All Articles tagged with 'David Lafferty'

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U.S. Fed thoughts – 31 October, 2019

From Natixis Investment Managers

David Lafferty, Chief Market Strategist at Natixis Investment Managers, shares his thoughts on the potential outcome of the October FOMC meeting: 90% chance the Fed will cut “Based on futures

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31 Oct 2019

US/China trade headwinds will continue to be a drag

From Natixis Investment Managers

US/China trade headwinds will continue to be a drag on global growth. In isolation, very small effect on the US, larger on China. However, the cross-over effects to manufacturing will

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16 Sep 2019

Beyond trade and tariffs

From Natixis Investment Managers

Trade and tariffs Volatility has returned and the red hot stock market that began the year has now downshifted closer to neutral. While the macro data continues to be lackluster

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03 Jun 2019

Will passive save active?

From Ostrum Asset Management

This month, instead of a market rehash, we’ll turn to the ever-popular active vs. passive debate. Our objective is not to argue that one is better than the other –

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10 Nov 2017

Trump takes on US tax system – What’s it mean for investors?

From Ostrum Asset Management

Since the election of President Trump in November last year, markets have had an on-again off-again love affair with the prospects for comprehensive tax reform. With both houses of Congress

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27 Oct 2017

Commentary on North Korea – markets developing ‘Kim-fatigue’

From Ostrum Asset Management

“The most likely scenario for U.S./North Korea relations remains an uneasy status quo. First, outright military conflict seems unlikely. North Korea will continue to irritate the US and Asian allies

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22 Sep 2017

Hillary or Trump? How much does it matter to markets?

From Ostrum Asset Management

When we speak to investors both in and outside of the U.S., the presidential election is almost always the number one question on their minds. Our first caveat is to

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19 Oct 2016

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]