The Natixis Asset Management teams have pinpointed three main themes in order to seize the market oportunities, including selectivity in the bond markets.

Oil prices have risen substantially in the past months. Given the ongoing unrest in the Middle East, a potential oil shock is still one of the biggest risks for economic growth and financial markets.

The term «Green Bonds» is more frequently used to describe a market that should mature very fast in order to deal with numerous requests for investments in the field of green infrastructure projects.

One of the key factors driving the relentless move up in equity markets has been the massive surge in liquidity supplied by central banks. One of the biggest risks in the second quarter is whether the liquidity tailwind turns into a headwind for markets

The operation of shale gas could generate major geopolitical changes: Instead of an increasing reliance on Russia and the Middle East, we would witness an important reshuffling of the cards