Global Strategist Outlook

Experts discuss the shape of the recovery, winners and losers, and the impact of the US election on the markets.

The Natixis Strategist Outlook survey, conducted in July, came on the heels of a dramatic market downturn and equally dramatic rebound – both of which were the fastest in history. It also came as the world was coming to grips with the economic and social fallout from the coronavirus pandemic. More than 30 strategists from across the Natixis complex shared their opinions on market risks, prospects for recovery, and the likely impact of the US election. We found remarkable consistency in their views – except for one critical question: What does it mean for markets in the final months of the year?

In this webinar Global Market Strategist Esty Dwek and Portfolio Manager & Strategist Jack Janasiewicz break down the results and implications for investor portfolios. Highlights include:

  • Global recovery: shaped like a checkmark or a K?
  • Why the earnings cycle may be more important than who is in the White House
  • Can tech and health sectors keep powering the markets higher?
  • The argument for ESG and gold in diversified portfolios
  • Do central banks still have enough tools in the toolbox?
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore the universe of investments may be limited and investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. This could have a negative impact on an investor's overall performance depending on whether such investments are in or out of favor.

This material is provided for informational purposes only and should not be construed as investment advice.

Natixis Strategist Outlook survey conducted by CoreData Research, July 2020. Survey included 36 market strategists, economists and portfolio managers from across Natixis Investment Managers, its affiliated investment managers and Natixis Corporate & Investment Banking. The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

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