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Macro Corner: What’s in store for Q4?

Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.

October 20, 2023
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Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Jack Janasiewicz - Garrett Melson
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Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

Why Everyone’s Talking About… Stagflation

Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

May 3, 2023
Views from the Collective: What follows the bank failures?

While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

April 14, 2023
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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.

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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
Why Everyone's Talking About… Silicon Valley Bank

Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?

March 14, 2023
Why Everyone's Talking About… Bonds

The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

March 8, 2023
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Yield Opportunities Now in Fixed Income Markets

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

March 6, 2023 Matthew J. Eagan
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What’s Driving Bond Markets Today?

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

February 17, 2023
Why Everyone's Talking About… Recession

The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

February 6, 2023
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2019 Global Insurance Survey

Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.

November 25, 2019
2019 Global Retirement Index

The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.

September 19, 2019
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

March 4, 2019