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Macro views

Macro Corner: All eyes on the second half of 2024

July 02, 2024 - 7 min read

Natixis Investment Managers Solutions’ Mabrouk Chetouane, Head of Global Market Strategy, and Julien Dauchez, Head of Portfolio Consulting & Advisory, explore how economic indicators, central bank policy and regional dispersions are impacting the minds of investors, including:

  • What ‘higher for longer’ rates mean for both equities and fixed income investors
  • The link between growth rates, labour markets and central bank monetary policy
  • Which types of privates assets investors are allocating to in portfolios
  • How the traditional 60/40 portfolio is continuing to evolve


This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. The views and opinions are as of June 2024, and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

The provision of this material and/or reference to specific securities, sectors, or markets within this material does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. The analyses, opinions, and certain of the investment themes and processes referenced herein represent the views of the portfolio manager(s) as of the date indicated. These, as well as the portfolio holdings and characteristics shown, are subject to change. There can be no assurance that developments will transpire as may be forecasted in this material. The analyses and opinions expressed by external third parties are independent and does not necessarily reflect those of Natixis Investment Managers. Past performance information presented is not indicative of future performance.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.