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

• How they are traded

Read more on the Loomis Sayles Global Bond Fund https://www.im.natixis.com/en-au/funds/loomis-sayles-global-bond-fund

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

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.

• How and when wealth will transfer from baby boomers to future generations

*Australian Government Productivity Commission 2021 report "Wealth transfers and their economic effects"

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?

In our latest podcast, IML’s Senior Equity Analyst Bruce Du, gives his perspective.

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.

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

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

Find out how the small-mid cap funds performed during the March quarter and why Simon Conn believes many small caps are still undervalued.

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