Global Strategist Outlook
Experts discuss the shape of the recovery, winners and losers, and the impact of the US election on the markets.
In this webinar Global Market Strategist Esty Dwek and Portfolio Manager & Strategist Jack Janasiewicz break down the results and implications for investor portfolios. Highlights include:
- Global recovery: shaped like a checkmark or a K?
- Why the earnings cycle may be more important than who is in the White House
- Can tech and health sectors keep powering the markets higher?
- The argument for ESG and gold in diversified portfolios
- Do central banks still have enough tools in the toolbox?
Sustainable investing focuses on investments in companies that relate to certain sustainable development themes and demonstrate adherence to environmental, social and governance (ESG) practices; therefore the universe of investments may be limited and investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. This could have a negative impact on an investor's overall performance depending on whether such investments are in or out of favor.
This material is provided for informational purposes only and should not be construed as investment advice.
Natixis Strategist Outlook survey conducted by CoreData Research, July 2020. Survey included 36 market strategists, economists and portfolio managers from across Natixis Investment Managers, its affiliated investment managers and Natixis Corporate & Investment Banking. The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.