Watch
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
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.

July 28, 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.

July 24, 2023
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.

July 24, 2023 Dave Goodsell
Watch
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.

Watch
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.

May 15, 2023 Financial Professional content – requires login
Watch
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.

Watch
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.

April 6, 2023
Listen
March 22 Fed Meeting Recap

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

March 23, 2023 Garrett Melson
Credit Suisse and the Implications for European Banking

While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

March 16, 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
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
DNCA: Convictions & Outlook - Q3 2022

Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

October 17, 2022 Financial Professional content – requires login