US Inflation Tracker

US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.

Fixed Income Dashboard

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

Listen
Revenge Spending and a Market U-Turn

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

Listen
Devils, Details, and Market Overhangs

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Listen
Sell the Angst, Buy the Tanks?

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

Watch
Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

Listen
Inflationary Doom Loop?

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

Listen
A Bout of Market Indigestion

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

Listen
Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Watch
Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Listen
November Sentiment Swing – Sell Now, Ask Questions Later

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

Green Bonds: The Revolution in Fixed Income

Mirova team members detail green bond basics, accelerating issuance, challenges, and their thoughtful methodology aimed to uncover only issues displaying integrity and ambition.

  • December 7, 2021
Listen
Trick or Treat? October Reversal

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

Listen
From the Consultant’s Desk: What’s happening under the surface?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

Watch
Institutional Investment Trends During the Covid Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.

Watch
Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.

Watch
2019 Natixis Global Survey of Individual Investors

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

  • July 15, 2019
Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

  • March 2, 2018