Natixis Investment Managers Solutions latest thinking on what’s moving markets.
Market and political experts from Signum Global Advisors discuss what may lie ahead for the US and global markets following the US elections.
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.
With less than two weeks to go before the US elections, polls are pointing to a Biden victory, though a Trump comeback cannot be excluded.
A quarterly look at data and topics in the syndicated loan market.
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
As Election Day grows near, VP of Government Relations Susan Olson talks with two Washington insiders about the candidates, the campaigns, and the issues.
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.
A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.
AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.
What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.
The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
A look at US savings levels and why the market is unlikely to roll over anytime soon.
While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.
As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.
Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
Excited talk of taxes and regulation may be distracting from a more market-friendly reality.
Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.
While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.
Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.
While COVID-19 challenges remain, many key indicators of a global recovery persist.
Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.
Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management
Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.
Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.
A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.
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.
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.
Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.
In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”
US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.
While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.
Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.
Aziz Hamzaogullari, Chief Investment Officer and founder of the Growth Equities Strategies team at Loomis Sayles talks about how to protect your portfolio in market crisis.
Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.
In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
With the world dealing with the impact of COVID-19, our Head of Global Market Strategy looks at three possible scenarios that could to unfold in the economy and markets.
Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.
VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.
Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.
Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.
As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.
Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space
More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.
China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
As with previous epidemics, the coronavirus will have a temporary and reversible negative impact on the Chinese and global economy.
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.
Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.
The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
The rally in equities can continue, although decent earnings results will be needed to maintain momentum.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.
Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.
A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.
Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.
Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.