Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.
Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Macro and Market Views View More
As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.
Portfolio Manager Jack Janasiewicz discusses how the near-term market picture has been affected by COVID-19 and what an economic restart might look like.
In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
Research and Analysis View More
Institutions face an environment without precedent in global politics, finance and economics. They are developing creative solutions to navigate it, drawing on a wider variety of assets and resources than ever to pursue their investment mandates.
See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
Big Ideas View More
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.
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