Get data-driven analysis of today’s capital markets that looks beyond the headlines and helps you put current events into better context. It’s the pulse check you need to make strategic and tactical portfolio moves – and provides fuel for critical client conversations.
Macro analysis focused on one target. Your portfolio.
Put the power of leading global strategists, economists, and portfolio managers to work for you. Our experts continually monitor key themes around trends, opportunities, and risks. They have decades of experience analyzing challenging markets, which means you can benefit from insight that you simply can’t get anywhere else.
Our latest macro content
Tap into the latest macro insights on key issues from our strategists, investment managers, economists, and portfolio consultants.
Macro views
AIs, market highs, yields rise
Macro discussion covers artificial intelligence, stock market highs, bond market volatility, and positioning in the Natixis model investment portfolios.
Macro views
Macro outlook: Catalysts, confidence & cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Portfolio construction
Opportunity knocks in international stocks
While US stocks are getting all the glory, stocks in the MSCI World Index have also been providing attractive returns – and merit investors’ consideration.
A better game plan for cash
The Natixis Portfolio Playbook shows you how to discuss the real risks clients face when they opt for cash investments over the markets, as well as solutions for getting them back in the game.
Economic indicators
Access the resources you need to keep pace with a changing economic world – in a single place.
Fixed income
Fixed Income Dashboard
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Macro views
US Inflation Tracker
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Charts and Smarts
Research
The Natixis Center for Investor Insight’s global surveys of individual investors, financial advisors, and institutional investors provide a unique perspective on sentiment and key issues driving today’s markets.
Investment ideas
LSIIX
Loomis Sayles Investment Grade Bond Fund
Opportunistic, value-oriented fixed income portfolio actively managed by the Loomis Full Discretion Team.
NERYX
Loomis Sayles Core Plus Bond Fund
Benchmark-aware, relative return fixed income fund that combines traditional government securities with sectors outside the benchmark to pursue alpha.
LSGRX
Loomis Sayles Growth Fund
High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. 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.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Investors should fully understand the risks associated with any investment prior to investing.
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