Macroeconomics
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.
Investment Outlook: Loomis Sayles
Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.
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.
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.
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.
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.
Where are Global Financial Institutions Allocating Assets in 2023?
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.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
Credit Suisse and the Implications for European Banking
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
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?
DNCA: Convictions & Outlook - Q3 2022
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.