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

Reality bites the sandwich generation

Two Gen Xers, Louise Watson from Natixis Investment Managers and Jacqui Fernley from Mason Stevens discuss Natixis IM’s Generation X report and the financial worries of this generation. Also known as the ‘sandwich generation’, Gen Xers are stuck between two more populous and influential generations and many of them are struggling with the twin problems of caring for ageing parents while still looking after, and financially supporting, their children.
Louise and Jacqui discuss:
How the financial advisory and investment landscape has changed over the past 20 years
Investment strategies for people at all stages of their journey to financial freedom
How Gen Xers may be able to overcome their worries about financing their retirement
How higher inflation is affecting retirees’ plans
Their careers and the under-representation of senior women in financial services
Links for further information:
Natixis Investment Managers Generation X Report
Mason Stevens Investment Regimes – the investing ‘quadrant’ graph Jacqui refers to in the podcast
Mason Stevens white paper on investment outsourcing trends among Australian financial advisers
 

IML large cap update - FY 2024

Senior Portfolio Manager Hugh Giddy discusses the performance of IML’s large cap funds for financial year 2024, as well as key stocks and market movements.

IML small cap update - FY 2024

Senior Portfolio Manager Simon Conn discusses the performance of IML’s small and mid cap funds for financial year 2024, as well as key stocks and market movements.

Why bonds are back and bond basics

Kevin Creeden, CFA from Loomis, Sayles & Company talks to Louise Watson about why bonds are in high demand while also explaining some fundamentals of fixed income investing.
In the podcast they cover:
Why 2022 was such a terrible year for bonds and why there is such strong appetite for bonds right now
Why Loomis Sayles is opening up its Global Bond Fund to Australian wholesale investors
Fundamentals of bond investing including:
How they are traded
The global aggregate benchmark
Fixed vs floating rate bonds
Benefits of hedging
Duration 
How active bond managers seek to beat the index
Read more on the Loomis Sayles Global Bond Fund https://www.im.natixis.com/en-au/funds/loomis-sayles-global-bond-fund
 

Is this small cap in the fast lane to the ASX 300?

Generation Development Group (ASX:GDG) is a company you may not be familiar with: it's only just in the ASX Top 500 and often flies under the radar of the mainstream financial press.
However, you have probably heard of its main brand GenLife, would definitely know GenLife's CEO Grant Hackett and may have seen it in the media lately as it pursues the final piece of ratings and investment house Lonsec. 
In our latest podcast Lucas Goode, IML Portfolio Manager and Equities Analyst, highlights why GDG is IML's stock of the month, shedding light on: 
GDG’s unique and differentiated product offerings
The potential Lonsec acquisition
Recent share price appreciation and future growth potential

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 generations
The changing face of retirement
The impact it will have on the housing market
The 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?

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

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

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

IML large cap update - March quarter 2024

IML's Daniel Moore discusses key stock movements and the future outlook of the large cap fund.