What might year three of the global pandemic mean for markets? Are there certain sectors, markets, or asset classes that investors should be considering for their portfolios? Where are the biggest risks? How can income-focused investors position portfolios for potential interest rate rises?
Portfolio Managers and Strategists from across the Natixis Investment Managers complex assess the investment landscape for 2022 and share insights on opportunities and obstacles for varying asset classes.
Natixis Macro & Market Views
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Ostrum outlook – 2022 – Ibrahima Kobar
Ibrahima Kobar, Chief Investment Officer.