Markets

Details, dilemmas, and timing of President Biden’s $4 trillion infrastructure plans and tax hikes are covered by our DC-based government affairs specialist.

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.

Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

What President Biden’s first 100 days have told us about his priorities, how US-China relations may be, and which policies might impact global markets are analyzed.

The Loomis Sayles Municipal Bond Team provides an overview on the current municipal bond market and their outlook for the remainder of the year.

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

Loomis Sayles credit research analysts believe that while Texas may have thawed out after its winter storm crisis, the repercussions are far from over.

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

Portfolio Manager and Chief Investment Officer David Herro, CFA^® of Harris Associates provides his take on the post-pandemic investment landscape.

Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

The Loomis Sayles Short Duration Income ETF (LSST) takes an active approach to risk-first fixed income.

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

While markets may take the occasional breather, evidence suggests that positive fundamentals will remain as global Covid-19 inoculations gain steam.

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

Talk of a market bubble abounds and has for some time. Rather than track headlines, investors may want to consider risk appetite and guidance from the Fed.

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

Gauging the potential market effects of the post-pandemic economy on the exchange-traded funds universe.

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

The transition to renewable power has raised concerns among investors with stakes in utilities supported by more conventional power generation facilities.

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.

While the health crisis is ongoing, the prospects of vaccines suggest the beginning of the end of the pandemic.

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.

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

Systematic trading strategies can’t predict election outcomes, but short-term market trends can offer insights and opportunities for investment.

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

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.

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.