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.

Strategic Views Into What’s Driving Today’s Investment Landscape
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

Listen

Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
September 15, 2023
Watch

Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
September 12, 2023 Brian Hess - Jack Janasiewicz - Garrett Melson
Watch

Why Extend Duration: Total Return in Fixed Income

What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.

August 21, 2023 Jack Janasiewicz

Economic Indicators

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

Monthly Inflation
Tracker

View the Tracker  

Charts and
Smarts

Download PDF  

Fixed Income Dashboard

View the Dashboard   


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

Investment Ideas

Listen Now or Subscribe

Subscribe to our channel on Apple Podcasts

Research



 

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.

4979176.2.2