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.

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.

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

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

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

Recorded on 21 August

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

• Brambles

Podcast was recorded on 21 August.

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

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

Links for further information:

• Natixis Investment Managers Generation X Report

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.

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.