11 episodes

We aim to help you make better investment decisions by bringing you insights from Natixis Investment Managers’ global expert collective including IML, Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and others.

Navigating the noise – conversations with the Natixis Investment Managers Expert Collective‪.‬ Natixis Investment Managers Australia

    • Business

We aim to help you make better investment decisions by bringing you insights from Natixis Investment Managers’ global expert collective including IML, Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and others.

    IML large cap update - FY 2024

    IML large cap update - FY 2024

    Senior Portfolio Manager Hugh Giddy discusses the performance of IML’s large cap funds for financial year 2024, as well as key stocks and market movements.

    • 13 min
    IML small cap update - FY 2024

    IML small cap update - FY 2024

    Senior Portfolio Manager Simon Conn discusses the performance of IML’s small and mid cap funds for financial year 2024, as well as key stocks and market movements.

    • 11 min
    Why bonds are back and bond basics

    Why bonds are back and bond basics

    Kevin Creeden, CFA from Loomis, Sayles & Company talks to Louise Watson about why bonds are in high demand while also explaining some fundamentals of fixed income investing.
    In the podcast they cover:
    Why 2022 was such a terrible year for bonds and why there is such strong appetite for bonds right now
    Why Loomis Sayles is opening up its Global Bond Fund to Australian wholesale investors
    Fundamentals of bond investing including:
    How they are traded
    The global aggregate benchmark
    Fixed vs floating rate bonds
    Benefits of hedging
    Duration 
    How active bond managers seek to beat the index

    Read more on the Loomis Sayles Global Bond Fund https://www.im.natixis.com/en-au/funds/loomis-sayles-global-bond-fund
     

    • 17 min
    Is this small cap in the fast lane to the ASX 300?

    Is this small cap in the fast lane to the ASX 300?

    Generation Development Group (ASX:GDG) is a company you may not be familiar with: it's only just in the ASX Top 500 and often flies under the radar of the mainstream financial press.
    However, you have probably heard of its main brand GenLife, would definitely know GenLife's CEO Grant Hackett and may have seen it in the media lately as it pursues the final piece of ratings and investment house Lonsec. 
    In our latest podcast Lucas Goode, IML Portfolio Manager and Equities Analyst, highlights why GDG is IML's stock of the month, shedding light on: 
    GDG’s unique and differentiated product offerings
    The potential Lonsec acquisition
    Recent share price appreciation and future growth potential

    • 10 min
    How will Australia's $3.5 trillion wealth transfer reshape society?

    How will Australia's $3.5 trillion wealth transfer reshape society?

    Around the world, many nations are preparing for the largest ever wealth transfer in history. In Australia, it is estimated around $3.5 trillion in assets will be passed on to future generations by 2050.* 
    So how will this intergenerational wealth transfer impact the Australian economy and society at large?
    Find out in our third and final instalment of  Louise Watson's interview with demographer Simon Kuestenmacher.They discuss:
    How and when wealth will transfer from baby boomers to future generations
    The changing face of retirement
    The impact it will have on the housing market
    The social and ethical considerations of “the bank of mum and dad"
    *Australian Government Productivity Commission 2021 report "Wealth transfers and their economic effects"

    • 19 min
    Why has ResMed rocketed up and is the ride over?

    Why has ResMed rocketed up and is the ride over?

    Shareholders of Resmed have been on a rollercoaster ride in the past year. Late last year, after news of the efficacy of Ozempic and other GLP-1 drugs came to light, the Resmed share price dropped as investors grew concerned about the potential impact on Resmed’s business. But since then it has steadily made up lost ground and is now trading at similar levels.

    - But what has driven the share price appreciation?
    - Has the Ozempic effect hit yet?
    - And does Resmed’s rally have further to go?

    In our latest podcast, IML’s Senior Equity Analyst Bruce Du, gives his perspective.

    • 12 min

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