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

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

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.

  1. 1 DAY AGO

    How much more Nvidia and Apple do you need?

    Chris Wallis, Vaughan Nelson CEO and CIO thinks that AI is both ‘over-hyped and underappreciated’ and better investment opportunities could lie outside megacap tech, particularly in global small-mid caps. In this in-depth podcast Chris talks to Louise Watson, Head of Country for Natixis Investment Managers Australia about: Why he first started investing and why he loves it Where he is seeing the best investment opportunities His thoughts on the global economy and future prospects Why global small-mid caps are misunderstood and why it is an attractive asset class What sets Vaughan Nelson apart, including the Vaughan Nelson culture

    18 min

  2. OCT 14

    Large cap portfolio update – September quarter 2024

    In this podcast, IML large cap portfolio manager, Daniel Moore, chats to Carl McMinn about a very eventful September quarter. He outlines how the Big 4 Banks and large resources companies drove the ASX 300 over the quarter and affected IML’s large cap performance.

    17 min

  3. OCT 14

    SMID cap portfolio update – September quarter 2024

    In this podcast, IML small-mid cap portfolio manager, Marc Whittaker, chats to Carl McMinn about a very eventful September quarter, with a special focus on IML’s small-mid cap funds, healthcare and IML’s approach to the resources sector.

    19 min

  4. SEP 30

    How is the US economy performing and what does it mean for Australia?

    The global economy takes its lead from the US and it is an important market for many of Australia’s largest companies. IML Equity Analyst Josh Frieman has just returned from a US research trip where he gained first-hand insights into the US economy, as well as Australian companies operating in the US. He joins Natixis IM Distribution Director Carl McMinn to discuss his findings in our latest podcast.

    13 min

  5. SEP 25

    Analysing Australia’s place in the Global Retirement Index

    Natixis Investment Managers’ Global Retirement Index attracts great interest in Australia each year. This year Louise Watson discusses the report’s findings with its author Dave Goodsell. They talk about: How Australia’s rankings changed in this year’s index Why the biggest risk to a comfortable retirement is ourselves Why many Australians still don’t have enough money to retire, despite our world-class superannuation system Initiatives for improving retirement savings around the world

    17 min

  6. SEP 11

    How Aziz Hamzaogullari and his team generate long-term alpha

    Louise Watson talks to Aziz Hamzaogullari, Founder, Chief Investment Officer and Portfolio Manager of the Loomis Sayles Growth Equity Strategy Team, about his team’s private equity approach to investing and the investment philosophy they follow to generate long-term alpha. Louise and Aziz also discuss: The early days of Aziz’s investing career and why he decided to join Loomis Sayles The Team’s Alpha Thesis – the deeply held beliefs and disciplined process which guide what they do every day The Magnificent 7 and long-term prospects for AI The Team’s sell discipline and its approach to mistakes The importance of company management The potential implications of the US election

    32 min

  7. AUG 27

    3 small-mid caps with good earnings season results and 1 IML has been adding to on weakness

    In the second in a special series of reporting season podcasts, Simon Conn, IML Senior Portfolio Manager in the small-mid cap team chats to Jason Guthrie about his main takeaways from Reporting Season so far, including an update on the small-mid cap sector, as well as the results from four key stocks Amotiv (ASX:AOV), formerly GUD Ansell (ASX: ANN) Ampol (ASX: ALD) Hansen Technologies (ASX: HSN) Recorded on 21 August

    14 min

  8. AUG 25

    IML reporting season update: large caps

    In a special series of reporting season podcasts, IML’s portfolio managers give an update on the main themes they are seeing and performance of key stocks. In this podcast IML portfolio managers Hugh Giddy and Daniel Moore discuss: The health of the consumer The performance of banks and commodity prices Real Estate Investment Trusts (REITs) and the strength of office versus retail Key stocks including: Brambles Telstra The Lottery Corporation Aurizon Podcast was recorded on 21 August.

    17 min
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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.

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