UBS Has Buy Rating on Natixis Despite H2O Fund Exodus

The video discusses the market situation with a focus on Natixis and H2O. Lorraine Juarez from UBS provides insights into Natixis's valuation, suggesting that the current market scenario is overly pessimistic. The discussion covers H2O's strategies to manage outflows, including removing entry fees and adjusting private bond portfolios. Concerns about liquidity mismatches in investment funds are addressed, highlighting existing regulations and potential future actions by regulators.

What concerns have arisen regarding the outflows from H2O?

What is Lorraine Juarez's perspective on the valuation of Natixis?

How does Lorraine Juarez assess the potential spillover effects on other affiliates of Natixis?

What actions has H2O taken to address the outflows?

What regulatory concerns are mentioned regarding liquidity mismatches in investment products?