Latest news with #NatixisInvestmentManagers
Yahoo
09-07-2025
- Business
- Yahoo
Tariff volatility drives investors to actively managed funds
By Patturaja Murugaboopathy (Reuters) -Global investors are pivoting towards actively managed equity funds this year as market volatility rises on worries over U.S. tariffs and the stock market rally broadens beyond a few mega-cap tech stocks. According to LSEG Lipper data, active equity funds secured a record inflow of $127 billion in the first half of 2025, up 57% over last year, while passively managed equity funds saw a decline of 8%. Passive strategies have dominated in recent years due to their lower fees and consistent outperformance over active peers. But this year, U.S. President Donald Trump's tariff actions and rising geopolitical tensions have jolted markets, driving greater price dispersion across sectors and individual stocks. Analysts say the shifting backdrop is creating opportunities for active managers - particularly those focused on companies with strong pricing power, diversified revenues, and resilient supply chains - to outperform. A recent survey by Natixis Investment Managers found that 71% of strategists expect continued volatility in equity markets, and 68% anticipate similar turbulence in bonds. Yet, a majority are looking to capitalize on that volatility, with 71% targeting opportunities in equities and 74% in fixed income. "Simply owning the index may not provide the diversification or downside protection investors expect," said Joseph Shaposhnik, portfolio manager at Rainwater Equity. "Active managers with discipline around valuation and capital allocation have been able to avoid crowded or overvalued parts of the market, which has helped drive outperformance on a net basis this year." According to LSEG data, financials, telecom, and mining sectors have led global equity performance this year with gains of 10% or more, while the previously dominant tech sector has lagged, returning just 8.6%. Chad Harmer, chief investment officer at Harmer Wealth Management, said that the S&P 500's top 10 names now account for nearly 35% of the index's market capitalization, levels that historically precede periods of underperformance. "When leadership narrows, index investors shoulder more single‑stock risk than they bargained for. Active managers can sidestep that concentration or lean into overlooked areas," he said. (Reporting By Patturaja MurugaboopathyEditing by Vidya Ranganathan and Joe Bavier) Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNA
30-06-2025
- General
- CNA
Commentary: Some call us the loser generation, but we've survived just fine
SINGAPORE: Lately, it feels like my generation – Gen X – is utterly doomed. If you believe the headlines, our careers and finances are tanking; we are overlooked, overburdened, forgotten. 'The Gen X Career Meltdown', says The New York Times. 'The Real Loser Generation,' says The Economist. There's data too to map out the middle-aged misery of those born between 1965 and 1980. According to a 30-country poll by Ipsos, 31 per cent of Gen Xers say they are either 'not very happy' or 'not happy at all', the most of any generation. And on top of that, nearly half of Gen Xers surveyed by Natixis Investment Managers feel it's going to take a miracle to retire securely, with the average Gen X household having squirrelled away only about US$150,000 for retirement - far less than the US$1 million figure commonly bandied about. And yet, you don't hear much complaining from Gen X about being downtrodden or even deleted. Maybe because most of us have already gotten bored with posting on social media. But the bigger reason could be that we have never stopped dealing with relentless change and disruption. CENTREPOINT KIDS AND THE SLACKER GENERATION The 45 to 60 age group is a relatively small cohort in Singapore; there are roughly 900,000 of us residents. Gen X is just one of our many labels. In the 1980s, young people who hung around Orchard Road were called 'The Centrepoint Kids'. Globally, we were also known as 'The MTV Generation' - the analog pre-cursor of TikTok - which broadcast non-stop music videos during its heyday. In the 1990s, people started calling us 'The Slacker Generation' that was said to be cynical, apolitical and just fond of doing nothing. Our best-known label came from the 1991 novel Generation X: Tales For An Accelerated Culture by Douglas Coupland, and 'X' referred to a desire not to be defined. But why this desire? Was it our natural reaction to growing up in an environment of increasingly rapid change? The outdoor seating area at McDonald's Centrepoint — remember that? (NAS Photo) Posted by The Long and Winding Road on Thursday, September 16, 2021 MULTIPLE LEARNING CURVES First, we have gone through many market upheavals. Many 1965-ers entered the workforce around the 1987 Black Friday stock market crash. Younger Gen X members then encountered the 1997 Asian financial crisis, the 2000 burst of the dot-com bubble, the 2008 global financial crisis, and the pandemic-induced stock market crash of 2020. The April 2025 market plunge (due to Trump tariffs) seemed to arrive on schedule. Second, our world view was forced to expand when war and conflict invaded our consciousness. The 1991 Gulf War was the first heavily televised and live-broadcast war. Then, I remember sitting in a public bus watching the two World Trade Center towers in New York collapse on 9/11. In recent days, we have seen footage of Israeli strikes on Iran, Iranian strikes on Israel and US strikes on Iranian nuclear facilities. Third, and perhaps the most disruptive of all, is how quickly technology has advanced in our lifetimes. We grew up with primitive typewriters and cassette tapes, and it has been a dizzying journey of adapting to personal computers, smartphones and then, the Internet (hands up if you remember the excruciatingly slow dial-up modem in the early years). Now, we happily embrace Generative AI apps which leapt straight out of our childhood science fiction movies. CONSTANTLY FIGURING IT OUT To cope with the constant upheavals, Gen X is often locked in a 'let's figure this out' mode – quickly discarding the past to adapt to the uncertain future. Some say this is also the trait of many Gen Xers who grew up as 'latchkey kids', being left to fend for ourselves by our busy parents. For example, if the cassette tape stopped playing in our Walkman, we had to find a pencil to untangle the noodle-y audio tape. When we started using computers, we had to figure out how to type cryptic text commands such as 'C:\LOTUS' and 'CHKDSK' to get software to work. As we grew up, we learnt how to thumb-type on phones and replaced our scratched Compact Discs with Spotify playlists. We embraced Facebook in the late 2000s, but now, we have mostly migrated to Instagram to feel less obsolete. We are also always learning new vocabulary. In the old days, we did not use today's lexicon like 'toxic' or 'mental health wellness', but that did not mean we did not fight against bad bosses and stifling office culture. We began pushing for work-from-home policies and work-life balance. Now, as people live longer and AI reshapes the workforce, we must figure out the current phase of being the 'sandwich generation' (yet another label!) where we provide for both aging parents and growing children. But guess what, we will simply deal with this problem, just like the ones that came before. Gen Xers' economic troubles are nothing to sniff at – I have over a dozen friends who have been laid off in the past few years. Yet, I have observed how these friends have gotten up and reinvented themselves. And from our vantage point, we can see that every generation before and after us has their own unique set of challenges. The Boomers risk getting left behind by technological shifts. Gen Z is entering the workforce as the global order is shifting and climate change is getting worse. With one foot in the past and another in the future, many Gen Xers who are now in leadership, coaching and parenting roles can show others how to 'keep calm and carry on'. Even if we are forgotten, know that we are not finished.
Mint
13-06-2025
- Business
- Mint
US dollar advances against major currencies amid Middle East conflict, all you need to know
The US dollar has shown trends of steady increase against major currencies like the Euro and Yen, at a time when the conflict in the Middle East is rising. As Israel launched an attack against Iran, with a retaliatory attack expected, the US dollar stayed strong, gaining 0.3% to 143.88 against the Japanese yen and 0.1% to 0.8110 franc against the Swiss currency, according to a Reuters report. Israel and Iran are currently stuck in a major geopolitical conflict, with the United States already starting to move its military resources towards the Middle East. Israel launched a barrage of strikes across Iran on Friday, attacking nuclear facilities and missile factories, which made things even worse between the countries. A retaliatory attack is expected from Iran, as per reports. "Historically speaking, with these kinds of geopolitical events, you get the knee-jerk reaction from the market ... History tells us to kind of look past a lot of this stuff," Jack Janasiewicz, portfolio manager, at Natixis Investment Managers was quoted as telling Reuters. 'There are a couple of things worth highlighting. How long does this operation go for? The longer this goes, obviously the worse it gets for confidence, and that eventually will start to weigh on the market,' Jack continued. "This (Israel-Iran conflict) just landed on us, but the main concern remains tariffs and obstacles to global trade," Juan Perez, director of trading at Monex USA told. 'When you actually have a physical situation and potential for armed conflict to be prolonged and to escalate, the U.S. dollar and gold jump into safe-haven assets. It's a bit of a psychological reaction,' Perez continued, according to Reuters. Perez also said that it is difficult to fix every single item that is being faced this year, crushing the US market's ability to believe in the US dollar.
Time of India
21-05-2025
- Business
- Time of India
Wall Street stocks slip, rising US Treasury yields in focus
U.S. stocks experienced a downturn on Tuesday, halting the S&P 500's six-day winning streak due to rising Treasury yields and concerns over U.S. sovereign debt. US stocks declined on Tuesday, ending a six-day winning streak. Rising Treasury yields and concerns about US debt impacted the market. Donald Trump's tax-cut plan added to debt worries. The Dow, S&P 500, and Nasdaq all experienced losses. Energy, communication services, and consumer discretionary sectors led the decline. Investors are also watching Federal Reserve officials' comments on monetary policy. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads U.S. stocks fell on Tuesday, with the benchmark S&P 500 ending six straight sessions of gains, under pressure from rising Treasury yields, with the U.S. sovereign debt profile in Donald Trump traveled to Capitol Hill, seeking to persuade Republican lawmakers to pass a sweeping tax-cut bill, which analysts estimate will possibly add $3 trillion-$5 trillion to the federal government's $36.2 trillion in Dow snapped three consecutive sessions of gains and the Nasdaq fell after a two-session winning out of 11 of the S&P 500's sectors fell, led by losses in energy, communication services, consumer discretionary stocks. Utilities, healthcare and consumer staples equities made gains."It's a little bit of an excuse just after the run that we've had to hit the pause button and see markets consolidate a little bit and a little bit of churn under the surface ... that's what we're seeing right now," said Garrett Melson, portfolio strategist at Natixis Investment Managers in Boston."But obviously when you look across to the fixed-income world, you're seeing a huge bid that came back into the market yesterday. ... now we're back to the races with yields pushing higher."The Dow Jones Industrial Average fell 114.83 points, or 0.27%, to 42,677.24, the S&P 500 lost 23.14 points, or 0.39%, to 5,940.46 and the Nasdaq Composite lost 72.75 points, or 0.38%, to 19, were also eyeing commentary on the monetary policy outlook from several Federal Reserve officials, including St. Louis Fed President Alberto and the other big ratings agencies Fitch and S&P Global Ratings have downgraded the U.S. sovereign credit, citing the government's debt currently expect at least two 25-basis-point Fed rate cuts by the end of 2025, with the first expected in September, according to data compiled by LSEG. The yield on benchmark U.S. 10-year notes rose 0.4 basis points to 4.481%.Home Depot fell 0.6%, reversing early gains, after the home improvement retailer reported first-quarter sales that beat Wall Street rose 0.5% after Chief Executive Elon Musk said at an economic forum in Qatar that he was still committed to being CEO in five technology heavyweight stocks fell, including Nvidia . The chipmaker is scheduled to report quarterly earnings on May issues outnumbered advancers by a 1.37-to-1 ratio on the NYSE. There were 219 new highs and 33 new lows on the S&P 500 posted 19 new 52-week highs and no new lows while the Nasdaq Composite recorded 59 new highs and 46 new on U.S. exchanges was 16.14 billion shares, compared with the 17.38 billion average for the full session over the last 20 trading days.
Associated Press
14-03-2025
- Business
- Associated Press
Natixis Investment Managers Funds Earn 2025 US LSEG Lipper Fund Awards
Natixis Investment Managers today announced that funds managed by several of its affiliate investment management firms – Loomis, Sayles & Company; Harris | Oakmark; and Natixis Advisors – earned 2025 LSEG Lipper Fund Awards for the US. The funds were recognized for achieving consistently strong risk-adjusted performance relative to their peers for the period ending November 30, 2024. LSEG announced award and certificate recipients on March 13, 2025, which included the following from the Natixis Investment Managers mutual fund family: Loomis Sayles Growth, N Class [ LGRNX ] – Ranked best Large-Cap Growth Fund for the three-year period (166 eligible US funds, 587 share classes). Loomis Sayles Limited Term Government and Agency Fund, Y Class [ NELYX ] – Ranked best Short-Intermediate U.S. Government Fund for the five-year period (10 eligible US funds, 23 share classes) and the 10-year period (10 eligible US funds, 22 share classes). Oakmark International Small Cap, Institutional Class [ OANEX ] – Ranked best International Small/Mid-Cap Core Fund for the five-year period (13 eligible US funds, 39 share classes). Natixis U.S. Equity Opportunities Fund, Y Class [ NESYX ] – Ranked best Multi-Cap Core Fund for the 10-year period (146 eligible US funds, 356 share classes). 'Congratulations to the portfolio management teams at Loomis Sayles and Harris | Oakmark for earning LSEG Lipper Fund Awards,' said David Giunta, CEO of Natixis Investment Managers in the US. 'This recognition is a testament to the acumen of our portfolio management teams and reflects our commitment to offering diverse, high-quality investment strategies that meet our clients' evolving needs.' About LSEG Lipper Fund Awards The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, their accuracy is not guaranteed by LSEG Lipper. From LSEG Lipper Fund Awards © 2025 LSEG. All rights reserved. Used under license. The Lipper Fund Awards Methodology The merit of the winners is based on objective, quantitative criteria. The influential and prestigious LSEG Lipper Fund Awards are based on our Lipper Leaders Rating for Consistent Return. Individual classifications of three, five, and 10-year periods, as well as fund families with high average scores for the three-year period, are also recognized. The awards are based on LSEG Lipper's proven proprietary methodology, which can be viewed here. About Natixis Investment Managers Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers 1 with more than $1.3 trillion assets under management 2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Natixis Investment Managers' multi-affiliate approach connects clients to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world's largest asset managers 1 with more than $1.3 trillion assets under management 2 (€1.3 trillion), Natixis Investment Managers delivers a diverse range of solutions across asset classes, styles, and vehicles, including innovative environmental, social, and governance (ESG) strategies and products dedicated to advancing sustainable finance. The firm partners with clients in order to understand their unique needs and provide insights and investment solutions tailored to their long-term goals. Headquartered in Paris and Boston, Natixis Investment Managers is part of Groupe BPCE, the second-largest banking group in France through the Banque Populaire and Caisse d'Epargne retail networks. Natixis Investment Managers' affiliated investment management firms include AEW; DNCA Investments; 3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; Harris | Oakmark; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; Naxicap Partners; Ossiam; Ostrum Asset Management; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Solutions and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions and Natixis Advisors, LLC. Not all offerings are available in all jurisdictions. For additional information, please visit Natixis Investment Managers' website at | LinkedIn: Natixis Investment Managers' distribution and service groups include Natixis Distribution, LLC, a limited purpose broker-dealer and the distributor of various US registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia. Before investing, consider the fund's investment objectives, risks, charges, and expenses. Visit or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully. All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Natixis Distribution, LLC is a marketing agent for the Oakmark Funds, a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers. Member FINRA l SIPC 1 Survey respondents ranked by Investment & Pensions Europe/Top 500 Asset Managers 2024 ranked Natixis Investment Managers as the 19th largest asset manager in the world based on assets under management as of December 31, 2023. 2 Assets under management (AUM) of affiliated entities measured as of December 31, 2024, are $1,363.7 billion (€1,316.9 billion). AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of nonregulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers. 3 A brand of DNCA Finance. NIM-03052025-3ojijrfb CONTACT: Press Contact: Natixis Investment Managers Crystal Sullivan SOURCE: Natixis Investment Managers Copyright Business Wire 2025. PUB: 03/14/2025 09:30 AM/DISC: 03/14/2025 09:31 AM
