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. 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.
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Episodes
Tuesday Apr 30, 2024
Tuesday Apr 30, 2024
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.
Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
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 sectors
Predicted skills shortage and demographic imbalances
Global comparison of superannuation and pension systems
Transition to sustainable economy and the impact on mining
Predicted shifts in economic policies and wealth taxation
Thursday Apr 11, 2024
Thursday Apr 11, 2024
IML's Daniel Moore discusses key stock movements and the future outlook of the large cap fund.
Thursday Apr 11, 2024
Thursday Apr 11, 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.
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
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 doubling
Centralised growth trends
Social pressures on infrastructure
AI & automation fears
The Baby Boomer cohort