Macroeconomics
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Investment Outlook: Loomis Sayles
Macro headwinds and hints of a corporate profits recession leads Loomis Sayles to a cautious asset allocation stance tilted toward fixed income.
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.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.