Tactical Take: China stimulus. Fed rate cuts. Global growth bump?

Will new policy announcements out of China be the boost the global economy needs? In October’s Tactical Take podcast, Jack Janasiewicz and Brian Hess discuss the latest thinking on Chinese stocks, emerging market (EM) equities, and positioning in the Natixis model portfolios.
Key takeaways
Chinese government announced measures intended to support the property market, stock market, and consumer spending, causing the market to rally
The Fed started its rate-cutting cycle because inflation is returning to its target, not because labor markets and growth are falling
Global central banks are easing, which tends to be good for global growth
Two trades to the Natixis model portfolios; modest increase in equity exposure and reduced fixed income exposure; increased allocation to EM stocks
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Investing involves risk, including the risk of loss. The views and opinions are as of October 8, 2024, and may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. Although Natixis Investment Managers believes the information provided in this material to be reliable, including that from third-party sources, it does not guarantee the accuracy, adequacy or completeness of such information.
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