Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions shares observations based on the largest private bank model portfolios his team analysed worldwide.
Related Articles
Searching for Growth in Emerging Markets
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income
With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
