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

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

By Natixis Investment Managers AustraliaBusinessInvesting
Download on the App Store

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

  • How Aziz Hamzaogullari and his team generate long-term alpha

    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
  • The Team’s Alpha Thesis – the deeply held beliefs and disciplined process which guide what they do every day
  • The Magnificent 7 and long-term prospects for AI
  • The Team’s sell discipline and its approach to mistakes
  • The importance of company management
  • The potential implications of the US election
    • 33 min
  • 3 small-mid caps with good earnings season results and 1 IML has been adding to on weakness

    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
  • Ansell (ASX: ANN)
  • Ampol (ASX: ALD)
  • Hansen Technologies (ASX: HSN)

    • Recorded on 21 August

    15 min
  • IML reporting season update: large caps

    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
  • The performance of banks and commodity prices
  • Real Estate Investment Trusts (REITs) and the strength of office versus retail
  • Key stocks including:
    • Brambles
  • Telstra
  • The Lottery Corporation
  • Aurizon

    • Podcast was recorded on 21 August.

    17 min
  • The big themes driving global equity returns

    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
  • AI’s short and long-term investment potential
  • Performance of sustainable funds
  • Global ESG regulation - which regions are doing it best
  • Nuclear energy’s future as a part of Australian and global energy mix
  • The ramifications of a 2nd Trump Presidency for sustainable funds
    • 23 min
  • 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

    •  

    20 min
  • 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.

    12 min
  • 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

     

    18 min
  • 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
    • 11 min
  • 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"

    20 min

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

From the publisher's feed

We aim to help you make better investment decisions by bringing you insights from Natixis Investment Managers’ global expert collective including IML, Loomis Sayles, Mirova, Vaughan Nelson, Flexstone, AEW and others.