Macroeconomics
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Annual Market Review & Outlook – Private Assets - 2024: Mirova
Mirova presents its outlook for private markets in 2024.
2024 Fund Selector Outlook
Fund selectors see an unfamiliar investment landscape in 2024.
Annual Market Review & Outlook – Listed Assets - 2024: Mirova
Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.
Investment Outlook: Loomis Sayles
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
The Year of Dis-consensus
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
2024 Institutional Outlook
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
Why Everyone’s Talking About… European Equities
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
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.
Global Investment Opportunities in the Energy Transition
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
2023 Strategist Outlook: Turn the Page
When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.
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.
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?
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?