Macro Insights

Designed to Help You Prepare

Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context. It’s the pulse check you need to make strategic and tactical portfolio moves – and provides fuel for critical client conversations.

Macro analysis focused on one target. Your portfolio.
Put the power of leading global strategists, economists, and portfolio managers to work for you. Our experts continually monitor key themes around trends, opportunities, and risks. They have decades of experience analyzing challenging markets, which means you can benefit from insight that you simply can’t get anywhere else.

Our Latest Macro Content

Tap into the latest macro insights on key issues from our strategists, investment managers, economists, and portfolio consultants. View all macro insights

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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
April 1, 2024 Brian Hess - Jack Janasiewicz
Listen

Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
March 12, 2024 Jack Janasiewicz

Opportunity Knocks in International Stocks

While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
February 27, 2024 David T. Reilly

Economic Indicators

Access the resources you need to keep pace with a changing economic world – in a single place.

Monthly Inflation
Tracker

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Charts and
Smarts

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Fixed Income Dashboard

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Geopolitics and Government Policy

Take a deep dive into what’s driving the political landscape in Washington DC and beyond – and how current events and regulatory changes may impact investors’ portfolios. See Policy & Politics updates

Diverse viewpoints aligned with one goal. Supporting You. Learn more.

Investment Ideas

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This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.

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