Natixis Insights

What does the equity market path look like for 2025? Jack Janasiewicz and Brian Hess discuss in this edition of Tactical Take.

Jack Janasiewicz and Brian Hess discuss inflation trends and market insights for 2025 in December’s Tactical Take.

Kevin McCullough and Mark Cintolo discuss reinvestment risk, limiting concentration risk, and diversifying across multiple macroeconomic paths.

Jack Janasiewicz and Brian Hess discuss economic and market trends post-election and the Natixis portfolio strategy.

Jack Janasiewicz and Brian Hess discuss China’s stimulus, the Fed’s rate cut, and allocation moves for Natixis models.

Macro experts dive into the latest market corrections and the effects of interest rate cuts. They discuss how political events, especially President Biden's performance, are shaking up the markets. The conversation shifts to Trump's policies and their influence on equity growth despite inflation fears. With recession odds in mind, they analyze how economic data and Federal Reserve signals are shaping market expectations. Finally, they explore investment strategies that navigate the contrasting performances of small and large cap stocks amid ongoing volatility.

Explore the shifting landscape of advisor portfolios as major tech stocks impact market performance. Discover the trend toward fixed income investments amidst an improving economic outlook. Advisors are recalibrating their strategies, influenced by reduced inflation fears, embracing a more optimistic view on the potential for a 'soft landing' scenario.

Discussion of asset allocation trends in institutional and financial advisor model portfolios analyzed by Natixis Investment Managers Solutions portfolio consultants.

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.

Macro experts discuss earnings estimates, growth expectations, rate cuts, and positioning in the Natixis model portfolios.