Delta Variant Is Another Brick in Market’s Wall of Worry

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.

Listen
Peak Everything?

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

Natixis Strategist Midyear Outlook

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.

2021 Halftime Report: What’s Ahead for Markets

What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.

Are Bidenomics the Beginning of a New Economic Era?

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?

What Does Fed Surprise Really Mean for Investors?

The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.

Watch
Midyear Outlook: Growth – but New Risks – Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.

Tax Management in a Strong Market

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.

Policy & Politics: Infrastructure and the Path Ahead

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

Listen
Policy & Politics: Paving the Way for Infrastructure via Taxes

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

Watch
6 Things to Watch as the Global Recovery Ramps Up

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

Market Outlook: Reflation Trade Not Over

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

Market Outlook: Why Inflation Worries May Be Exaggerated

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

Fed Watch: Why Inflation Expectations Are Likely to Continue

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

The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?

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

Yields Take Off: How Might Markets React?

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

Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

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.

Post-Pandemic Markets: Why Reflation May Not Equal Inflation

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

Watch
Brexit and European Trade: What’s Been Accomplished – and What’s Next?

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

It’s All Fun and GameStop, Until Someone Loses an Eye

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.

Watch
10 Factors to Shape the Recovery with Nouriel Roubini

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.

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.

Watch
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.

Will the 2020 Presidential Election Results Be Litigated?

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

Watch
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.

Watch
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.

Watch
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.

Assessing the Impact of Biden’s Tax Proposal on Investment Returns

The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.

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.