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Europe Uncertainty, U.S. Indecision to Dominate 3Q


July 19, 2012 --- Markets will be erratic as U.S. policy indecision and a deepening recession in Europe overshadow virtually every aspect of the world economy, Natixis predicted. ---

According to John Hailer, chief executive of Natixis Global Asset Management (NGAM) in the Americas and Asia, institutional and retail investors around the world continue to face low-rate, high-volatility conditions.

Hailer’s comments were part of his quarterly series of remarks on markets and the economy. In each of the last three presidential election years, the Standard & Poor’s 500 Index has declined an average of 4.1% in the third quarter.

“Investors have remained squarely focused on managing volatility using new strategies and approaches to preserve capital, maintain flexibility and achieve yield,” Hailer said. “There are no safe havens, only more durable investments.”

Policy uncertainty, anemic job growth and struggling global markets will continue to weigh on markets in the U.S., Hailer said “Volatility has been the order of the day. The biggest question is when, or whether, Europe can identify a long-term fiscal and political integration that satisfies markets and voters.”

 

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