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Alternative Market Briefing

Year-end outlook remains positive for Natixis

Thursday, July 22, 2021

B. G., Opalesque Geneva:

According to the Natixis Strategist Midyear Outlook survey, the long-term consequences of the last year will be slow to unfold. However, the year-end outlook remains constructive with few risks on the horizon. Furthermore, even as the market considers the first real dose of inflation in 13 years, complacency may actually be one of the biggest risks facing investors.

The H2-2021 survey participants include 42 portfolio managers, strategists, and economists representing Natixis Investment Managers, its affiliated asset managers, and Natixis Corporate and Investment Banking.

The 'Roaring Twenties' lived up to the hype in the first half of 2021 as most major indexes posted double-digit returns. In the second half of the year, along with rising returns, investors should watch inflation and valuations.

"The Wall of Worry continues to keep sentiment in check. We hear a lot of concerns about peak growth and we remind investors to not confuse peak growth and peak momentum. We expect the pace of the recovery to ease but ease to levels that are still very supportive for corporate earnings," says Jack Janasiewicz, portfolio manager & portfolio strategist for Natixis Investment Managers Solutions.

Asked to rank the risks that could derail the outlook, strategists put inflation (6.6) at the top of the list, followed by valuations (6.1) and complacency (6.0). No risk factor rated above an average of 7 on a scale of 10 in ......................

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