Market Outlook

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

Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

Market Strategist Alex Pire of Seeyond looks at the COVID-19 vaccine timeline, Brexit, and other potential near and long-term risks facing investors.

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

A look at the major components of the candidate’s tax policy proposals and their potential implications for markets and portfolios.

The question of whether additional federal aid dollars are forthcoming continues to be debated – here’s a look at the timeline and potential outcomes.

Our experts weigh in on the shape of the recovery, crisis winners and losers, and the potential impact of the US election on capital markets and the economy.

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

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.

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

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

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.

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

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.

Global Market Strategist Esty Dwek discusses the shape of the recovery, likely winners and losers, the outlook for bonds, and what risks may lie ahead.

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

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.

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

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

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.