Podcasts about Natixis

Natixis macro experts discuss the equity rebound, long-duration bond sell off, tariffs and model portfolio positioning.

El acuerdo entre China y EEUU analizado por Alicia García-Herrero, economista jefe de Asia Pacífico en Natixis. Tertulia con Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid; y Miguel Yagüe, Economista, asesor de organismos públicos, supervisores y bancos. Profesor de la Complutense, IE y Cunef; y Carlos Santana, Director del Programa Avanzado en Cadenas de suministro del IE Business School.

After winning the prestigious New York Digital Award in 2024 Redefining AI returns with an electrifying Season Four!Join your host Lauren Hawker Zafer, on behalf of Squirro, the Enterprise Gen AI Platform, as we embark on another season of groundbreaking conversations.In this episode of Redefining AI, host Lauren Hawker Zafer sits down with Dr. Ja-Naé Duane and Steve Fisher.For over 20 years, behavioral scientist ⁠Dr. Ja-Naé Duane⁠ dedicated herself to one mission: Make life better for one billion people. This award-winning innovator and expert on global systems focuses on helping corporations, governments, and universities understand and develop systems of the future using emerging technology such as VR/AR, AI, and blockchain. Ja-Nae guides companies forward, helping them get out of their own way to create exponential innovation and future forecasting. She has had the pleasure of working with companies such as PWC, Saudi Aramco, Yum Brands, Samsonite, Natixis, AIG, and Deloitte. A top-rated speaker within the Singularity University community and the author of the bestseller, “The Startup Equation,” Ja-Nae is helping both startups and multinational firms identify new business models and pathways for global scale.Over the years, her work has caught the attention of The Associated Press, NPR, The Boston Globe, and BusinessWeek. Ja-Nae holds degrees from Brown University, I.E. Business School, Northeastern University, Carnegie University, Bentley University, and Boston University. Ja-Nae is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. ⁠Steven Fisher⁠ is a visionary futurist, innovation leader, and design strategist with over 30 years of experience driving transformational change. Passionate about reimagining business models, he leverages cutting-edge advancements—especially Generative AI—to empower organizations across industries to navigate complexity and seize future opportunities. As a leader in foresight and innovation, Steven has consistently spearheaded high-impact initiatives at renowned organizations. At McKinsey & Company, he co-founded the Futures Practice, integrating strategic foresight and speculative design to help businesses anticipate and adapt to an uncertain future. At FTI Consulting, he led the adoption of Generative AI for business model transformation, pioneering new AI-driven solutions that delivered measurable impact across industries.Beyond corporate leadership, Steven is the Managing Partner of Revolution Factory, a global innovation firm that fosters cutting-edge solutions through AI, strategic foresight, and design thinking. He also serves as Chief Futurist at the Human Frontier Institute (HFI), where he explores emerging trends, conducts research on future-oriented challenges, and mentors leaders in strategic foresight.A prolific thought leader and author, Steven co-authored the best-selling The Startup Equation (McGraw Hill, 2016) and is currently developing two new books—SuperShifts (2025) and Designing the Future (2026)—which delve into the future of business, technology, and human adaptation. He shares his insights through keynotes, industry publications, and his podcasts—the Think Forward Show and Off World Podcast—which explore the intersection of innovation, AI, and humanity's expansion beyond Earth.Committed to democratizing futures thinking, Steven believes that understanding human history and patterns of change is essential to building resilient, future-ready organizations. His expertise in Generative AI, strategic foresight, and design-led innovation enables him to help organizations anticipate challenges and seize opportunities with confidence.Follow and subscribe to Redefining AI to join us in the full episode!#ai #redefiningai #spotify #techpodcast

Asian stocks opened higher Monday with the US and China set to resume trade negotiations. Adding to the optimism in the stock market was the surprise in labor data. While US job growth moderated in May and prior months were revised lower, Friday's report narrowly exceeded forecasts. We get reaction from Chris Brigati, Chief Investment Officer at SWBC. Plus - trade tensions appeared to recede between President Donald Trump and China's Xi Jinping as an impasse on critical minerals was broken, paving the way for further trade talks. We get a preview of how the talks may impact the trading week ahead with Alicia Garcia Herrero, Chief Asia-Pacific Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts.See omnystudio.com/listener for privacy information.

After winning the prestigious New York Digital Award in 2024 Redefining AI returns with an electrifying Season Four!Join your host Lauren Hawker Zafer, on behalf of Squirro, the Enterprise Gen AI Platform, as we embark on another season of groundbreaking conversations.In the upcoming episode of Redefining AI, host Lauren Hawker Zafer sits down with Dr. Ja-Naé Duane and Steve Fisher.For over 20 years, behavioral scientist Dr. Ja-Naé Duane dedicated herself to one mission: Make life better for one billion people. This award-winning innovator and expert on global systems focuses on helping corporations, governments, and universities understand and develop systems of the future using emerging technology such as VR/AR, AI, and blockchain. Ja-Nae guides companies forward, helping them get out of their own way to create exponential innovation and future forecasting. She has had the pleasure of working with companies such as PWC, Saudi Aramco, Yum Brands, Samsonite, Natixis, AIG, and Deloitte. A top-rated speaker within the Singularity University community and the author of the bestseller, “The Startup Equation,” Ja-Nae is helping both startups and multinational firms identify new business models and pathways for global scale.Over the years, her work has caught the attention of The Associated Press, NPR, The Boston Globe, and BusinessWeek. Ja-Nae holds degrees from Brown University, I.E. Business School, Northeastern University, Carnegie University, Bentley University, and Boston University. Ja-Nae is a member of the Loomis Council at the Stimson Center, collaborator with the National Institute of Health, and holds appointments at Brown University and MIT's Center for Information Systems Research. Steven Fisher is a visionary futurist, innovation leader, and design strategist with over 30 years of experience driving transformational change. Passionate about reimagining business models, he leverages cutting-edge advancements—especially Generative AI—to empower organizations across industries to navigate complexity and seize future opportunities. As a leader in foresight and innovation, Steven has consistently spearheaded high-impact initiatives at renowned organizations. At McKinsey & Company, he co-founded the Futures Practice, integrating strategic foresight and speculative design to help businesses anticipate and adapt to an uncertain future. At FTI Consulting, he led the adoption of Generative AI for business model transformation, pioneering new AI-driven solutions that delivered measurable impact across industries.Beyond corporate leadership, Steven is the Managing Partner of Revolution Factory, a global innovation firm that fosters cutting-edge solutions through AI, strategic foresight, and design thinking. He also serves as Chief Futurist at the Human Frontier Institute (HFI), where he explores emerging trends, conducts research on future-oriented challenges, and mentors leaders in strategic foresight.A prolific thought leader and author, Steven co-authored the best-selling The Startup Equation (McGraw Hill, 2016) and is currently developing two new books—SuperShifts (2025) and Designing the Future (2026)—which delve into the future of business, technology, and human adaptation. He shares his insights through keynotes, industry publications, and his podcasts—the Think Forward Show and Off World Podcast—which explore the intersection of innovation, AI, and humanity's expansion beyond Earth.Committed to democratizing futures thinking, Steven believes that understanding human history and patterns of change is essential to building resilient, future-ready organizations. His expertise in Generative AI, strategic foresight, and design-led innovation enables him to help organizations anticipate challenges and seize opportunities with confidence.Follow and subscribe to Redefining AI to join us in the full episode!#ai #redefiningai #spotify #techpodcast

In this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to improve wealth management. They explore technological advancements, the shift towards more automated and customer-centric financial solutions, and the future impacts of AI and the democratization of private assets. This conversation provides a deep dive into the evolving landscape of wealth management and the vital role of technology in facilitating better investment outcomes.LINKSQuantifeed: https://www.quantifeed.com/

Tom McHugh, the CEO and co-founder of Finbourne, shares how they are transforming financial data management to deliver better outcomes. Tom shares the complexities of managing diverse financial data sources and how Finbourne's technology aims to simplify this landscape. He explains how their unique approach helps firms maintain gross margins, reduce fees, and enhance efficiency without overhauling existing systems. Learn about the core infrastructure of Finbourne, the role of AI and data virtualization, and the significant social impact Finbourne's solutions can bring to both investors and financial services.LINKSFinbourne: https://www.finbourne.com/

En 2022, après un parcours académique brillant à Georgetown, Arthur prend le poste de Chief of Staff du CEO de Natixis, l'une des grandes banques d'investissement françaises. Un rôle clé, dont les contours varient fortement selon les entreprises et les secteurs — c'est justement ce qui en fait toute la richesse… et la complexité.Ce rôle de l'ombre, souvent méconnu, est pourtant clé : véritable tour de contrôle du CEO, Arthur navigue entre décisions à haute responsabilité, diplomatie interne et et gère les imprévus avec calme et précision.Dans cet épisode, il nous montre comment ce poste peut devenir un tremplin unique pour apprendre aux côtés des dirigeants, gagner en vision stratégique et tracer sa propre voie avec ambition.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

  “If you want to impact people, first, you need to trust them—and then give them space.” “You forget about collective decision-making in Japan—you build consensus privately, one by one.” “The best execution comes from ideas people believe are their own.” “I listen first. Then I discuss. Then I decide. But always, I listen first.” “Leadership is not about being the hero—it's about helping the team become the heroes together.” Previously for Societe Generale, Bruno was Head of Risk on Capital Market Activities and ALM, Co-Head of Market Risk, Risk Assessor on Capital Market Activities; Head of Market Risk for Natixis, Head of Market Risk on Capital Market Activities ENGIE, Head of Market Risk On Credit Derivatives Credit Agricole CIB; Head of UK Market Risk for LCL. Bruno emphasizes that trust is the foundation of leadership—both giving it and earning it. He believes in creating space for team members to voice their ideas, as people are most committed when implementing their own suggestions. When he arrived in Japan, he made it a priority to listen first. Recognizing that he was new to the local context, he relied heavily on the insights of his team, who had decades of experience. His role, as he sees it, is to synthesize their ideas into a clear strategy, advocate for it at headquarters, and ensure it gets the green light. He highlights the cultural difference in decision-making between France and Japan. In France, decisions emerge through open challenge and brainstorming. In Japan, consensus must be built privately through one-on-one discussions before any meeting. He adopted this approach, understanding that Japanese professionals are less likely to speak up in group forums but are open and candid in private. These individual conversations are time-consuming but essential for building alignment and trust. Bruno also sees leadership as deeply tied to authenticity and leading by example. His background in risk management taught him that courage—especially the courage to stand up for what's right, even against pressure—is critical. His teams observe whether he is willing to defend their ideas and protect their interests. That credibility is what earns their loyalty. He's learned that new ideas are more likely to succeed when they come from the team, not top-down. Japanese staff often hesitate to share ideas if early feedback is lukewarm, so Bruno takes care to signal encouragement and patience, giving them time and space to think creatively. When they do, the results are powerful—his team's strategic proposal was not only approved by Paris but became the only strategic initiative for Japan in the region. Bruno's approach is to listen deeply, guide gently, champion ideas effectively, and push for change when it makes sense locally. He believes culture is not something to impose, but to live consistently. By modelling respect, patience, courage, and transparency, he creates an environment where trust grows and leadership becomes a shared endeavour. He calls this collective success—not about being the hero himself, but about helping the team become successful. Unlock Your Leadership Potential: Be the Leader Everyone Wants to Follow Are you tired of watching your team struggle while you figure out leadership through trial and error? Wish you could inspire genuine commitment and achieve remarkable results? You're not alone—and there's a better way. There is a perfect solution for you- To LEARN MORE click here (https://bit.ly/43sQHxV) At Dale Carnegie Tokyo, we've helped thousands of professionals transform into confident, effective leaders who drive real results. Our proven methodology eliminates the guesswork and accelerates your leadership journey. To get your free guide “How To Stop Wasting Money On Training” click here ( https://bit.ly/4agbvLj ) To get your free “Goal Setting Blueprint 2.0” click here (https://bit.ly/43o5FVK) If you enjoy our content then head over to www.dale-carnegie.co.jp and check out our Japanese and English seminars, workshops, course information and schedules and our whitepapers, guidebooks, training videos, podcasts, blogs. About The Author Dr. Greg Story, President Dale Carnegie Tokyo Training Contact me at greg.story@dalecarnegie.com Bestselling author of “Japan Sales Mastery” (the Japanese translation is "The Eigyo" (The営業), “Japan Business Mastery” and "Japan Presentations Mastery".  He has also written "How To Stop Wasting Money On Training" and the translation "Toreningu De Okane Wo Muda Ni Suru No Wa Yamemashoo" (トレーニングでお金を無駄にするのは止めましょう) and his brand new book is “Japan Leadership Mastery”. Dr. Greg Story is an international keynote speaker, an executive coach, and a thought leader in the four critical areas for business people: leadership, communication, sales and presentations. He leads the Dale Carnegie Franchise in Tokyo which traces its roots straight back to the very establishment of Dale Carnegie in Japan in 1963 by Mr. Frank Mochizuki. He publishes daily blogs on LinkedIn, Facebook and Twitter Has 6 weekly podcasts: 1.     Mondays -  The Leadership Japan Series, 2.    Tuesdays – The Presentations Japan Series Every second Tuesday - ビジネス達人の教え 3.    Wednesdays - The Sales Japan Series 4.    Thursdays – The Leadership Japan Series Also every second Thursday - ビジネスプロポッドキャスト 5.    Fridays - The Japan Business Mastery Show 6.    Saturdays – Japan's Top Business Interviews Has 3 weekly TV shows on YouTube: 1.     Mondays - The Cutting Edge Japan Business Show Also every Second Thursday - ビジネスプロTV 2.    Fridays – Japan Business Mastery 3.    Saturdays – Japan Top Business Interviews In the course of his career Dr. Greg Story has moved from the academic world, to consulting, investments, trade representation, international diplomacy, retail banking and people development. Growing up in Brisbane, Australia he never imagined he would have a Ph.D. in Japanese decision-making, become a 40 year veteran of Japan and run his own company in Tokyo. Since 1971, he has been a disciple of traditional Shitoryu Karate (糸東流) and is currently a 6th Dan. Bunbu Ryodo (文武両道-both pen & sword) is his mantra and he applies martial art philosophies and strategies to business.      

Jack Janasiewicz, senior vice president and portfolio strategist at Natixis Investment Managers, says the market is in the middle of "one big range trade, and we're probably a lot closer to being at the top of the range rather than the bottom," which means there is more likely room to move down from here rather than to post big gains. Janasiewicz says the the slowing economy needs more time to work through the hard data, which will take time, and will likely lead to a volatile market within the current range. Janasiewicz says the market must also deal with short-term concerns over the weakening dollar, but says he think those worries are overblown when it comes to their long-term impact; like most analysts right now, he likes gold as a dollar diversifier to help ride out the issues. Brian Griggs, head of portfolio strategy and solutions at Nuveen, says that investors have long had too much dependence on large-cap domestic stocks and an over-reliance on duration in fixed-income allocations, which is leading to painful portfolio moves caused by today's stressed stock and bond markets. He talks about making small-but-appropriate portfolio tweaks to lower portfolio volatility and diversify portfolios to improve their investment return and comfort level. Plus we revisit a recent question that Chuck answered from a listener who must decide which investments they will sell in order to raise some cash to pay for one-time additional expenses.

Jack Janasiewicz and Brian Hess talk US-China trade negotiations, the labor market, and positioning of Natixis model portfolios.

Edição de 15 de Maio 2025

Quasiment tous les grands indices boursiers ont désormais effacé les effets de la tempête d'avril. Les investisseurs ont-ils retrouvé le goût du risque ? L'analyse de Jean-François Robin, directeur de la recherche chez Natixis. Ecorama du 15 mai 2025, présenté par David Jacquot sur Boursorama.com Hébergé par Audion. Visitez https://www.audion.fm/fr/privacy-policy pour plus d'informations.

"China ha ganado la guerra comercial a EEUU. Trump solo ha tirado por la borda su arma arancelaria"En la reunión de Donald Trump en Arabia Saudí, el director ejecutivo de BlackRock, Larry Fink advirtió que el bono americano sigue cercano al 4,5% instando a la cautela con la deuda de EEUU. Alicia García Herrero, economista jefe para Asia Pacífico en Natixis, ha explicado que la guerra comercial no ha terminado, pero que los aranceles sí porque Donald Trump no puede utilizarlos. "Trump por fin ha entendido que la estrategia arancelaria no es la buena para contener a China", pero seguirá en su objetivo y su viaje al Golfo es parte del plan para que no dependa de la tecnología china. "La guerra comercial entre EEUU y China sigue, aunque no sea con aranceles". Para el bono americano el país más importante es Japón y parte de Europa, aunque sean entidades privadas y Taiwán también es muy importante, porque las aseguradores taiwanesas tienen gran parte del PIB. "China sola no puede acabar con el bono americano", pero la economía americana no puede operar contra la segunda economía del mundo, China. "Hasta ahora China ha ganado la guerra comercial, Trump ha liquidado su poder de aranceles" porque los ha usado mal. Justo lo que Trump advertía a los BRICS, que si desdolarizaban impondría aranceles, unos aranceles que ya ha eliminado, ha explicado Alicia García. "Trump ha tirado por la borda los aranceles, por ahora China ha ganado la guerra comercial". Alicia ha explicado que entiende la preocupación del presidente estadounidense por la dependencia estadounidense respecto a China. "Los mercados han llevado a Trump a reaccionar y recapacitar". #china #eeuu #guerracomercial #aranceles #xijinpnig #trump #useconomy #economiachina #exportaciones #comerciointernacional #casablanca #dolar #negociostv #viznerSi quieres entrar en la Academia de Negocios TV, este es el enlace:   https://www.youtube.com/channel/UCwd8Byi93KbnsYmCcKLExvQ/join Síguenos en directo ➡️ https://bit.ly/2Ts9V3pSuscríbete a nuestro canal: https://bit.ly/3jsMzp2Suscríbete a nuestro segundo canal, másnegocios: https://n9.cl/4dca4Visita Negocios TV https://bit.ly/2Ts9V3pMás vídeos de Negocios TV: https://youtube.com/@NegociosTVSíguenos en Telegram: https://t.me/negociostvSíguenos en Instagram: https://bit.ly/3oytWndTwitter: https://bit.ly/3jz6LptFacebook: https://bit.ly/3e3kIuy

How technology enables new investment strategies, the role of trustees, the impact of ESG considerations, and the role of private markets in pension portfolios. A comprehensive conversation with James Lawrence of Smart Pension about the future of pensions and how smart technologies and innovative investment practices are shaping better outcomes for millions of pensioners.LINKSJames on Linkedin: https://www.linkedin.com/in/jameslawrencecfa/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM

The US and China both reported "substantial progress" after two days of talks in Switzerland aimed at de-escalating a trade war, marking what Chinese Vice Premier He Lifeng called "an important first step" toward resolving differences. While neither side immediately announced specific measures on Sunday, He said the world's two biggest economies agreed to create a mechanism for further talks, led by US Treasury Secretary Scott Bessent and himself. Bessent said the US would share details on Monday and He promised a joint statement. We get analysis from Alicia Garcia Herrero, Chief APAC Economist at Natixis. She speaks with Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Japanese stock futures rose on optimism the US-China trade tension may begin to de-escalate after those talks. The Nikkei 225 has climbed 5% through Friday since US President Donald Trump announced so-called reciprocal tariffs on April 2nd, among the best performing major markets. Japan last month was one of the first countries to formally engage in talks with the US, though an agreement is yet to be made. For more on Japan's outlook, we hear from Jean Eric Salata, Chairperson at EQT Asia.See omnystudio.com/listener for privacy information.

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Vince la linea della continuità sulla governance con la conferma di Donnet ma sulla joint venture con Natixis la strada è ancora piena di insidie

I 14 miliardi da destinare alle imprese attraverso la revisione del Pnrr "si riferiscono a somme attualmente non utilizzate all'interno del Pnrr. Riteniamo di utilizzarle a prescindere dai dazi, per accelerare la competitività delle nostre imprese. Riteniamo di utilizzare quelle risorse anche su altre linee di finanziamento che possano trovare nelle imprese adeguata rispondenza". Così il ministro per gli Affari europei, il Sud, le Politiche di Coesione e il Pnrr, Tommaso Foti, in risposta al question time di oggi, sulle risorse del Pnrr da utilizzare per interventi di contrasto ai dazi. Secondo l'Upb in merito all'attuazione del Pnrr: "Dalle informazioni disponibili in ReGiS all'8 aprile 2025, emerge che è stato attivato il 95% della dotazione finanziaria complessiva e che la spesa sostenuta ammonta a 64,1 miliardi (33%), di cui 27,3 miliardi relativi a Superbonus e crediti d'imposta". Quindi rischiano di essere molti i soldi da "ricollocare" da qui al 2026 per non perdere i finanziamenti. Per Openpolis al momento sono circa 50 i miliardi non ancora destinati del Pnrr che potrebbero essere "spostati" per altre voci di spesa (aiuti alle aziende o in difesa). Ma è necessaria ovviamente una revisione a Bruxelles. Interviene su questo Luca Dal Poggetto, Analista di Openpolis esperto di Pnrr.Il risiko entra nel vivo?UniCredit lancerà lunedì l'OPS su Banco BPM, ma senza escludere un futuro ricorso contro il provvedimento del Comitato Golden Power, che ha imposto vincoli giudicati eccessivi. Tra questi, il mantenimento di un rapporto impieghi/depositi al 120%, la continuità del project finance, la stabilità degli investimenti di Anima Holding e l'uscita dalla Russia entro nove mesi. UniCredit, pur ritenendo il decreto illegittimo, punta ora a una mediazione col Governo per chiarire il perimetro degli impegni, in parte influenzati dal MEF leghista. Gli analisti di Equita avvertono che tali vincoli potrebbero rallentare l'operazione e penalizzare la posizione patrimoniale. L'offerta resta intanto a sconto del 6,1%. Domani 24 aprile si terrà l'assemblea delle Generali, con un nuovo scontro tra la lista Mediobanca, che sostiene la riconferma dei vertici attuali, e quella di Caltagirone. Oltre alla governance, il nodo strategico centrale è la partnership con Natixis nell'asset management.. Ne parliamo con Alessandro Graziani, Il Sole 24 OreConti disastrosi per Tesla, Musk fa un passo indietro dal DOGE Tesla ha chiuso il primo trimestre 2025 con risultati deludenti: l'utile netto è crollato del 71% a 409 milioni di dollari e i ricavi sono scesi del 9% a 19,34 miliardi, ben al di sotto delle attese. Il comparto auto ha registrato un calo ancora più marcato del 20%, con vendite in forte flessione in USA, Europa (–62% in Germania) e Cina (–22%). Le consegne globali sono diminuite del 13%, mentre il marchio ha subito un danno reputazionale legato alla controversa posizione politica di Elon Musk, che ha affiancato Trump come “zar anti-sprechi”. Le sue scelte, come i licenziamenti di massa e il sostegno alla riduzione della spesa pubblica, hanno suscitato critiche e contribuito al calo delle vendite. Musk ha annunciato che da maggio dedicherà solo due giorni a settimana al suo incarico governativo, riaffermando però il suo impegno nella lotta alla burocrazia. Ha preso le distanze dalle politiche protezionistiche di Trump, pur riconoscendo che la decisione finale spetta al Presidente. Le tensioni commerciali e i dazi stanno complicando le catene di fornitura, aumentando i costi, specie per componenti importati come quelli dal Messico. Nonostante tutto, il mercato sembra guardare oltre: le azioni sono salite del 4,5% dopo la chiusura dei mercati, sostenute dalla narrativa futurista di Musk, che punta su robotaxi a giugno, boom dell'energy business (+67%), lancio del nuovo Model Y economico e sul robot umanoide Optimus nel 2025. Tesla rilancia così su AI e robotica, abbracciando l'idea di un futuro di “abbondanza sostenibile”. Alberto Annicchiarico Il Sole 24 Ore

La guerra commerciale tra Cina e Stati Uniti potrà anche concludersi con un accordo, ma lo scontro tra i due paesi più importanti del mondo è molto più profondo. Con Alicia García Herrero, capa economista per l'Asia-Pacifico presso la banca d'investimento Natixis e senior fellow del centro studi Bruegel. Il link per abbonarti al Post e ascoltare la puntata per intero. Learn more about your ad choices. Visit megaphone.fm/adchoices

Carmen Olds, directora de Advisory para España y Latinoamérica en Natixis, analiza las nuevas tendencias de inversión ante un escenario cambiante

Carmen Olds, directora de Advisory para España y Latinoamérica en Natixis, analiza las nuevas tendencias de inversión ante un escenario cambiante

Carmen Olds, directora de Advisory para España y Latinoamérica en Natixis, analiza las nuevas tendencias de inversión ante un escenario cambiante

Officials from Japan and South Korea are slated to begin trade negotiations with the United States this week. Early Monday, China's Ministry of Commerce said it firmly opposes any party reaching a deal at the expense of China’s interests. Those comments came as China claims Washington is using tariffs to coerce other countries to restrict economic and trade exchanges with Beijing. We get more perspective from Naomi Fink, Chief Global Strategist at Nikko Asset Management. She speaks with Bloomberg's Shery Ahn and Paul Allen. Plus - Chicago Fed President Austan Goolsbee warned against efforts to curtail the central bank’s independence, days after President Donald Trump expressed his displeasure with Fed Chair Jerome Powell. Last week, Trump posted on Truth Social that Powell’s “termination cannot come fast enough!” He hasn’t clarified whether that means he intends to find a way to fire the Fed chief, or is simply eager for Powell’s term to end as scheduled in May 2026. We get reaction from Alicia Garcia Herrero, Chief APAC Economist at Natixis.See omnystudio.com/listener for privacy information.

Redefining Retirement Income: Insights from Chancery Lane's CEODoug Brodie, CEO of Chancery Lane, a firm specializing in retirement income planning, discusses the evolving landscape of pension schemes. Brody critiques the industry's focus on pension pots rather than sustainable income and offers an outcome-driven approach. We also explore the mechanics of investment trusts, a lesser-known instrument that could bypass complex asset allocation challenges for retirees.LINKSDoug Brodie on Linkedin: https://www.linkedin.com/in/doug-brodie-income-investment-plannersChancery Lane: https://www.chancerylane.net/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

Analizamos la respuesta China a los aranceles de EEUU con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Hermenegildo Altozano, Socio en Pinsent Masons; y Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid.

Bill Kelly, CAIA former CAIA CEO, returns to discuss his new venture, Educational Alpha. Bill and George explore the importance of financial education, the perils of democratizing investment products, and the role of long-term thinking in retirement planning. Bill also shares insights into his podcasting journey and highlights the significance of due diligence and critical thinking for investors.My interview by Bill on Educational Alpha: https://podcasts.apple.com/us/podcast/educational-alpha/id1675164756My previous interview with Bill in 2021: https://podcasts.apple.com/gb/podcast/improving-capital-allocation-outcomes-bill-kelly-ceo/id1511595070?i=1000540736905RESOURCESWilliam J. Kelly, CAIA on Linkedin: https://www.linkedin.com/in/william-j-kelly-caia-ab50a947/Educational Alpha: https://educationalalpha.com/CAIA: https://caia.org/

En la primera hora de Capital Intereconomía repasamos toda la actualidad de la mañana en titulares con Susana Criado y Rubén Gil. Después ponemos el foco en la última hora de los mercados en Asia y Europa y repasamos lo sucedido en la última sesión de Wall Street. Para realizar el primer análisis del día contamos con José Ruiz De Alda, Asesor de Core Value. Después repasamos las principales portadas de la prensa económica, nacional e internacional para contar sus titulares. Y analizamos las repercusiones de la guerra arancelaria de Trump con tasas del 104% a china con Alicia García Herrero, economista jefe de Natixis para Asia-Pacífico.

How to address the pressing challenges facing the pension industry with technology. George Aliferis and Eve Read from Smart Pension explore the technological advancements and practical policy recommendations to improve pension outcomes. From UX, to education, communication, or "micro interventions" tune in to understand how Smart Pension is helping to achieve better retirement outcomes for all.LINKSEve Read on Linkedin: https://www.linkedin.com/in/everead/Smart Pension: https://www.smartpension.co.uk/Related episodes on Pensions: https://www.youtube.com/playlist?list=PLbJ1012cgPCAy2NXMIob3W30DXM3rF3OM

Matt Ober, CAIA shares his journey from data scientist at Bloomberg to becoming the head of data strategy at a hedge fund, and later transitioning into venture capital with Social Leverage. We discuss into the expanding role of data in financial services, the strategies employed by hedge funds, and the future of alternative data. A rare opportunity to rethink the business of financial market data.LINKSMatt on Linkedin: https://www.linkedin.com/in/obermattj/Matt's Newsletter: https://www.mattober.co/Social Leverage: https://www.socialleverage.com/Initial Data Offering: https://initialdataoffering.com/

In the opening episode of season 2 of Let's Talk Global Business, host Sara Murray explores the evolving investment landscape in China with Alicia Garcia Herrero, Chief Economist for Asia Pacific at Natixis, and Alfredo Montufar-Helu, Head of The Conference Board's China Center. From changing consumption patterns and economic uncertainty to the rising challenges faced by Western multinationals, the conversation dives deep into the real dynamics shaping business in China today

A reality-check on the AI hype, with a world-renowned Ai and Machine Learning specialist, mathematician, academic and ex-hedge fund manager: Dr Richard Saldanha."I don't believe that artificial intelligence exists at this precise moment in time, but that's a hard definition."LINKSRichard on Linkedin: https://www.linkedin.com/in/oxquant-richard-saldanha/Richard's AI webinars: https://youtube.com/playlist?list=PL7U0Sdn6Aq2fLnu_XikcmGMzlBaAfDtZj&si=Nbu51oTMFD76d3CB

This week, we kick off our new series Gold for the 21st Century with David Gornall. Gornall is Strategic Advisor for Precious Metals at Abaxx Exchange, Former Global Head of Precious Metals Trading at Natixis, and Former Chairman of the LBMA. SmarterMarkets™ host David Greely sits down with Gornall to discuss where gold market infrastructure is not keeping pace with the evolving use of gold, what it means for regional price discovery and trading, and what market infrastructure and regulatory changes are needed to allow gold to take its seat at the financial table and meet the demand for gold in the 21st century.  

Explore the evolving landscape of financial promotions and the challenges faced by companies in staying compliant with stringent regulations. A discussion with Sage Franch, CEO and Co-founder of Promo Comply at Finovate Europe. Discover how AI tools can streamline marketing efforts, mitigate compliance risks, and foster trust among investors and regulators. LINKSPromoComply https://www.promocomply.com/

We discuss how generative AI platform empowers businesses to harness their data and algorithms securely and facilitate the investment research process. It's also a broader reflection on AI fintech startups.LINKSMoonjelly AIhttps://www.jellyfishlabs.ai/

Discover how a modern tech platform integrates traditional market data with AI to provide investment signals, optimize investments, and automate reporting in wealth management. Learn about the impact of generative AI in transforming the financial industry and why confidence in AI has surged, enabling rapid growth and better adaptation within firms. With Arianna Colombo, MDOTMLINKSMDOTM https://www.mdotm.ai/Arianna on Linkedin: https://www.linkedin.com/in/arianna-colombo-6941101a2/

Darren Douglas, founder and CEO of RegSearch AI, explains the challenge of regulatory compliance, which costs over $200bn to the financial industry and the role of AI regulatory compliance agents. Darren explains the need for AI proprietary models that ensure data security and transparency and explains how AI agents can read, understand, and map regulatory documents to internal information, drastically saving time and reducing compliance costs.LINKSRegsearch AI https://regsearch.ai/Darren Douglas on Linkedin: https://www.linkedin.com/in/darren-douglas-6372192a/

Analizamos los mercados asiáticos y los aranceles de Trump desde Hong Kong con Alicia García-Herrero, economista jefe de Asia-Pacífico en Natixis. Tertulia con Guillermo de Haro, Vice Decano de IE University; Dolores González Pastor, Directiva de Asuntos Públicos corporativos; y Manuel Moreu, ex presidente del Instituto de Ingeniería de España.

En la primera hora de Capital Intereconomía repasamos toda la actualidad de la mañana en titulares con Susana Criado y Rubén Gil. Después ponemos el foco en la última hora de los mercados en Asia y Europa y repasamos lo sucedido en la última sesión de Wall Street. Para realizar el primer análisis del día contamos con Pablo de Vicente, Asesor Financiero de Evolutio Capital Investment. Después repasamos las principales portadas de la prensa económica, nacional e internacional para contar sus titulares. China presenta su hoja de ruta para estimular su economía y defenderse de la guerra comercial de Trump. Analizamos la Asamblea Popular Nacional que se celebró ayer en el Parlamento chino con Alicia García Herrero, economista jefe de Natixis para Asia-Pacífico.

Joe Lavorgna is a Managing Director and Chief Economist for SMBC Nikko Securities. He was previously the Chief Economist for the Americas at Natixis. While there, Joe took a one-year leave of absence to serve in the Trump administration, where he was Special Assistant to the President, and Chief Economist of the National Economic Council. Prior to Natixis, Joe spent 20 years with Deutsche Bank Securities in the Global Markets Division, where he was considered one of the leading Wall Street economists. Joe is also a Senior Fellow at the America First Policy Institute, a Washington, D.C.-based think tank. In this podcast, we discuss what it was like working for Trump, why Trump is now more effective, thoughts on tariffs, taxes and immigration, and much more.    Follow us here for more amazing insights: https://macrohive.com/home-prime/ https://twitter.com/Macro_Hive https://www.linkedin.com/company/macro-hive

An exploration of how quant hedge funds strategically source and use data to fulfil their ultimate goal of alpha generation. Marco Aboav, ex-hedge fund manager and CEO of Etna Research unveils how the most sophisticated asset managers build a sustainable trading advantage.USEFUL LINKSEtna Research: https://www.etnaresearch.com/Marco on Linkedin: https://www.linkedin.com/in/marco-jean-aboav/Watch the podcast on YouTube: https://www.youtube.com/@investology_podcast

We explore the tech that improves pension outcomes behind the curtain with Hugh Cutler, CCO of Mobius Life. In this episode, Hugh shares his journey from actuary to investment management, the role of technology and regulation in pensions, and how Mobius Life is making efficient, cost-effective, and diversified investment solutions accessible for better retirement outcomes. We also explore the “hardest challenge in investing": decumulation, and the future of financial technology in providing tailored investment advice.USEFUL LINKSMobius Life: https://www.mobiuslife.co.uk/Hugh Cutler on Linkedin: https://www.linkedin.com/in/hugh-cutler-b5b1b15/George Aliferis on Linkedin: https://www.linkedin.com/in/george-aliferis-caia-60078312/This episode was produced by Orama - a video and podcast studio for B2B Brands: https://orama.tv/KEY TOPICS DISCUSSEDOpen Architecture PlatformSequencing Decumulation ChallengePrivate Asset IntegrationEducation about PensionTechnological Advancements in PensionsHighly experienced investment management professional, with 25 years of leadership in global distribution, solutions and executive roles.I am passionate about delivering excellent outcomes for clients by solving their specific investment challenges, and in the role that investments can play in shaping society and the environment for the better,After qualification as an actuary focused on pensions, I have held senior positions in distribution and solutions roles for leading companies including BGI (now part of Blackrock), LGIM and AMG. ABOUT MOBIUSThe market-leading institutional investment platform, providing investment administration services and tailored investment solutions to trustees of institutional pension schemes, advisers, master trusts, asset managers and life insurance companies.What sets us apart: Independent; Bespoke solutions; Trusted partner; An ideas cultureABOUT THE INVESTOLOGY PODCASTA podcast that helps you think about critical topics and principles of investment management.Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.Produced by https://orama.tv/ - a podcast & video studio for B2B BrandsABOUT GEORGE ALIFERISEx-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFsFounder of [Orama a podcast and video agency working with the finserv industryCAIA Charterholder (Chartered Alternative Investment Analyst Association)Masters from HEC, Paris & UTDT, Buenos AiresGreek, French, UK-based (Brighton); Likes to swim, ski, surfTIMESTAMPS(00:00) Connecting Pensions' Billions to the Assets they Need | Hugh Cutler, Mobius Life(00:42 Understanding the Role of an Actuary & Hugh's Career Journey(02:49) Mobius Life and Pension Funds(05:04) The Pension  Ecosystem (14:39) Technology in Pension Management(17:37) Challenges and Opportunities in the Pension Industry(21:57) Decumulation and Sequencing Risk(34:53) The Role of Private Assets in Pensions(40:19) Final Thoughts: Shiller, Finance and the good society

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I will updat this laterExplore the evolving nature of the pension system, the impact of demographic changes, and the role of technology in making pension management more efficient. Discover how the pension landscape in the UK is adapting to new challenges and opportunities, and what the future might hold for workers and retirees alike. With Alyshia Harrington-Clark Head of DC, Master Trusts and Lifetime Savings, PLSA (Pension and Lifetime Savings Association) USEFUL LINKS About the PLSA : https://www.plsa.co.uk/ Check out the  @PlsaUk  on YouTube

Joe Ferrara, an Investment Strategist at Gateway Investment Advisers and Will Goldstone, Investment Strategist at Natixis, review and discuss recent market trends, fund performance, and portfolio positioning.

Generali e Natixis (gruppo Bpce) hanno sottoscritto un memorandum of understanding non vincolante per far nascere un colosso europeo dell'asset management con masse gestite per 1,9 miliardi e ricavi per 4,1 miliardi. Lo si legge in una nota in cui viene indicato che l'alleanza sarà paritetica con un accordo valido 15 anni. L'intesa prevede la creazione di una società, una joint venture, "controllata in modo condiviso dalle due istituzioni finanziarie - ciascuna con una quota del 50% - e opererebbe sotto una struttura di governance congiunta, secondo equilibrati criteri di rappresentanza e controllo".Il closing, sottoposto a tutte le necessarie autorizzazioni, è previsto per l'inizio del 2026. Generali e Bpce "manterrebbero il pieno controllo sulle decisioni di asset allocation dei rispettivi asset" e per questo "la Joint Venture beneficerebbe di un ampio e significativo contributo di capitale assicurativo a lungo termine" e "al contempo offrirebbe a BPCE e a Generali interessanti opportunità di investimento del proprio capitale e avvio di nuove strategie". "In linea con il suo approccio di investimento, Generali si impegnerebbe ad allocare 15 miliardi di euro di capitale di avviamento e di accelerazione alle società affiliate parte della piattaforma congiunta nei prossimi cinque anni, migliorando la capacità di sviluppare nuove strategie di investimento e contribuendo all'ulteriore espansione delle competenze e dell'offerta di prodotti". La società controllante, a capo delle attività combinate, "verrebbe costituita ad Amsterdam, nei Paesi Bassi, mentre Francia, Italia e Stati Uniti rimarrebbero gli hub operativi della nuova società, continuando a gestire direttamente le attività di business". Approfondiamo il tema con: Laura Galvagni, Il Sole 24 OreA Davos si riflette sull'effetto Trump A Davos è iniziato ieri il Forum economico mondiale. Il 55° meeting annuale della fondazione si svolgerà fino a venerdì. In tutto, più di sessanta capi di Stato e di Governo sono attesi all'evento. La presidente della Commissione europea, Ursula von der Leyen, ha aperto oggi i lavori. Presenti oggi anche il vice-primo ministro cinese Ding Xuexiang, il cancelliere tedesco Olaf Scholz e il presidente ucraino Volodymyr Zelensky . Attesi nei prossimi giorni il presidente argentino Javier Milei e il primo ministro spagnolo Pedro Sanchez.Durante la giornata al centro delle discussioni l'impatto delle politiche della nuova amministrazione Trump. Sono le due linee di pensiero emerse al Forum economico mondiale all'indomani dell'Inauguration Day, con alcuni fra gli studiosi più in vista del mondo che hanno dato giudizi variegati sulle prime dichiarazioni di Trump su dazi, guerre, Cina, annessioni territoriali e riconquista di Panama. Da una parte: Stati Uniti diretti verso l'oligarchia, un sistema che, dopo che il lancio di un crypto asset prima dell'insediamento di Trump, verrebbe chiamato "cleptocrazia, una repubblica delle banane" se accadesse in un altro Paese secondo Ian Bremmer. Dall'altra: una presidenza Trump pronta a trainare il mondo verso il futuro grazie alla rivoluzione tech, superando il vecchio ordine mondiale e le sue regole. Su questo sentiamo il parere di: Gianluca Di Donfrancesco, il Sole 24 Ore e con Riccardo Monti, Imprenditore e tra i suoi incarichi Presidente del Gruppo Triboo

Carbon markets will be a big focus of sustainability discussions in 2025 after making headlines at COP29, the UN climate conference that took place in Baku, Azerbaijan in late 2024.  In this week's ESG Insider podcast, we dive into the topic of carbon markets with coverage from the sidelines of the S&P Global Commodity Insights Global Carbon Markets Conference.   We sit down with Andrea Bonzanni, International Policy Director at the International Emissions Trading Association (IETA). Andrea talks about the outlook for carbon markets after parties at COP29 finalized key rules and guidelines for international carbon trading under Article 6 of the Paris Agreement on climate change.  We speak to Marieke Franssen, Managing Director and Head of Commodity Carry Solutions at French investment bank Natixis, who says generating confidence in the market will be a key driver of demand.   “Companies need to be incentivized to buy, and they need to be given the confidence that the credits that they're buying can be put to use,” she tells us.  We also talk to:  Chris Slater, CEO and Founder of Oka, The Carbon Insurance Company, who explains how the insurance sector can contribute to the development of the carbon markets;   Linda Rivera Macedo, Head of Safeguards and Sustainable Development at Calyx Global, who discusses the role of carbon ratings agencies in building confidence in the market;   and Robin Pedroza, Head of Sustainability Transformation at thyssenkrupp Materials Services, part of German industrial and steel giant thyssenkrupp. Robin talks to us about the impact the EU's carbon border adjustment mechanism (CBAM) is having on the steel industry.   Listen to our coverage of COP29 carbon markets outcomes: https://www.spglobal.com/esg/podcasts/after-cop29-what-s-next-for-carbon-markets     Listen to our explainer podcast series on carbon markets:    Exploring the role of carbon markets in reaching climate targets: https://www.spglobal.com/esg/podcasts/exploring-the-role-of-carbon-markets-in-reaching-climate-targets    What's next for voluntary carbon markets: https://www.spglobal.com/esg/podcasts/what-s-next-for-voluntary-carbon-markets   Learn more about the 2025 Global Carbon Markets Conference from S&P Global Commodity Insights: https://commodityinsights.spglobal.com/Global-Carbon-Markets.html   This piece was published by S&P Global Sustainable1, a part of S&P Global.          Copyright ©2024 by S&P Global          DISCLAIMER    By accessing this Podcast, I acknowledge that S&P GLOBAL makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, S&P GLOBAL does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. The third party materials or content of any third party site referenced in this Podcast do not necessarily reflect the opinions, standards or policies of S&P GLOBAL. S&P GLOBAL assumes no responsibility or liability for the accuracy or completeness of the content contained in third party materials or on third party sites referenced in this Podcast or the compliance with applicable laws of such materials and/or links referenced herein. Moreover, S&P GLOBAL makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.    S&P GLOBAL EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST. 

Shiloh Bates talks to Chris Gilbert, the Head CLO Banker at Natixis. Natixis a leading underwriter of broadly syndicated and middle market CLOs. It was also the first bank to issue a reinvesting CLO after the financial crisis. Chris helped Shiloh with the book he published on CLO investing in 2023, CLO Investing with an Emphasis on CLO Equity and BB Notes.