Cash is out, equities are in, and fixed income remains ripe with opportunity, according to a survey of global financial institutions (GFIs) conducted by Natixis Investment Managers. For years now, the firm has aggregated the public outlooks of a cross-section of these firms on an annual basis, providing insight into how they are thinking about the year ahead and, importantly, how that thinking changes over time.
“These GFIs tend to be an excellent bellwether for what the rest of the market will be doing,” says Julien Dauchez, head of portfolio consulting at Natixis IM.
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