Episode Synopsis "Five Institutional Investment Trends – Midyear 2023"

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

Listen "Five Institutional Investment Trends – Midyear 2023"

More episodes of the podcast Natixis Insights

• AIs, market highs, yields rise
• Q1 2024 Update: Gateway Funds
• Q1 2024 Update: Loomis Sayles Global Allocation Fund
• Q1 2024 Update: Loomis Sayles Core Plus Bond Fund
• Top 10 Reasons to Extend Duration Now
• Hawks, Hikes and High Bars
• Q1 2024 Update: Vaughan Nelson Small Cap Value Fund
• Q1 2024 Update: Vaughan Nelson Mid Cap Fund
• Q1 2024 Update: Mirova Global Equity Funds
• Q1 2024 Update: Vaughan Nelson Select Fund
• Q1 2024 Update: Loomis Sayles Full Discretion Funds
• Q1 2024 Update: Loomis Sayles Strategic Alpha Fund
• No Cuts? No Problem.
• Investment Portfolio Trends 2023: Looking in the Mirror
• Election 2024: Candidates, Congress, and Weary Constituents
• Bubble Trouble?
• Herding Hawks at the Fed
• Five Institutional Trends Dominated in 2H 2023
• What Really Matters in 2024
• 2024 Investment Idea: Quality/Growth
• Rate Cuts on the Horizon?
• Portfolio Allocation Trends – Q3 2023
• Straight Talk on the Treasury Market
• Portfolio Construction – What Role Should Fixed Income Play?
• Cruel September
• Fixed Income Yields and Drivers
• Five Institutional Investment Trends – Midyear 2023
• Value Investing Insight: Banking Dilemmas and Discounts
• From the Consultant’s Desk: Listen to Our Experts Explain the Framework
• Observations On Five Institutional Investing Trends