News

In the scenario of a fairly rapid reopening of the Strait of Hormuz, the ECB considered in mid-June that European growth could move towards 1.5% in 2027 and 2028. Below, we recap the main arguments supporting this rebound scenario and examine the stock market implications.

A major theme for global stock markets since 2023, AI is going through a new phase of profit-taking. As the marked decline in energy prices restores confidence in global growth, equal-weight equity strategies are taking up the baton once again.

With less than a year to go before the elections, investors are treating the French question as a local issue rather than a European one. They are no doubt partly right, but the alternatives to OATs may now lie outside the euro area.

As indicated in an initial communication to unit-holders dated 1 April 2026, Dorval Asset Management has decided to supplement the redemption-capping mechanism (“gates”) already in place in the funds listed above by introducing a net asset value adjustment mechanism (“swing pricing”).
This “swing pricing” mechanism will be introduced for all the mutual funds (“FCPs”) mentioned above with effect from 20 April 2026.

Directive (EU) 2024/927 of the European Parliament and of the Council of 13 March 2024, which amends the AIFM and UCITS directives, provides for the widespread deployment of two liquidity management tools in most European UCITS and AIFs.
The purpose of this text is to improve and harmonise the use of these tools within the European Union and thus enable better protection of investors in the event of a crisis or tensions on the markets.

Natixis Wealth Management, a leading wealth management provider, announces the completion of its acquisition of Dorval Asset Management, an asset management company specialising in flexible strategies, European equities and diversified international management.