Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
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Alicia Garcia Herrero ... (+3)
- Alicia Garcia Herrero
- Gary NG
- Haoxin MU
Sector winners and losers in China’s new economic reality: Consumer an...
Unlike the rapid-growth era of the past, China’s growth story has become far more complex. Shifts in government policy priorities, persistent pressures from involution, and escalating geopolitical tensions are driving deeper divergences across sectors, meaning investors need to be more selective.In the third note of our flagship Natixis China Corporate Monitor Series 2025, we analyze the performance of sectors in China and benchmark them with global peers. Beyond providing the usual sector ranki...
Eric BENOIST ... (+2)
- Eric BENOIST
- Micaella Feldstein
Tech Markets Quarterly September 2025: One Big Beautiful Bubble ?
Taking a look at Nasdaq volatility, you’d be forgiven for thinking that nothing major has happened in US technology circles since Donald Trump triggered a tariff-induced mini panic at the beginning of April. Fear is gone. The same familiar AI-driven narrative continues to funnel investment into the largest technology champions and equity valuations are now close to all-time highs again. Yet any keen observer will note that doubts about the progress of generative AI have never been expressed so...
Eric BENOIST
- Eric BENOIST
Blackouts and Silver Linings: Balancing electrical networks in the age...
April 28th, 2025: a widespread blackout leaves 60 million people in Spain, Portugal and parts of France without power for more than 10 hours .After several weeks of finger pointing among experts, the government finally declares that photovoltaic production is not to blame. In fact, multiple power plants, including thermal and nuclear generators, have failed to provide adequate voltage control and dynamic reactive power support despite being physically capable and financially incentivised to do s...
ECB: Time-varying sensitivity to Euro appreciation
The euro has appreciated against the US dollar (and in effective terms) since the ECB began its easing cycle in June 2024. To date, the ECB has reduced its monetary policy rates by 200 basis points, while the euro has gained approximately 9% against the US dollar (and over 12% since January 2025). At the same time, growth and interest rate prospects in the US appear more favourable than those in the euro area . This configuration certainly explains that several members of the ECB Governing Coun...
Jennifer Levy
- Jennifer Levy
Comparative overview of covered bond programmes
This report provides an overview of covered bond programmes set in the following jurisdictions:- Australia - Austria - Belgium- Canada- Czech Republic- Denmark- Estonia- Finland- France- Hungary- Germany- Iceland- Italy- Japan- Luxembourg- Netherlands- New Zealand- Norway- Portugal- Singapore- Slovakia - South Korea- Spain- Sweden- Switzerland
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-on mood of the investors due to more positive political news flow (respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did no...
Inna Mufteeva ... (+2)
- Inna Mufteeva
- Thibaut Cuilliere
Lipper-FMI fund flow data - Week ended August 29
Fund flows showed a more risk-o n mood of the investors due to more positive political news flow ( respite in trade war tensions, new coalition government in Italy) . Indeed, US IG and US HY enjoyed +3.5bn and +$0.69bn inflows respectively while EM debt funds got +$0.2bn. Yet, investors remained vary of equities with the $7.3bn of outflows for US-based equity funds . M oney market funds saw significant outflows at $16.2bn after solid inflows a week before -$16.2bn while l everage loan funds did ...