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.
Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.
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.
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.
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.
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
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.
While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.
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.
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.
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.
Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.
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.
What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.