Global Market Strategy

Beyond Covid: Better Times Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

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

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.

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

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

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

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

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