Macroeconomics
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
The Year of Dis-consensus
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
2024 Fund Selector Outlook
Fund selectors see an unfamiliar investment landscape in 2024.
Investment Outlook: Loomis Sayles
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
2024 Institutional Outlook
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
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.