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As investors increasingly turn to alternative investments, understanding the intricacies of private markets—such as private equity, real estate, infrastructure, and venture capital—becomes essential. Natixis IM and its affiliates has selected below insights that highlight the characteristics and dynamics of private assets for today’s investment portfolios. Each article covers different aspects, including the evolution of investor […]

By: Gary Adams,  Senior Investment Content Specialist | 14 Feb 2025 Quality and timely perspectives from global institutions We present some of the highest quality insight collected from top asset managers and institutions that you might have missed this week. Cautious but Bold: Bank of Japan’s Historic Rate Hike (PGIM Fixed Income) Katharine Neiss, PhD,

By: Gary Adams,  Senior Investment Content Specialist | 12 Feb 2025 The 2025 edition of PGIM’s Annual Best Ideas is a collection of opportunities based on our breadth of experience and deep expertise across public and private asset classes. The ideas featured in this report represent strategies that can be attractive for investors seeking to

Green capital: Can it still deliver good returns for investors? The new U.S. administration is not exactly friendly toward the themes that ESG allocators find appealing, as already demonstrated through several policy decisions. Can ESG investing still delver on its expected returns? Is America’s Energy Transition Safe in Trump’s Hands? (Nuveen) The new U.S. administration

Does 2025 mark the beginning of a new era for markets? This collection of outlook pieces for 2025 presents investors with outstanding research papers that touch a wide range of markets and asset classes, from equities to private credit. 2025 Global Investment Outlook (Northern Trust Asset Management) Changes in government policies, the path of the

By: Gary Adams,  Senior Investment Content Specialist | 07 Feb 2025 Explore quality and timely perspectives from global institutions Below, you’ll find a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week. Alternatives 2025 Outlook (JP Morgan AM) This year’s Alternatives

2025 Outlook Big market moves are often driven by surprises. So what lies ahead for 2025? This report examines five potential surprises for the economy and markets–inflation, US fiscal policy, long-term interest rates, emerging market equities, and asset returns. Read now Navigating the Uncertainties of Modern Retirement Patterns People are retiring later, but they’re also

Looking back at a quarter of a century of events that shaped equities This year marks a quarter of a century of events that changed financial markets forever. Throughout the year, we will bring some of these episodes to life via our monthly chart collections. To start this series, we invite you to explore January’s

Explore the key macro dynamics unfolding in 2025 In just over two weeks of serving his second term, President Trump has created dramatic and potentially lasting impacts on markets and economies across the world. But U.S. politics isn’t the only theme that demands investor attention, as the collection of insight below shows. For CIOs Building

By: Gary Adams,  Senior Investment Content Specialist | 31 Jan 2025 Explore quality and timely perspectives from global institutions Below, you’ll find a selection of the highest quality insight from top asset managers and institutions from around the world that you might have missed this week. Investing in a Power-Hungry U.S. Economy (Nuveen) Investing in