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Markets After the Vaccine: Challenges, Risks, and Opportunities

Macro analysts Esty Dwek and Jack Janasiewicz look at how investors can be thinking about the global economy as Covid-19 inoculations get under way.

Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Near-term challenges will remain, but improved treatments, consumer and business adaptations, and the vaccine rollout are reasons for optimism.

10 Potential Market Risks and Questions for 2021

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

Should Investors Be Leery of Inflation Risk?

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

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How Are Institutional Investors Viewing the Covid-19 Recovery?

Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.

View from Washington: The Transition from Trump to Biden

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.

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Beyond Covid: Better Times Ahead

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

2021 Outlook: Entering the Post-Covid World

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

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Making Sense of the 2020 Elections: What Happened – and What’s Next?

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.

November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

Will the 2020 Presidential Election Results Be Litigated?

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

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Rising to the Challenges of Retirement

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

October Outlook: Why Room for Growth – and Volatility – Remains

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

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Lessons in Leadership

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

Have Markets Become Addicted to Stimulus?

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

Fall Season: How Concerned Should Investors Be About Volatility?

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

View from Washington: A Supreme Court Seat Enters the Election Fray

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

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CEO Panel Talk: Investing with Purpose

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

Split Down the Middle

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

September Outlook: Data Continues to Point to a Measured Recovery

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

August Outlook: Is the Market Poised for a Breakout?

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

July Market Outlook: Slowly Reopening, with an Eye Toward Risks

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.

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The Road from Here: Global Market Perspectives with Bloomberg’s John Authers

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

As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

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.

Hazy Conditions: US-China Relations and Emerging Markets

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

June Outlook: New Market Dynamics and the Post-COVID-19 Recovery

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

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Resiliency & Risks in Global Financial Systems

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

Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

Election 2020: Coronavirus and the Politics of Federal Aid

US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.

Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.