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Macro views

How wealth management portfolios are shaping up for 2024

January 29, 2024 - 3 min

How wealth management portfolios are shaping up for 2024

Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions looks at the moves wealth managers were making going into the final quarter of 2023 and discusses where the focus is heading into the new year.

 

  

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Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.
Macro views
Part 1: All eyes turn to the US-China relationship
Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts
What does the German ‘fiscal bazooka’ mean for Europe?
Macro views
What does the German ‘fiscal bazooka’ mean for Europe?
Germany’s ‘whatever it takes’ spending spree could see positive spillovers across Europe, though debt concerns persist.