Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Portfolio Manager Jack Janasiewicz discusses recent repositioning taken in light of the global coronavirus pandemic and presents some more thoughts on near-term market dynamics.
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.
Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
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