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Natixis Investment Managers Solutions Portfolio Manager Jack Janasiewicz and Portfolio Strategist Garrett Melson discuss what they are seeing, analyzing, and anticipating for the global macro economy over the next six months. Topics include inflation, Fed policy, the health of the US consumer, forward-looking indicators, and the tug of war between rates and earnings. Common analysis techniques taken into consideration for model portfolios are also discussed.
CE Credit: 1.0 CFP®, CIMA®, CIMC®, CPWA®, RMA®.
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Investing involves risk, including the risk of loss. The views and opinions are as of June 13, 2024 and may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. Although Natixis Investment Managers believes the information provided in this material to be reliable, including that from third party sources, it does not guarantee the accuracy, adequacy or completeness of such information.
Natixis Advisors, LLC provides advisory services through its division Natixis Investment Managers Solutions. Advisory services are generally provided with the assistance of model portfolio providers, some of which are affiliates of Natixis Investment Managers, LLC.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers, LLC. Natixis Investment Managers does not provide tax or legal advice. Please consult with a tax or legal professional prior to making any investment decisions.
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