Global Market Strategy

By Esty Dwek

  • September 9, 2020

Esty Dwek - Market Flash 03 September 2020

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

Flash - Ad-hoc short and sharp analysis of the events that are moving markets

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

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?
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Midyear Outlook 2020: Selloff. Rebound. What’s Next?

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.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.
Perspectives – Monthly asset allocation strategy for durable portfolio construction

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.

August Outlook: Is the Market Poised for a Breakout?

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