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

IML Portfolio Manager Marc Whittaker talks to Jason Guthrie about another volatile reporting season in the small to mid-cap end of the ASX. As always there have been many winners and losers and Marc discusses the trends he is seeing including margin pressures and a reckoning for some of the best performing companies and sectors of recent months. Marc also outlines the performance of a some of IML’...

IML Portfolio Manager Michael O’Neill discusses how investors have been rotating away from away from momentum-driven stocks with high valuations towards more defensive stocks with strong fundamentals in this reporting season. He also shares his thoughts on the performance of the major banks and iron ore miners as well as some of the key stocks in IML’s portfolios including Brambles (BXB), Charter...

Integral Diagnostics (ASX:IDX) had a great year in 2024; its share price was up around 50% as its business recovered from the post-Covid doldrums. It has just completed a merger with Capitol Health to make it Australia’s second largest radiology provider and IML portfolio manager Marc Whittaker believes this has it well set up for its next phase of growth. In this podcast Marc discusses why Integr...

Nitin Gupta, Managing Partner and Co-CIO of Flexstone, believes that every investor in private assets should have an allocation to the lower middle market as it drives both portfolio diversification and alpha. He says that this lower middle-market focus, along with Flexstone’s relationships and access, due diligence and investment process and strategy all combine to give Flexstone its enviable tra...

2024 was another strong year for share markets and for IML’s small and mid cap funds. In this podcast Simon Conn, Senior Portfolio Manager, discusses how IML’s small and mid cap funds performed during the final quarter of 2024 including the performance of key stocks.

After a strong year for share markets in 2024 things ended with a whimper as the ASX 300 dropped during December. IML Senior Portfolio Manager and Head of Research Hugh Giddy discusses how IML’s funds performed during the final quarter of 2024 and looks ahead to what he thinks 2025 might bring.

China is Australia’s largest trading partner, so any significant changes in the Chinese economy can have big impacts on Australia’s economy, share markets and the wellbeing of everyday Australians. In this podcast Jason Guthrie chats to IML Portfolio Manager Daniel Moore after his return from a research trip to China. They discuss: How China’s economy is performing, including on-the-ground feedbac...

Brambles is an Australian global success story and a high-conviction holding in IML’s large-cap portfolios. It has had a very successful year and is up around 35% in 2024, but is it in now fully valued, or is there more to come? In this podcast, IML Equity Analyst Josh Freiman talks Jason Guthrie through his investment thesis for IML’s Stock of the Month, Brambles, and why he forecasts compound an...

Chris Wallis, Vaughan Nelson CEO and CIO thinks that AI is both ‘over-hyped and underappreciated’ and better investment opportunities could lie outside megacap tech, particularly in global small-mid caps. In this in-depth podcast Chris talks to Louise Watson, Head of Country for Natixis Investment Managers Australia about: Why he first started investing and why he loves it Where he is seeing the b...

In this podcast, IML large cap portfolio manager, Daniel Moore, chats to Carl McMinn about a very eventful September quarter. He outlines how the Big 4 Banks and large resources companies drove the ASX 300 over the quarter and affected IML’s large cap performance.

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 podca...

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 Why the biggest risk to a comfortable retirement is ourselves Why many Australians still don’t have enough money to retire, despite our world...

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 Al...

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) R...

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 inclu...

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 Performanc...

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 look...

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.

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 Fundam...

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 Lons...

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 S...

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 a...

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 a...