Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
Macro analysts Esty Dwek and Jack Janasiewicz look at how investors can be thinking about the global economy as Covid-19 inoculations get under way.
Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.
Macro and Market Views View More
Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Portfolio Manager Jack Janasiewicz on post-US election market dynamics, including Covid-19 vaccine implications and near-term risks and opportunities.
Research and Analysis View More
Get seven critical insights into how institutions will tackle risks, opportunities, and challenges in an uncertain 2021.
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Big Ideas View More
Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.
5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card
What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.