Global Network News, May 1, 2013

Stocks reach new highs – is the rally here to stay?

The steady stream of cash that has flowed in to stocks in 2013 has pushed stock indexes around the world higher – a move defying many expectations for a pullback. Along the way, investors have shrugged off some mixed economic data, as well as worries about Cyprus and the U.S. federal budget crisis.

Four investment experts from Natixis Global Asset Management share their views about the future direction of stocks – including whether or not the markets have room to run.

In this Issue

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Justin Sheperd

Aurora Investment Management

Near term, Justin Sheperd anticipates further upside to the equity markets, predicated on reasonable valuations, continued slow and steady growth in the U.S., stability in China and no major blow-ups in Europe.

“Macroeconomic and... Read full answer

Richard D. Skaggs

Loomis, Sayles & Company

“The tendency for equities to lag during the summer has been well documented, even if the reasons for it are hard to pin down,” said Richard Skaggs.

Skaggs believes the summer of 2013 may be less volatile than recent years for... Read full answer

Philippe Waechter

Natixis Asset Management

The European market improvement that has occurred since last fall has stemmed from a change in the perceived risk level of two situations, according to Philippe Waechter: (1) Chinese economic growth and (2) stability in the euro area. Both situations got... Read full answer

Chris Wallis

Vaughan Nelson Investment Management

“Our outlook for 2013 is less optimistic than our intermediate-term and long-term outlooks,” said Chris Wallis. “However, ongoing improvement in housing, non-residential construction activity and a modest increase in capital... Read full answer

Other issues

Time to take another look at Technology?

Once market darlings, tech stocks have been getting a tepid reception from investors for some time now. We all remember how the Facebook IPO went. So, are there new trends materializing around the...
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Are we poised for a re-emergence of the emerging markets?

After a few years of lackluster growth and equity performance, many emerging markets across Asia, India, and Latin America are showing signs of resurgence.

So what may be next for...
Read full issue

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This material is for information purposes only and should not be construed as investment advice. Any economic projections or forecasts contained herein reflect subjective judgments and assumptions, and unexpected events may occur. The statements and opinions expressed are those of the representative of the Natixis Global Asset Management subsidiary referenced. Opinions are subject to change at any time and there can be no assurance that developments will transpire as forecasted. The opinions and information referenced are dated as indicated and cannot be relied upon as current thereafter.