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

Natixis Investment Managers Australia

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. read less
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How will Australia's $3.5 trillion wealth transfer reshape society?
May 21 2024
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 generationsThe changing face of retirementThe impact it will have on the housing marketThe social and ethical considerations of “the bank of mum and dad" *Australian Government Productivity Commission 2021 report "Wealth transfers and their economic effects"

Episodes

How will Australia's $3.5 trillion wealth transfer reshape society?
May 21 2024
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 generationsThe changing face of retirementThe impact it will have on the housing marketThe social and ethical considerations of “the bank of mum and dad" *Australian Government Productivity Commission 2021 report "Wealth transfers and their economic effects"
Why has ResMed rocketed up and is the ride over?
May 13 2024
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.
Look beyond market darlings for AI winners
Apr 30 2024
Look beyond market darlings for AI winners
AI has easily been the hottest topic in investing this year. While IML Portfolio Manager Daniel Moore is excited about AI’s potential, he sounds a reminder that investing in popular themes is “fraught with danger”. Instead of buying AI-themed market darlings which are now trading at heady valuations, he suggests long-term investors should consider companies which are investing heavily in AI, and are likely to be beneficiaries of it, but haven’t yet seen their share prices appreciate significantly.
Australia’s economic future: insights from demographer Simon Kuestenmacher
Apr 24 2024
Australia’s economic future: insights from demographer Simon Kuestenmacher
What are the future economic implications of Australia’s heavy reliance on mining, agriculture, tourism and international education? In this episode of Navigating the Noise, join Louise Watson, Head of Natixis Investment Managers Australia & New Zealand, for part two of her conversation with demographer Simon Kuestenmacher, this time to discuss Australia’s business model, now and in the future. Simon and Louise explore: Future implications of Australia’s reliance on key sectorsPredicted skills shortage and demographic imbalancesGlobal comparison of superannuation and pension systemsTransition to sustainable economy and the impact on miningPredicted shifts in economic policies and wealth taxation
IML large cap update - March quarter 2024
Apr 10 2024
IML large cap update - March quarter 2024
IML's Daniel Moore discusses key stock movements and the future outlook of the large cap fund.
IML small cap update - March quarter 2024
Apr 10 2024
IML small cap update - March quarter 2024
Find out how the small-mid cap funds performed during the March quarter and why Simon Conn believes many small caps are still undervalued.
Double trouble: the path to 52 million Australians
Apr 2 2024
Double trouble: the path to 52 million Australians
In the inaugural episode of Navigating the Noise, Louise Watson, Head of Natixis Investment Managers Australia & New Zealand, joins demographer Simon Kuestenmacher to explore Australia’s burgeoning population and the potential ramifications this will have for our society, economy and investment decisions. Simon unpacks key data on: Population doublingCentralised growth trendsSocial pressures on infrastructureAI & automation fearsThe Baby Boomer cohort