Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
Macro and Market Views View More
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Research and Analysis View More
The 2021 Natixis Global Survey of Individual Investors reveals how the global pandemic affected investors’ finances, health, and emotions.
How to leverage ESG to better understand clients, deepen relationships, and enhance practices is discussed by a panel of ESG specialists.
Investors and professionals are warming up to the potential of ESG. Our research offers insight into five critical questions about ESG investing.
Big Ideas View More
Introduction to Bitcoin, including the mining process, the impact of “halving cycles” on pricing trends, and price performance since 2010.
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.