Category: Economic Research

Natixis’ Patrick Artus: why Europe’s economic divide is becoming ever more prominent

Patrick Artus, Natixis’ chief economist, writes for The Financial Times weekly Investment Advisor issue, exploring the two possible scenarios unfolding in the eurozone. The piece looks at why the region will continue to experience a split between those in the North, who are enjoying decent growth, and those in the South, who are experiencing more …

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Natixis' Nordine Naam explores potential impact of referendum on forex and wider markets

Nordine Naam, a strategist at Natixis, considers the effects on various currencies and on business markets, should Scotland vote “Yes” in its Independence Referendum on Thursday – and those that may occur if it votes “No” – in his weekly Foreign Exchange blog for FX-MM. To read the full article, please click here.

Natixis publishes Oil Review 2014

In support of Natixis’ growing business in the energy markets, the Oil Review offers a detailed analysis of the global crude oil and refined product markets. Reported by the Financial Times, Abhishek Deshpande, Natixis oil markets analyst, discusses the outlook on the price of oil over the coming one to two year horizon. To read …

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Natixis' Patrick Artus explains the shock treatments that could reboot the French economy

In his weekly column for FTSE Global Markets, Patrick Artus – Chief Economist at Natixis – examines several worrying characteristics of the current economic climate in France, the measures that have been taken to combat them so far, and what further policies may be needed. To read the article online please click here, or here for the pdf.

Natixis' Danone report makes waves

Pierre Tegner’s report on Danone discusses the unsustainability of Danone’s current structure, and concludes that if Danone is to avoid the risk of a takeover bid then cultural and managerial changes are needed to achieve a far-reaching recovery in EPS, ROIC and its risk profile, and to strengthen shareholder confidence. The report examines all angles, including the …

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Natixis considers bond bubbles in Investment Week

While some investors may be concerned over a growing ‘bubble’ in the bond market – no thanks to the presence of low short-term interest rates and abundant central bank money supply skewing investor behaviour towards risky assets – it’s important to consider the realities of the situation. In an article for Investment Week, Patrick Artus …

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ICC Trade Register Report 2014 empirically proves trade finance is low risk

The findings of the ICC Trade Register Report 2014, launched by the International Chamber of Commerce (ICC) Banking Commission, empirically proves that, in all forms, trade and export finance is a low risk bank financing technique. Working closely with the ICC Banking Commission, Moorgate has gained widespread coverage in publications, including the Wall Street Journal, FX …

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Natixis chief economist dissects investor behaviour in IFR

When considering a particular asset, investors need to weigh up risk versus reward. Yet in the case of emerging markets and peripheral eurozone countries, investors seem to openly disregard structural economic problems in favour of achieving a more diversified portfolio. Patrick Artus, chief economist at Natixis, explores this notion of wilful ignorance – and the …

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Natixis considers Mario Draghi’s monetary policy in Central Banking

In a commentary for Central Banking, Natixis’ chief economist Patrick Artus examines the effectiveness of the ECB’s communication strategy – drawing a distinction between communication aimed at restoring investor confidence (such as bond purchases and forward guidance) and that which is aimed at either pushing up inflation or combating euro appreciation (including the consideration of …

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PensionsFirst explain why technology is key for tackling pension risk

Following a report by Clear Path Analysis suggesting that nearly 30% of US closed defined benefit pension plans, private open plans and small plans are considering transferring risk to a third party insurer in 2014, PensionsFirst takes a look at the role of technology in tackling pension risk. Interestingly, the report also notes increasing US …

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