Investment Outlook: Loomis Sayles

While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.

October 30, 2023
Why Everyone’s Talking About… European Equities

European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?

October 27, 2023
Macro Corner: What’s in store for Q4?

Mabrouk Chetouane and Julien Dauchez from Natixis Investment Managers Solutions explore the key market storylines and asset allocation trends as we look ahead to the fourth quarter of 2023.

October 20, 2023
Fixed Income: Are individual investor fears justified?

Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.

September 22, 2023
Macro Insights: About That Recession…

Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.

September 12, 2023 Jack Janasiewicz - Garrett Melson
Loomis Sayles on Loans - 30 Jun 2023

A quarterly look at data and topics in the syndicated loan market.

July 27, 2023
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    ESG – Short-Term Trends, Long-Term Evolution

    Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.

    July 17, 2023
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    Midyear Outlook: Eve of Disruption?

    Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

    Fixed Income Outlook: More Yield to Be Had?

    An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

    June 26, 2023
    Monthly Viewpoints: Relief? Rebound? Risk? The Outlook for H2

    Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.

    June 19, 2023
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    Searching for Growth in Emerging Markets

    Our experts from Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.

    May 31, 2023
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  • Why Everyone’s Talking About… Artificial General Intelligence

    We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

    May 24, 2023
    Identifying Value in the Crossover Corporate Bonds Space

    Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

    May 24, 2023 Matthew J. Eagan
    Lower Growth is Likely, So Income is Back in Fashion

    Now may be the time to double down on dividends.

    May 11, 2023
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  • Share Markets Show Surprising Confidence in Central Bankers

    Investors’ optimistic mood at the start of 2023 could be cause for caution, rather than excitement.

    May 11, 2023
    Why Everyone’s Talking About… Stagflation

    Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

    May 3, 2023
    Views from the Collective: Bumps on Fixed Income’s Road Back

    Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.

    April 25, 2023
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  • Views from the Collective: What follows the bank failures?

    While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

    April 14, 2023
    Higher for How Much Longer?

    Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

    Implications of Credit Suisse Takeover by UBS for Bond Investors

    Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

    March 23, 2023
    March 22 Fed Meeting Recap

    Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

    March 23, 2023 Garrett Melson
    Can Confidence in the Financial System Be Restored?

    As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

    March 21, 2023 Jack Janasiewicz - Garrett Melson
    Failing Banks: How Long and Disruptive Will It Be?

    Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

    March 20, 2023 Jack Janasiewicz - Garrett Melson
    Credit Suisse and the Implications for European Banking

    While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

    March 16, 2023
    Can the ECB Teach an Old Dog New Tricks?

    What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?

    March 15, 2023
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  • Why Everyone's Talking About… Silicon Valley Bank

    Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?

    March 14, 2023
    Viewpoints: A new dawn for bonds? Fixed income opportunities in 2023

    Our experts from Loomis Sayles, Ostrum and Natixis Investment Managers Solutions discuss why some of the opportunities in the fixed income space are the most exciting they’ve been for more than 15 years.

    March 13, 2023
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  • Why Everyone's Talking About… Bonds

    The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

    March 8, 2023
    Yield Opportunities Now in Fixed Income Markets

    With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

    March 6, 2023 Matthew J. Eagan
    Ossiam: Market Outlook 2023

    “Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam

    March 2, 2023
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    What’s Driving Bond Markets Today?

    Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

    February 17, 2023
    Viewpoints: Equities – Climbing the wall of worry

    Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.

    February 7, 2023
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  • Why Everyone's Talking About… Recession

    The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

    February 6, 2023
    DNCA – 2022 Overview & 2023 Outlook

    DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.

    February 3, 2023
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  • Corporate Health Weakens as Pricing Power Falls Sharply

    Loomis Sayles’ Senior Macro Strategies Research Analsyt, Craig Burelle, takes a look at the corporate sector and the implications of a lowering in pricing power.

    February 3, 2023
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  • Fixed Income Portfolios: Time to Build a Yield Advantage

    After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.

    January 30, 2023
    Emerging Markets Debt: China Takes Center Stage

    The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.

    January 23, 2023
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    Thematics: Market Outlook 2023

    How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.

    January 19, 2023
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  • Investment Solutions under an Uncertain Market

    What will happen in 2023? Participants at the Natixis Investment Managers seminar heard a variety of solutions to help guide their investment strategies forward in 2023.

    January 19, 2023
    Global Credit Outlook: Cautious on Turbulence & Technicals

    The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.

    January 17, 2023
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    Viewpoints: Rising Rates, Inflation, Recession - How to navigate 2023?

    Fixed Income in focus with François Collet, Portfolio Manager, Fixed Income at DNCA, Bertrand Rocher, Co-Head of Fixed Income & Portfolio Manager at Mirova and Tom Fahey, Co-director of macro strategies at Loomis, Sayles & Company.

    January 12, 2023
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    What are the Key Challenges of the Global Financial Institutions in 2023?

    In this short interview, Martin Herbon, Head of Global Financial Institutions talks about his client's challenges but also opportunities in 2023.

    January 3, 2023
    Attractive Entry Point for International Equity Investing

    Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

    December 21, 2022 David G. Herro
    Why Everyone's Talking About… The Metaverse

    The metaverse is about to change everything. What does this mean for investors?

    September 28, 2022
    Why Everyone's Talking About… The Future of Work

    Covid has ushered in a working revolution. Will it be peaceful or disruptive?

    August 24, 2022
    Are Senior Loans Set to Shine?

    It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.

    Common Misconceptions About Bank Loans and Why They Can Still Make Sense

    An update on the bank loan market and why bank loans can provide insulation against potential interest rate increases.

    August 13, 2021
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    The Search for Risk Efficient Yield

    A diminishing pool of suitable investment opportunities has led to an increased focus on illiquids and other alpha sources. Where might we find some solutions? In this video, Kyra discusses the diversification benefits of including securitized debt in a portfolio.

    January 4, 2021
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  • Getting the Big Picture Right in Multi-Asset Credit Investing

    Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.

    July 29, 2020
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  • The Extension of the Economic Cycle Favors a Broadening of the Equity Rally

    The great growth scare of the month of August, which had seen the word recession spread like wildfire, gave way to clear relief. The excessive pessimism we were talking about this summer has been corrected.

    November 18, 2019 François-Xavier Chauchat
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  • Welcome to the Meh Market

    After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

    August 8, 2019 Dave Goodsell
    The Battle Against Slowing Growth Takes Shape

    Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

    Macro Outlook: Risks Have Increased Near Term

    Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

    May 22, 2019
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