• With Biden’s first 100 days in the books, investors remain worried about inflation, taxes, etc.
  • Despite investor concerns, two Natixis Investment Managers remain bullish.
  • They think there’s still plenty of upside ahead in equities, corporate bonds, and more.

Investors have to be pleased with President Biden’s first 100 days in office. The stock market enjoyed stronger gains relative to any other president since World War II, while a comprehensive vaccine rollout and plans for aggressive fiscal stimulus continue to keep the rally alive.

But there are still plenty of questions on investors’ minds over inflation, rising rates of infection in India, and geopolitical tensions between the US and China.

Esty Dwek and Lynda Schweitzer are no strangers to the issues investors face. Dwek is the head of global market strategy at Natixis Investment Managers, while Schweitzer is the co-head of the Loomis Sayles global fixed income team. Both are well-versed in the risks of today’s market, and both are confident that the market can continue to rise over the coming months.

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