Natixis Investment Institute

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

PM Jack Janasiewicz on near-term market conditions in light of continued federal fiscal aid, monetary policy support, and the vaccine rollout.
Macro and Market Views View More  

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

As the Covid-19 recovery begins in earnest, our macro strategists discuss market conditions – including reopening opportunities and risks.

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.
Research and Analysis View More  

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Big Ideas View More  

This globally acclaimed author and broadcaster explains the difference between diversity and inclusion and practical takeaways for all.

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.
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- Disruption
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