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

Natixis Investment Managers Australia
  • 0,0 (0)
  • INVESTIMENTOS
  • DUAS VEZES/MÊS

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. This content is only available to Australian audiences. Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289, AFS Licensee (AFSL) no. 246830, is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.

  1. HÁ 16 H

    Small caps big bounces: reporting season update

    IML portfolio manager Lucas Goode talks to Jason Guthrie about the excellent reporting season for many small cap companies. The small cap index was up around 8% at the time of recording, despite extreme volatility.

    12min

  2. HÁ 4 DIAS

    Reporting season: extreme reactions abound

    IML portfolio managers Hugh Giddy and Daniel Moore talk to Gavin Butt about how extreme reactions to relatively run-of-the-mill results have turned this into a very volatile reporting season. In the full podcast they discuss: The main takeaways from reporting season The key results they think investors should pay attention to How IML’s holdings have performed And how their future outlook has changed with what they’ve learned in the past month

    9min

  3. 11 DE JUL.

    IML small-mid cap funds – end of financial year 2025 update

    Portfolio manager Marc Whittaker talks to Jason Guthrie about how IML's small-mid cap funds performed over the quarter and financial year. He also discusses performance of key stocks and a new position for the funds.

    15min

  4. 11 DE JUL.

    IML large cap funds – end of financial year 2025 update

    Portfolio managers Hugh Giddy and Daniel Moore discuss what happened in markets in the June quarter as well as the performance of IML's large cap funds and key stocks over financial year 2025.

    12min

  5. 11 DE JUN.

    Is there still room to play offence with defence stocks?

    With the ongoing war in Ukraine, continuing conflict in the Middle East, and a reshaping of the global framework underway since Donald Trump came to office, defence stocks have been hot property in the world of investing. While Australian investors don’t have that many options when investing locally, an exception is ship builder Austal (ASX:ASB).  Austal has been a long-term holding for IML’s small and mid cap funds, which have seen its share price triple since the start of 2024. However IML portfolio manager Lucas Goode thinks there could still be plenty of upside for Austal in years to come.

    11min

  6. 9 DE JUN.

    It’s more uncertain today than at any time in my entire career

    That is the perspective of David Rolley, Co-Head of the Global Fixed Income Team at Loomis Sayles who has worked in markets for more than 40 years. David thinks that the current White House: “isn't convinced that the global foreign policy, trade, defence, and financial architecture that we've had for the last 80 years serves their purpose.” This is causing considerable change to the global economy and financial markets while making bond, credit, currency and equity markets riskier places to invest.   Listen to the full podcast where David talks to Louise Watson about: How he believes investors should be approaching this great time of uncertainty Why the structural changes happening to the global economy are the most important in 80 years Why he thinks the US is a riskier place to invest and whether this is accurately priced in Whether he believes fixed income will be an effective hedge for equity markets in future How he is positioning fixed income portfolios in these times and The lessons he has learned over 40 years in markets

    19min

  7. 28 DE MAI.

    A contrarian manager sees potential upside in downside volatility

    Hollie Briggs and the Loomis Sayles Growth Equity Strategies Team are not overly concerned by the current market volatility. In fact, they see it as potentially an exciting opportunity to buy high-quality companies at discounted prices, which are then less risky than they were previously. The Team has been working together since 2006, successfully navigating the Global Financial Crisis and Covid pandemic, which both turned up many more buying opportunities than normal. In this podcast interview Hollie talks to Louise Watson about: How the Team views this period of volatility compared to times past Why investors need to ‘look through’ the current volatility and focus on fundamentals to benefit from it How some measures of diversification can give investors false comfort and the measure which Hollie prefers Why they continue to back their portfolio holdings, including 6 of the Magnificent 7 Why they first bought Amazon in 2006 and continue to hold it today

    25min

  8. 12 DE MAI.

    Medibank is up 25% this year, is there more in the tank?

    Medibank is a long-term holding for IML. While it has performed well over the years, its share price has hit new heights this year as investors turned to defensive, domestically focused stocks amid the uncertainty and macro-economic volatility.

    13min
Ver tudo (39)

Sobre

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. This content is only available to Australian audiences. Natixis Investment Managers Australia Pty Limited ABN 60 088 786 289, AFS Licensee (AFSL) no. 246830, is authorised to provide financial services to “wholesale clients” and to provide general financial product advice to retail clients only.

Informações

Você também pode gostar de