Global Market Strategy

By Esty Dwek

  • November 9, 2020

Esty Dwek - Market Flash 09 November 2020

Discover the point of view of Esty Dwek of Natixis Investment Managers Solutions.

Insights – In-depth research into key macroeconomic and market trends

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.

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?

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?
Perspectives – Monthly asset allocation strategy for durable portfolio construction

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.

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.

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.