Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.
Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.
Loomis, Sayles & Co.’s Senior Macro Strategies Analyst Craig Burelle presents his 2021 investment outlook.
Inflation is unlikely to be a concern amid an accommodative monetary environment, while risk assets remain attractive despite the risk of reversals, writes Esty Dwek of Natixis IM Solutions.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
With the pandemic’s cloud over company fundamentals not moving any time soon, uncertainty over valuations are likely to add to potential volatility, writes Seeyond’s Nicolas Just
Healthcare spending and government balance sheets are just two of the pandemic responses likely to last for some time, writes Mirova’s Amber Fairbanks
Private market allocations and the maturing of ESG will take their place as the market seeks innovative solutions, writes MV Credit’s Nicole Downer
Uncertainty defines the tentative recovery, but changing consumption habits and strengthening ESG data present opportunities, writes Ossiam’s Etienne Vincent
Investors to turn to increasingly inventive approaches in search of yield amid a calming political and medical picture, write Ostrum’s Stéphane Déo and Philippe Berthelot
Pent-up demand unlocked and the revival of Chinese growth are causes for optimism for 2021, with strong performances across sectors and markets likely, writes Craig Burelle.
A look at the recent China defaults: what happened and what can be expected in 2021.
Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, provides insights on international markets and near-term outlook.
Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.
Natixis Investment Managers Solutions latest thinking on what’s moving markets.
A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.
What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.
Measure, Engage and Understand markets with this quarter's Mirova Newsletter “Creating Sustainable Value"
Dorval’s Macro Corner: The economy now has a good chance of making up the ground lost in 2020 much more quickly than expected in 2021
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.
A contested election could lead to market volatility, but it may not be a foregone conclusion.
In the midst of conflicting market signals, Seeyond provides its quantitative market analysis and outlook.
Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
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?
PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
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.
What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.
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.
The COVID-19 health crisis is not over yet. Many are ready to imagine what a world post-coronavirus could and should look like. Mirova is one of them.
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.
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.
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management
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.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
The integration of global markets and the algorithmic trading has impacted market structure. How can investors adapt their strategies to this new reality
Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.
As the severe confinement ends, questions arise about the political, fiscal, social, economic and financial consequences of the coronavirus crisis.
The Covid-19 crisis clearly is unprecedented. Seeyond explains why we should analyze its consequences on market behavior with humility and cautiousness.
Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, talks with Natixis’s Esty Dwek about managing volatility today.
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.
Oil market has recently made the news with negative prices. This is an opportunity to highlight the parallel between the Oil and Volatility markets.
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.
The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.
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?
Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.
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.
With the world dealing with the impact of COVID-19, our Head of Global Market Strategy looks at three possible scenarios that could to unfold in the economy and markets.
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.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth
Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.
European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition
Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.
Can you combine Artificial Intelligence (AI) and ESG? This question was at the core of a fascinating debate between two AI experts.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Equity valuations appear expensive. It doesn’t necessarily mean that there are no more investment opportunities in the markets.
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
The rally in equities can continue, although decent earnings results will be needed to maintain momentum.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
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.
Dorval AM's monthly analysis on macro and micro-economics, valuations and market dynamics.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
A tailored investment approach reconciling economic, environmental, and social value creation.
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.