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Market Outlook: Reflation Trade Not Over

Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.

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Global Market Strategy

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

Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

  • April 30, 2021
Lessons from 100 Days of Biden Lessons from 100 Days of Biden

What President Biden’s first 100 days have told us about his priorities, how US-China relations may be, and which policies might impact global markets are analyzed.

DNCA Investment Outlook – April 2021 DNCA Investment Outlook – April 2021

Despite the health situation remaining complex, the economic outlook is improving.

  • April 28, 2021
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Mega Trends: What Themes will Define the Decade? Mega Trends: What Themes will Define the Decade?

As the global economy undergoes its biggest changes in a generation, we unpack the themes underpinning the next decade of growth.

Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Equity Insight: Identifying Value in International Small Caps Equity Insight: Identifying Value in International Small Caps

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

  • April 13, 2021
Loomis Sayles Investment Outlook Loomis Sayles Investment Outlook

Loomis, Sayles & Company’s Senior Macro Strategies Analyst Craig Burelle presents his 2021 investment outlook.

  • April 12, 2021
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Post-Pandemic Emerging Market Trends: Adaptations, China, ESG Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Market Outlook: Why Inflation Worries May Be Exaggerated Market Outlook: Why Inflation Worries May Be Exaggerated

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

The Glass Ceiling, Piece by Piece
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The Glass Ceiling, Piece by Piece

An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.

  • March 30, 2021
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Seeyond Macro Insight : Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation Seeyond Macro Insight : Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation

Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.

Banking, Finance, and the Biden Agenda: What’s Ahead?
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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

  • March 24, 2021
Inflation, Interest Rates and the Fixed Income Landscape Inflation, Interest Rates and the Fixed Income Landscape

Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.

  • March 22, 2021
Fed Watch: Why Inflation Expectations Are Likely to Continue Fed Watch: Why Inflation Expectations Are Likely to Continue

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

Seeyond Market Insights: The Trend is Your Friend Seeyond Market Insights: The Trend is Your Friend

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

Blowing Out Subscription Economy Strategy's 1st Candle
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Blowing Out Subscription Economy Strategy's 1st Candle

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

  • March 18, 2021
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Are Digital Currencies the Future of Money? Are Digital Currencies the Future of Money?

Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.

  • March 18, 2021
5G: Connecting the World 5G: Connecting the World

Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.

  • March 18, 2021
The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets? The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

Seeyond Market Insights : Bitcoin and Cryptocurrencies, The Three Waves Seeyond Market Insights : Bitcoin and Cryptocurrencies, The Three Waves

Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.

  • March 15, 2021
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What Might More Vaccinations and New Stimulus Mean for Markets?
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What Might More Vaccinations and New Stimulus Mean for Markets?

As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.

Post-Crisis Washington: How Might Politics Inform New Legislation?
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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

2021 Outlook: Three Questions for Loomis Sayles Sector Teams 2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
Seeyond Equity Insights : Stock market exuberance Seeyond Equity Insights : Stock market exuberance

Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.

Yields Take Off: How Might Markets React? Yields Take Off: How Might Markets React?

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses

As the world economy has already reached its pre-crisis level, an almost complete catch-up of the lost ground in terms of growth becomes more plausible.

Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

  • February 24, 2021
Post-Pandemic Markets: Why Reflation May Not Equal Inflation Post-Pandemic Markets: Why Reflation May Not Equal Inflation

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Brexit and European Trade: What’s Been Accomplished – and What’s Next?
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Brexit and European Trade: What’s Been Accomplished – and What’s Next?

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

Housing Finance Reform and the Biden White House: What’s Next?
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Housing Finance Reform and the Biden White House: What’s Next?

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

Wolves of Wall Street : Seeyond’s take on The GameStop Saga
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Wolves of Wall Street : Seeyond’s take on The GameStop Saga

Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.

AlphaSimplex: Trends Everywhere 2020 AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

  • February 5, 2021
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View from Washington: US Foreign Policy under President Biden
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View from Washington: US Foreign Policy under President Biden

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

It’s All Fun and GameStop, Until Someone Loses an Eye It’s All Fun and GameStop, Until Someone Loses an Eye

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

DNCA Outlook for 2021 DNCA Outlook for 2021

The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.

  • February 2, 2021
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10 Factors to Shape the Recovery with Nouriel Roubini
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10 Factors to Shape the Recovery with Nouriel Roubini

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

Are We in a Market Bubble? Probably Not – Here’s Why Are We in a Market Bubble? Probably Not – Here’s Why

Talk of a market bubble abounds and has for some time. Rather than track headlines, investors may want to consider risk appetite and guidance from the Fed.

Seeyond Outlook for 2021 Seeyond Outlook for 2021

Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.

10 Potential Market Risks and Questions for 2021 10 Potential Market Risks and Questions for 2021

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

Vaccines Drive Optimism – But Are They Already Priced In? Vaccines Drive Optimism – But Are They Already Priced In?

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.

Should Investors Be Leery of Inflation Risk? Should Investors Be Leery of Inflation Risk?

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

Vaccine Uncertainty and Easy Monetary Policies to Drive Volatility Vaccine Uncertainty and Easy Monetary Policies to Drive Volatility

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.

  • December 30, 2020
The Economy Digitises as Healthcare Comes to the Fore The Economy Digitises as Healthcare Comes to the Fore

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

  • December 29, 2020
Investors Turn to Private Assets in Search for Yield Investors Turn to Private Assets in Search for Yield

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

  • December 29, 2020
ESG Shines as Europe and US Diverge ESG Shines as Europe and US Diverge

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

  • December 29, 2020
Quest for Yield Continues Amid Mammoth QE Quest for Yield Continues Amid Mammoth QE

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.

  • December 29, 2020
China Leads Recovery Amid New Global Monetary Regime China Leads Recovery Amid New Global Monetary Regime

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.

  • December 24, 2020
Reality Check: Looking Behind the Headlines of the Recent China Defaults Reality Check: Looking Behind the Headlines of the Recent China Defaults

A look at the recent China defaults: what happened and what can be expected in 2021.

  • December 21, 2020
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Assessing the Impact of Green Energy on US and European Utilities Assessing the Impact of Green Energy on US and European Utilities

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

  • December 17, 2020
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021 After the Catch-up: On Investors, Markets, and a Return to Normal in 2021

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.

View from Washington: The Transition from Trump to Biden View from Washington: The Transition from Trump to Biden

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.

Seeyond Market Insights Seeyond Market Insights

Frank Trividic, Deputy Chief Investment Officer at Seeyond, provides insights on international markets and near-term outlook.

Beyond Covid: Better Times Ahead
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Beyond Covid: Better Times Ahead

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

How to Best Support Investors During the Covid-19 Crisis How to Best Support Investors During the Covid-19 Crisis

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.

  • December 11, 2020
Taking a Pandemic Pulse Check on Fixed Income Allocations Taking a Pandemic Pulse Check on Fixed Income Allocations

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

  • December 10, 2020
2021 Outlook: Entering the Post-Covid World 2021 Outlook: Entering the Post-Covid World

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

Dorval’s Macro Corner: Vaccine and Joe Biden Unlock Confidence in Strong Global Recovery in 2021 Dorval’s Macro Corner: Vaccine and Joe Biden Unlock Confidence in Strong Global Recovery in 2021

Dorval’s Macro Corner: The economy now has a good chance of making up the ground lost in 2020 much more quickly than expected in 2021

Making Sense of the 2020 Elections: What Happened – and What’s Next?
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Making Sense of the 2020 Elections: What Happened – and What’s Next?

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.

Election 2020: Record Turnout, Razor-Thin Results, What Now? Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
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A Changing Landscape: Loomis Sayles Asia High Yield Team Outlook A Changing Landscape: Loomis Sayles Asia High Yield Team Outlook

Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.

  • November 1, 2020
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November Outlook: Market Conditions After the Vote November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

US Election Scenarios US Election Scenarios

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.

Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

  • October 21, 2020
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Will the 2020 Presidential Election Results Be Litigated? Will the 2020 Presidential Election Results Be Litigated?

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

A Wall of Worry: What Opportunities in the Midst of Headwinds? A Wall of Worry: What Opportunities in the Midst of Headwinds?

In the midst of conflicting market signals, Seeyond provides its quantitative market analysis and outlook.

Opportunities in the Emerging Recovery Opportunities in the Emerging Recovery

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

Rising to the Challenges of Retirement
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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.

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

Lessons in Leadership
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Lessons in Leadership

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.

Have Markets Become Addicted to Stimulus? 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?

Fall Season: How Concerned Should Investors Be About Volatility? 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.

View from Washington: A Supreme Court Seat Enters the Election Fray View from Washington: A Supreme Court Seat Enters the Election Fray

VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.

Reflections on Ten Years in Trend Following Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

  • September 23, 2020
CEO Panel Talk: Investing with Purpose
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CEO Panel Talk: Investing with Purpose

What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.

Split Down the Middle 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? 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 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 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.

Measuring the Sustainability of US Economic Recovery in COVID Times
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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? Would President Biden Be Bad for Markets?

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

Assessing Increasing COVID-19 Case Counts and Markets
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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? 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 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.

Regular Investing: Don’t Get Blown Off Course Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020
July Market Outlook: Slowly Reopening, with an Eye Toward Risks 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.

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

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

Ostrum AM’s Monthly Market Update (June)
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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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As the US Reopens, How Likely Is a Second COVID-19 Lockdown? As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

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.

Hazy Conditions: US-China Relations and Emerging Markets Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

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

COVID-Recession Dynamics & Differences
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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.

Resiliency & Risks in Global Financial Systems
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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 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.

Dorval’s Macro Corner: Some Legitimate Worries Dorval’s Macro Corner: Some Legitimate Worries

As the severe confinement ends, questions arise about the political, fiscal, social, economic and financial consequences of the coronavirus crisis.

Winter is…coming? Winter is…coming?

The Covid-19 crisis clearly is unprecedented. Seeyond explains why we should analyze its consequences on market behavior with humility and cautiousness.

Election 2020: Coronavirus and the Politics of Federal Aid 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? 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.

Q&A with Jens Peers, Mirova – Serious About Sustainability
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Q&A with Jens Peers, Mirova – Serious About Sustainability

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.

  • April 30, 2020
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Last Contango in Paris : What oil markets tell us about volatility markets Last Contango in Paris : What oil markets tell us about volatility markets

Oil market has recently made the news with negative prices. This is an opportunity to highlight the parallel between the Oil and Volatility markets.

Protecting Your Portfolio in a Downmarket with Aziz Hamzaogullari
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Protecting Your Portfolio in a Downmarket with Aziz Hamzaogullari

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.

DNCA Investment Outlook – April 2020 DNCA Investment Outlook – April 2020

The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.

  • April 17, 2020
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Growth Scenarios Ahead
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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.

Data Privacy Regulation in the US 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.

The Extension of the Economic Cycle Favors a Broadening of the Equity Rally The Extension of the Economic Cycle Favors a Broadening of the Equity Rally

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.

Too Early for Pessimists 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.

The Battle Against Slowing Growth Takes Shape The Battle Against Slowing Growth Takes Shape

Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

Beta and the Bull Run Beta and the Bull Run

Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run.

  • April 30, 2019
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Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

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

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