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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.

 

Alicia Garcia Herrero
  • Alicia Garcia Herrero

China’s “Lianghui” points to leadership determination to rebuff Trump’...

China’s most important annual gathering, the so-called Lianghui(两会) will be ending on March 11 after over a week of meetings by the legislative body, the National People’s Congress (NPC), but also the most important consultative body, the Chinese People’s Political Consultative Conference (CPPCC). One of the key objectives of these “Two Sessions”, as they are generally referred to in English, is to offer the key economic targets for the year, as unveiled by the report of the Premier to the NPC. ...

Alicia Garcia Herrero
  • Alicia Garcia Herrero
Roméo YOMBO-NGUITONGO ... (+2)
  • Roméo YOMBO-NGUITONGO
  • Thierry CHEREL

French open-ended funds in 2025: Between renewal and heterogeneity

In 2024, the real estate investment sector in France is experiencing an encouraging rebound, particularly due to the resilience of SCPI, which are once again attracting investors. Despite recent challenges related to past crises, net fundraising for non-listed real estate investment vehicles shows signs of recovery, contrasting with the heterogeneous performances among management companies. The sector is regaining momentum, especially for SCPI, which offer an attractive distribution rate (averag...

Bastien AILLET ... (+4)
  • Bastien AILLET
  • Hadrien CAMATTE
  • Jesus Castillo
  • Nathalie Dezeure

Quelles sont les implications macroéconomiques du virage européen de l...

Le 4 mars 2025, la Commission européenne a lancé l'initiative " ReArm Europe" , un plan visant à mobiliser environ 800 Mds € pour bâtir une Europe plus sûre et résiliente. Le projet se décline en plusieurs volets, susceptibles de créer une marge de manœuvre budgétaire substantielle, estimée à 650 milliards d'euros sur quatre ans. Parallèlement, un nouvel instrument de prêts de 150 Mds € serait mis en place pour soutenir des investissements dans des domaines stratégiques tels que la défense aéri...

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 ...

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