Natixis Investment Managers Solutions’ Mabrouk Chetouane, Head of Global Market Strategy, and Julien Dauchez, Head of Portfolio Consulting & Advisory, explore how economic indicators, central bank policy and regional dispersions are impacting the minds of investors, including:
- What ‘higher for longer’ rates mean for both equities and fixed income investors
- The link between growth rates, labour markets and central bank monetary policy
- Which types of privates assets investors are allocating to in portfolios
- How the traditional 60/40 portfolio is continuing to evolve