Through shutdowns, lockdowns and even a few meltdowns, the Covid pandemic has shown us the worst public health crisis in a hundred years. But markets refused to give up, with the S&P posting gains of 18% in 2020 – and another 17% so far in 2021.

The big question for investment professionals: How do you prepare clients for what comes next?

Join Dave Goodsell, Executive Director of the Natixis Center for Investor Insight, and Jack Janasiewicz, Portfolio Manager at Natixis Investment Managers Solutions, as they dive into the results of the 2021 Natixis Global Survey of Individual Investors. They’ll look at key issues, including:

  • The widening gap between investor return expectations above inflation and what financial professionals say is realistic.
  • How investors define risk and how they plan to manage it.
  • How taxes should figure into the investment discussion and what investors should worry about.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of October 2021 and may change based on market and other conditions. 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. Actual results may vary.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.