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Election 2020: How Might the Markets Vote?

In advance of Election Day, political noise will reach a fever pitch, but markets are signaling that a slow US recovery is poised to continue.

Will the 2020 Presidential Election Results Be Litigated?

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

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Rising to the Challenges of Retirement

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

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Global Market Strategy

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

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.

October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

ESG Investing Gains Ground during Covid-19 Times

Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.

Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

After a Year of Market Surprises – What’s Next?

Market Strategist Alex Pire of Seeyond looks at the COVID-19 vaccine timeline, Brexit, and other potential near and long-term risks facing investors.

Fall Season: How Concerned Should Investors Be About Volatility?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

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What Might a Biden Tax Plan Mean for Investors?

A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.

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Sizing Up Further Federal COVID-19 Aid

The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.

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Global Strategist Outlook

Our experts weigh in on the shape of the recovery, crisis winners and losers, and the potential impact of the US election on capital markets and the economy.

Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

September Outlook: Data Continues to Point to a Measured Recovery

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

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Measuring the Sustainability of US Economic Recovery in COVID Times

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.

  • August 24, 2020
Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Creating Sustainable Value: Coronavirus, Will the Alarm be Enough to Stop the Train?

The COVID-19 health crisis is not over yet. Many are ready to imagine what a world post-coronavirus could and should look like. Mirova is one of them.

  • July 10, 2020
July Market Outlook: Slowly Reopening, with an Eye Toward Risks

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.

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The Road from Here: Global Market Perspectives with Bloomberg’s John Authers

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

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.”

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

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.

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Ostrum AM’s Monthly Market Update (June)

Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management

  • June 16, 2020
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Midyear Outlook 2020: Selloff. Rebound. What’s Next?

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.

June Outlook: New Market Dynamics and the Post-COVID-19 Recovery

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

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Resiliency & Risks in Global Financial Systems

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

Restless Summer: Tracking the Post-COVID-19 Economy

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.

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Loomis Sayles: An update on some portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

  • May 28, 2020
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Risk Returns in a Multi-Asset Portfolio Construction

The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality

  • May 27, 2020
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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

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AlphaSimplex: Volatility is here to stay

Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, talks with Natixis’s Esty Dwek about managing volatility today.

  • May 11, 2020
Election 2020: Coronavirus and the Politics of Federal Aid

US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.

Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

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.

Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense

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.

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In Conversation with Professor Shiller

Nobel Prize winning economist Professor Robert Shiller talks Coronavirus, Artificial Intelligence and narrative economics.

  • April 2, 2020
Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

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Growth Scenarios Ahead

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.

What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

COVID-19: Perspectives from a Long-Term Value Investor

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.

  • March 3, 2020
COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Coronavirus and Global Markets: What Investors Should Know

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.

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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth

  • February 12, 2020
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition

  • February 6, 2020
How Might the Coronavirus Impact Markets and Investors in the Near Term?

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

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Know Your Loans – Why Active Management Matters

Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.

  • January 24, 2020
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AI and ESG: A New Frontier for Financial Innovation?

Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.

  • January 22, 2020
Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

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Data Privacy Regulation in the US

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

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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

Be Selective, Diversify

Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

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Liquidity, Reserves and High Grade for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

  • October 30, 2019
US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Too Early for Pessimists

Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.

Status Quo Enough for Markets

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

Macro Outlook: Risks Have Increased Near Term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

  • May 22, 2019
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

What the Japanese Paradox Tells us About the Global Industrial Cycle

Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.

Natixis Investment Managers Summit Highlights

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

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2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

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From the Summit: Ten Years After the Crisis: The Fallout and the Future

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.

Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

  • July 2, 2018
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.