What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.
Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Learn about the committee that provides capital market views and asset allocation guidance for consulting clients and tactical model portfolios.
Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.
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.
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.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
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 contested election could lead to market volatility, but it may not be a foregone conclusion.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?