Markets

Inflation is unlikely to be a concern amid an accommodative monetary environment, while risk assets remain attractive despite the risk of reversals, writes Esty Dwek of Natixis IM Solutions.

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

With the pandemic’s cloud over company fundamentals not moving any time soon, uncertainty over valuations are likely to add to potential volatility, writes Seeyond’s Nicolas Just

Healthcare spending and government balance sheets are just two of the pandemic responses likely to last for some time, writes Mirova’s Amber Fairbanks

Private market allocations and the maturing of ESG will take their place as the market seeks innovative solutions, writes MV Credit’s Nicole Downer

Uncertainty defines the tentative recovery, but changing consumption habits and strengthening ESG data present opportunities, writes Ossiam’s Etienne Vincent

Investors to turn to increasingly inventive approaches in search of yield amid a calming political and medical picture, write Ostrum’s Stéphane Déo and Philippe Berthelot

Pent-up demand unlocked and the revival of Chinese growth are causes for optimism for 2021, with strong performances across sectors and markets likely, writes Craig Burelle.

The transition to renewable power has raised concerns among investors with stakes in utilities supported by more conventional power generation facilities.

Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

Natixis Investment Managers Solutions latest thinking on what’s moving markets.

Oliver Bilal, Head of international Sales & Marketing at Natixis Investment Managers explains why finding innovative ways of working with colleagues and clients has been essential.

A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.

While the health crisis is ongoing, the prospects of vaccines suggest the beginning of the end of the pandemic.

Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.

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.

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.

Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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?

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.

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.

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.

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.