Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

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Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel

Our panel of experts share insights about growth, volatility, and interest rates at Natixis’ 2020 Institutional Outlook event.

  • December 19, 2019
We’re on the Road to Nowhere: Natixis Strategist 2020 Outlook

Natixis strategists forecast little change in capital markets for 2020.

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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

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2020 Global Market Outlook: Can the Global Economy Stay on Track?

With no obvious shocks on the horizon, Chief Market Strategist David Lafferty believes 2020 market performance hinges on pace of global growth.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

ETFs and Index Investing in 2020: 3 Trends for Investors to Consider

A look at non-transparent ETFs, direct indexing, and fixed income ETF strategies with Nick Elward, Head of Business Development and ETFs at Natixis.

The Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Should Investors Worry About a Recession?

Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

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The State of Global Retirement Security

Our market strategists share insight into the state of retirement security today based on the results of the 2018 Global Retirement Index.

  • October 15, 2018


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