Natixis Investment Managers Solutions latest thinking on what’s moving markets.
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.
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.
COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.
Portfolio managers from DNCA, Harris Associates, Loomis Sayles, Mirova, Ostrum, Seeyond and Thematics AM provide their perspectives on the road to recovery.
Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.
COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?
VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.