Select your local Natixis site for products and services by region

Americas
Latin America
United States
United States Offshore
Asia Pacific
Australia
Hong Kong
Japan
Korea
Singapore
Europe
Austria
France
Germany
Italy
Spain
United Kingdom
Location not listed?
International
eagle
Next decade investing
The seismic shifts shaping the investment landscape today, and the key trends that will continue to define investor thinking over the next ten years.
Equities

Current drivers of global equity markets

August 06, 2024 - 3 min read

After hitting new highs in the first half of 2024, what might the next six months and beyond have in store for global equity markets? Chris Wallis, CEO, CIO, and Senior Portfolio Manager at Vaughan Nelson shares his global macro outlook, what areas are offering the most value, and risks investors should consider. 

  • Pickup in economic activity: global growth should be stronger in the second half, with the end of a global industrial recession, pickup in Asia and the US, and liquidity provisioning by the major central banks.
  • Mid cap appeal: valuations, fundamentals, and earnings growth potential should favor medium-sized capitalization companies in 2H.
  • Value in select companies: going forward, equity markets won’t be sector driven, but by individual companies.
  • Prepare for choppy markets ahead: normalization of interest rates, geopolitics, elections, and inflationary pressures, should make markets choppy. Investors should remember to take advantage of that volatility. 

This communication has been provided for information purposes only to investment service providers or other Professional Clients, Qualified or Institutional Investors, and licensed financial service providers . This communication must not be used with Retail Investors. It is the responsibility of each investment service provider to ensure that the offering or sale of fund shares or third party investment services to its clients complies with the relevant national law.

Natixis Investment Managers is the holding company of a diverse line-up of specialised investment management and distribution entities worldwide. The investment management subsidiaries of Natixis Investment Managers conduct any regulated activities only in and from the jurisdictions in which they are licensed or authorized. Their services and the products they manage are not available to all investors in all jurisdictions.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.L.C , and Natixis Investment Managers International. For a comprehensive list, please visit: https://www.im.natixis.com/intl/podcasts-and-other-media.

The provision of this communication and/or reference to specific securities, sectors, or markets within this communication does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of any regulated financial activity. Investors should consider the investment objectives, risks and expenses of any investment carefully before investing. The analyses, opinions, and certain of the investment themes and processes referenced herein represent the views of the individual(s) as of the date indicated. These, as well as the portfolio holdings and characteristics shown, are subject to change and cannot be construed as having any contractual value. There can be no assurance that developments will transpire as may be forecasted in this material. The analyses and opinions expressed by external third parties are independent and does not necessarily reflect those of Natixis Investment Managers. Any past performance information presented is not indicative of future performance.

Although Natixis Investment Managers believes the information provided in this communication to be reliable, including that from third party sources, it does not guarantee the accuracy, adequacy, or completeness of such information. This material may not be distributed, published, or reproduced, in whole or in part.