Macroeconomics
An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Mirova presents its outlook for private markets in 2024.
Fund selectors see an unfamiliar investment landscape in 2024.
Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.
This paper examines how investors can take advantage of investment opportunities in the global energy transition, while managing risks to their portfolios.
When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?