Natixis Investment Managers
Portfolio and macro research from Natixis Investment Managers.
France5 articlesLast published 25 Mar 2026
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Natixis Investment ManagersEquities
Tax trends and tactics Q1 2026: Tax season is open | Natixis Investment Managers
Natixis Investment Managers outlines Q1 2026 tax planning priorities including gain harvesting strategies for direct indexing portfolios, estimated tax payment considerations, updated 2026 401(k) contribution limits, and the new SECURE 2.0 Roth catch-up contribution rule. The piece also introduces "Trump accounts," a new tax-deferred savings vehicle for children, and reviews 2025 S&P 500 sector performance to highlight tax loss harvesting opportunities.
25 Mar 2026
Natixis Investment ManagersEquities
Tactical Take | Natixis Investment Managers
Natixis Solutions portfolio managers Jack Janasiewicz and Brian Hess discuss the drivers of a post-March equity market rally—led by AI-themed tech earnings, broad S&P 500 EPS growth of 23% YoY, and ongoing hyperscaler CapEx—alongside rotation within semiconductors from GPUs toward inferencing chips and memory. They also assess rising inflation risks (headline CPI at 3.8%, core PPI at 4–5%), Fed policy uncertainty following multiple FOMC dissents, and geopolitical risk as the primary headwind to continued market strength.
Natixis Investment ManagersMulti-Asset
Charts and Smarts | Natixis Investment Managers
Natixis multi-asset strategists Jack Janasiewicz and Garrett Melson present five chart-driven macro themes for May 2026, covering the divergence between nominal GDP and cooling personal incomes, AI-driven CapEx surging to near-90bps of GDP contribution, labor market stabilization without reacceleration, a potentially short-lived manufacturing inventory restocking cycle, and a Fed caught between abating downside labor risks and rising inflation skew. The overall view is cautious on nominal growth convergence to the downside, supportive of AI capex tailwinds for equities, and skeptical of outright Fed hikes while flagging hawkish jawboning as the likely near-term policy tool.
Natixis Investment ManagersEquities
Equities | Natixis Investment Managers
This page aggregates Natixis Investment Managers' equity research and commentary spanning 2024–2026, covering topics including international equities, AI's impact on software and infrastructure, value vs. momentum dynamics, mid-cap opportunities, and sector-specific themes such as energy and autos. Contributors include portfolio managers from Harris/Oakmark, Loomis Sayles, Mirova, and Vaughan Nelson, offering a broad range of perspectives on global equity markets.
Natixis Investment ManagersFixed Income
Fixed income | Natixis Investment Managers
Natixis Investment Managers' fixed income insights hub aggregates research, commentary, and video content spanning public and private credit, bond market dynamics, yield opportunities, credit spreads, and active fixed income strategies. Topics covered range from introductory bond basics to nuanced discussions on fallen angels, flexible strategies, and the public-private credit convergence trend.