Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.
Investors struggle to reset expectations for a new market environment.
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Founded in 2010, the Natixis Center for Investor Insight is a global research initiative focused on the critical issues shaping today’s investment landscape.