Geopolitical clouds start to clear

Natixis IM
By November 6, 2019 15:35

Geopolitical clouds start to clear

In Short

  • While some data misses continue, especially in manufacturing and in Europe, we believe that economic releases are pointing towards a stabilization in growth.
  • Optimism is spreading that the worst may be behind us, thanks to improvements in the trade dispute between the US and China, and the hope of a Brexit deal. We remain constructive on risk assets.
  • Sovereign yields are likely to continue their upward move on better geopolitical developments, though low growth and inflation should eventually act as a cap.

Natixis IM
By November 6, 2019 15:35


Featured Events & Webinars

Events & Webinars


"Is the #dollar’s stumble a sign of things to come?" -> by @CapitalGroup #usdollar #us #currency

#Webinar 9 December on #Frontier DebtMarkets @UBP_Group -> #EMD #EMSovereignBonds

#Webinar 14 December @CapitalGroup -> "#2021 #Outlook: Turning points on the road to #recovery":
We are pleased to announce the launch of our new #ESG thematic solution:
Nordea Global Social Empowerment Strategy

Can green and ethical investing help us build back better in a post-pandemic world? Find out in this @raconteur article written by @SustMeme.

It carries insights from a range of market perspectives and leading contributors with expertise in both sustainability and investment.

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