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

Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
May 23, 2023 Mark J. Cintolo
Listen

Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
May 11, 2023 Jack Janasiewicz
Watch

Fixed Income Pulse: What You Need to Know

Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.
May 10, 2023 Dave Goodsell - Jack Janasiewicz - Richard G. Raczkowski

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

Registration Advert for Midyear Outlook June 21, 2023 at 1PM ET

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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