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

This ASX 20 stock is up c. 35% in 2024, is there more to come?

Brambles is an Australian global success story and a high-conviction holding in IML’s large-cap portfolios. It has had a very successful year and is up around 35% in 2024, but is it in now fully valued, or is there more to come?
In this podcast, IML Equity Analyst Josh Freiman talks Jason Guthrie through his investment thesis for IML’s Stock of the Month, Brambles, and why he forecasts compound annual earnings per share (EPS) growth of more than 10% for the next three years.

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

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.

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.

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.
 

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

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

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

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.

The big themes driving global equity returns

In the lead-up to his trip to Australia, Jens Peers, CIO of Mirova US, caught up with Louise Watson to discuss the big themes currently driving returns for Mirova’s global sustainable equity strategy including AI, obesity, renewable energy and global supply chains. In a wide-ranging conversation they also discussed:
Current market volatility
AI’s short and long-term investment potential
Performance of sustainable funds
Global ESG regulation - which regions are doing it best
Nuclear energy’s future as a part of Australian and global energy mix
The ramifications of a 2nd Trump Presidency for sustainable funds