Investors are too optimistic about the second half of the year, warn Natixis strategists
This year’s rally could be brought to a halt by politics, especially the US election
Natixis
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Natixis: Investors’ long-term return expectations fall to 6.3%
65% believe market volatility will increase from 2023, according to Natixis Investment Managers survey
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Investors expect double-digit returns amid market turbulence
Brits are the most optimistic, Natixis global survey reveals
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M&G Asset Management hires CEO from Natixis
Joseph Pinto will join in March
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H2O moves to stem outflows after liquidity issues
Reduces non-rated private bond exposure and introduces swing pricing
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Natixis launches ESG spin-off
Asset manager will specialise in thematics such as water and energy strategies
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Natixis Investment Managers’ affiliates announce merger
Loomis Sayles and McDonnell Investment Management set to integrate in early 2019
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Advisers ditch plans to shrink active allocations
Financial advisers have backtracked on plans to decrease their active exposure, instead marginally increasing allocations, according to a survey by Natixis Investment Managers.
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Volatility splits fund buyers
Professional fund buyers are split on whether volatility represents a threat or an opportunity for portfolios.
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UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
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An investment strategy where volatility goes up but risk does not
Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
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PA Video Insight: Stocks and bonds for those concerned about stocks and bonds
Alexander Healy’s logic is fairly straightforward: as trends change, markets change and as markets change, investment opportunities change, therefore identifying the trends and having a diversified investment approach is key.