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Strategy
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The Natixis Asset Management teams have pinpointed three main themes in order to seize the market oportunities, including selectivity in the bond markets.
The natural risks in Japan and geopolitical risk in the Middle Eastern countries seem to counterbalance the expectations of an increase in policy rates from the ECB. The bond outlook for 2011 thus remains unchanged at this stage. Risky assets effectively remain underpinned by
The gradual increase in interest rates and inflation driven by commodities offers an favorable environment for seeking returns in the different segment of the international bond markets:
To increase return while limiting exposure to Euro-denominated sovereign risk, Natixis Asset Management prioritizes a pro-active management approach within the following diversification segments
High Yield
Thanks to the continued expansion of its primary market (record level of issuance last year), High Yield should continue to offer numerous investment opportunities given the financing needs of issuers seeking an alternative to bank debt and the current level of spreads
Emerging Debt
Concerning emerging bonds in currencies with returns that remain attractive, the Natixis Global Asset Management multi-boutique model offers exclusive access to two additional sources of expertise: that of Natixis Asset Management in Europe and that of Loomis Sayle & Co, L.P. in the United States
Inflation-linked
For investors not able to benefit from the rise in commodity prices via other asset classes (in particular equities), international inflation-linked bonds present a promising alternative for the next few months
Next Finance , April 2011
The recently theorised phenomenon of "disruption" is defined as a process whereby a product, a service or a solution disrupts the rules on an already established market. Technological progress, along with the globalisation of trade and demographic changes are now helping to (...)
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