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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Jack Janasiewicz
Fixed income in flux – The case for a new outlook

Francois Collet, Deputy CIO for fixed income at DNCA discusses his current outlook for markets, what could upset this view why he believes that nimbleness and true diversification will be essential in the current market.

February 29, 2024
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What’s It Take to Be an AI Winner?

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

February 22, 2024 Aziz V. Hamzaogullari
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  • Annual Market Review & Outlook – Private Assets - 2024: Mirova

    Mirova presents its outlook for private markets in 2024.

    February 16, 2024
    EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

    Loomis Sayles examines the potential impact of 3 investment themes on EM equities in 2024

    February 5, 2024
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  • Annual Market Review & Outlook – Listed Assets - 2024: Mirova

    Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.

    February 5, 2024 Hervé Guez
    Economic and Financial Outlook 2024

    When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

    January 31, 2024
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    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.

    January 30, 2024
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    2024: Out of the shadows… but surprises in store?

    If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.

    January 29, 2024
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  • Investment Outlook: Loomis Sayles

    Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

    January 24, 2024
    Why Everyone’s Talking About… Market Timing

    Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

    January 23, 2024
    The Year of Dis-consensus

    A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.

    January 18, 2024
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    Backdrop for Bond Investing Brighter in 2024

    Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

    January 2, 2024
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    Could Small Cap Stocks Be a Sweet Spot in 2024?

    Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

    December 21, 2023
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    Macro Outlook: Turn the Page

    Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

    December 15, 2023 Jack Janasiewicz - Garrett Melson
    The Alternative Outlook for 2024

    With the potential for long-term value creation without the volatility of public markets, many investors remain bullish about private assets in 2024.

    December 14, 2023
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    The Forecast for Fixed Income

    Our experts from DNCA, Loomis Sayles, and Ostrum discuss the outlook for fixed income and where they see specific opportunities across different grades, duration, and regions.

    December 13, 2023
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  • EM Corporates & ESG: A Surprisingly Strong Opportunity Set

    Loomis Sayles argues against three major misconceptions around ESG investing in the EM corporate space.

    November 28, 2023
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    Where are the opportunities in equities?

    Our experts from Loomis Sayles, Ossiam and Thematics AM discuss the outlook for global equities and where they see specific opportunities across different styles, segments, and themes.

    November 15, 2023
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  • Why Everyone’s Talking About… European Equities

    European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?

    October 27, 2023
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    Macro Corner: What’s in store for Q4?

    Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.

    October 20, 2023
    Fixed Income: Are individual investor fears justified?

    Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.

    September 22, 2023
    Natixis IM Solutions – Market Review – July 2023

    Latest global market reviews from Natixis Investment Managers Solutions.

    August 15, 2023
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    ESG – Short-Term Trends, Long-Term Evolution

    Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.

    July 17, 2023
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    Fixed Income Outlook: More Yield to Be Had?

    An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

    June 26, 2023
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    Monthly Viewpoints: Relief? Rebound? Risk? The Outlook for H2

    Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.

    June 19, 2023
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  • Why Everyone’s Talking About… Artificial General Intelligence

    We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

    May 24, 2023
    Identifying Value in the Crossover Corporate Bonds Space

    Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

    May 24, 2023 Matthew J. Eagan
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    Searching for Growth in Emerging Markets

    Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.

    May 15, 2023
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  • Why Everyone’s Talking About… Stagflation

    Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

    May 3, 2023
    Views from the Collective: Bumps on Fixed Income’s Road Back

    Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.

    April 25, 2023
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  • Views from the Collective: What follows the bank failures?

    While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

    April 14, 2023
    Why Everyone's Talking About… Bonds

    The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

    March 8, 2023
    Why Everyone's Talking About… Recession

    The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

    February 6, 2023
    DNCA – 2022 Overview & 2023 Outlook

    DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.

    February 3, 2023
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  • Why Everyone's Talking About… The Metaverse

    The metaverse is about to change everything. What does this mean for investors?

    September 28, 2022
    Why Everyone's Talking About… The Future of Work

    Covid has ushered in a working revolution. Will it be peaceful or disruptive?

    August 24, 2022
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    International Women’s Day: Senior Executives Reflect on Their Experiences

    This International Women's Day, Madeline Ho and Celeste Tay, senior executives and industry pioneers, candidly discuss the experiences of women in finance. They highlight their career aspirations and challenges--and share tools for empowerment.

    March 12, 2020
    Welcome to the Meh Market

    After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

    August 8, 2019 Dave Goodsell