about sustainability

Serious about sustainability

🕔16:08, 31.Jan 2020

It is likely that the composition of tomorrows stock market indices will look very different than they do today. In the years to come, there’ll be less demand for fossil fuels, continued demographic change and ever more scrutiny of environmental, social and

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UK general elections

UK general elections

🕔09:47, 18.Dec 2019

Yesterday’s results imply Mr. Johnson will ‘get Brexit done’. However, his plan to get a trade agreement done by the end of 2020 is likely to hit some snags. Indeed, the hard work begins now, and even a bare-bones agreement

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The waiting game: Ten market trends institutional investors are watching in 2020

The waiting game: Ten market trends institutional investors are watching in 2020

🕔14:42, 9.Dec 2019

2020 Institutional Outlook Executive Overview Despite big gains for stocks and bonds during 2019, institutional investors are worried that stalled trade talks, slow global growth, and low yields could hurt portfolio performance in 2020. But even as they see a

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2020 Outlook – Optimistic, but limited upside

2020 Outlook – Optimistic, but limited upside

🕔13:24, 7.Dec 2019

Geopolitical détente reduces uncertainty Our outlook for 2020 is relatively optimistic, predicated on the ongoing improvement in recent geopolitical developments – or at least a lack of deterioration thereof. In our view, the US-China trade war remains the single most

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Rock and a hard place

Rock and a hard place

🕔14:55, 27.Nov 2019

Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives A decade of ultra-low interest rates has inflated institutional liabilities and widened the duration mismatch for insurers across the globe. Desperate for alpha, investment teams are turning to private

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Investing in global equities with a thematic lens

Investing in global equities with a thematic lens

🕔18:39, 25.Nov 2019

Thematic equity investing focuses on markets that are growing faster than the broader global economy due to a range of long-term, secular growth drivers. It seeks out businesses that will be at the forefront of long-term growth themes – Safety,

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Geopolitical clouds start to clear

Geopolitical clouds start to clear

🕔15:35, 6.Nov 2019

In Short While some data misses continue, especially in manufacturing and in Europe, we believe that economic releases are pointing towards a stabilization in growth. Optimism is spreading that the worst may be behind us, thanks to improvements in the

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Geopolitical clouds start to clear

Geopolitical clouds start to clear

🕔08:11, 6.Nov 2019

Recent improvements in geopolitical tensions carried into October to see optimism spread across regions and sectors. Indeed, the trade truce between the US and China continues, with encouraging news that a “phase one” deal is on track, to be potentially

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2019 Global Retirement Index

2019 Global Retirement Index

🕔09:44, 26.Sep 2019

An in-depth assessment of welfare in retirement around the world Ensuring retirement security is a challenge facing every country around the globe. Traditionally, it is a problem viewed through a financial lens with the discussion focused on personal, employer, and

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Value investing in emerging markets: lessons from history

Value investing in emerging markets: lessons from history

🕔17:45, 30.Aug 2019

Emerging markets are a lot less emerging than they used to be. A more integrated global economy means that the world has become smaller. Investors and managers no longer suffer from limited visibility into markets, and the transparency around the

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Status quo enough for markets

Status quo enough for markets

🕔07:59, 28.Aug 2019

Perspectives The biggest market drivers remain trade and central banks. The dichotomy we have been witnessing with both equities and bonds rallying continues, as expectations for easing and growth concerns support fixed income, while supportive central banks and a welcome

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Fixed Income Solutions: Green Bond Opportunities Sprouting Up

Fixed Income Solutions: Green Bond Opportunities Sprouting Up

🕔18:56, 19.Aug 2019

What do Apple, Amsterdam’s Royal Schiphol Airport, and the Seychelles have in common? They are all part of a growing number of corporations and governments worldwide who are taking a greener route to issue bonds to fund projects. In fact,

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Six simple reasons why yesterday’s volatile markets are a wake-up call for investors today

Six simple reasons why yesterday’s volatile markets are a wake-up call for investors today

🕔12:25, 18.Jul 2019

Global Survey of Individual Investors – Executive Overview The volatility at the end of 2018 was a wake-up call for individual investors. On the heels of the longest running bull market in history, the final three months of last year

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Will the “Fed put” be enough to ensure further upside to risky assets?

Will the “Fed put” be enough to ensure further upside to risky assets?

🕔19:02, 29.Mar 2019

Allocation Perspective Stocks have rallied this year – MSCI ACWI is up 17% from its late December low – despite lackluster economic growth outside the US. Manufacturing PMIs have fallen to 47.6 in Germany, to 48.9 in Japan, and an

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Will the “Fed put” be enough to ensure further upside to risky assets?

Will the “Fed put” be enough to ensure further upside to risky assets?

🕔19:02, 29.Mar 2019

Allocation Perspective Stocks have rallied this year – MSCI ACWI is up 17% from its late December low – despite lackluster economic growth outside the US. Manufacturing PMIs have fallen to 47.6 in Germany, to 48.9 in Japan, and an

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Check out our events calendar, with a lot of interesting #webinars! https://opiniopro.com/events/ #research #HomeOffice

The #coronavirus crisis has highlighted the market’s belief in the long-term potential of listed market champions of sustainability. Our expert #Rupert_Welchman says more in The Good Investment Review by @goodmoneygirl.

Billions, Trillions, or Quadrillions?

All of the World’s Money and Markets...

Top the list?

#Derivatives!! ( estimated at $1 quadrillion)
-> https://www.visualcapitalist.com/all-of-the-worlds-money-and-markets-in-one-visualization-2020/

via @VisualCap

Diversificatie loont! Maar zoals @arjenlubach zich zo mooi kan afvragen: #hoedan?

De #GlobalMarketPortfolio is een mooi startpunt!

Zie verschil tussen @DNB_NL data van #pensioenfondsen en Global Market Portfolio #assetallocation -> https://www.alpharesearch.nl/2020/global-market-portfolio-is-iedereen-de-baas/ via @AlphaResearchNL

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