Watch
Ripple effects Duration risk, Inflation fears and benefits of ballast

Loomis Sayles portfolio manager, Andrea Dicenso, gives her outlook for fixed income – and explains where they’re finding opportunity.

April 19, 2024
  • Financial Professional content – requires login
  • Watch
    Dispersion breeds opportunity

    Danny Nicholas, client portfolio manager at Harris Associates, explains the generational opportunity in value equities right now.

    April 19, 2024
  • Financial Professional content – requires login
  • Watch
    Rethinking resilience, inflation, expectations and lingering shocks

    Jon Levy, macro strategist at Loomis Sayles, gives his take on where the global economy and markets are headed.

    April 19, 2024
  • Financial Professional content – requires login
  • Watch
    Looking beyond the megacaps

    Karen Kharmandarian, CIO and portfolio manager at Thematics Asset Management, gives his outlook on equities.

    April 19, 2024
  • Financial Professional content – requires login
  • Why Everyone’s Talking About… Market Bubbles

    Market bubbles are typically driven by unrealistic valuations and speculative activity. The question of whether we’re in bubble territory in 2024 hinges on the link between AI and the dominance of the Magnificent Seven.

    April 12, 2024
    Equities: How worried should we be about valuations?

    After almost a decade of constant growth and record highs over the first two months of 2024, there are fresh concerns about valuations. Is it just bubble talk? Or are investors missing something?

    April 10, 2024
    Listen
    Double trouble: the path to 52 million Australians

    Australia’s population is booming, but what are the societal, economic and investment implications of this growth?

    April 3, 2024
    Watch
    Macro Outlook: Catalysts, Confidence & Cuts

    Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

    April 1, 2024 Jack Janasiewicz
    Top 3 Australian stocks for income

    IML picks 3 Australian shares with strong income prospects to help investors maintain their lifestyles.

    March 28, 2024
    Why the Australian small cap rally could continue and 3 stocks to make the most of it

    IML believes the rally in Australian small caps could continue and nominates 3 stocks well placed for growth in 2024.

    March 22, 2024
    Listen
    Vaughan Nelson Podcasts

    Vaughan Nelson’s CEO/CIO Chris Wallis explores macroeconomic trends and the impact on equities markets in his podcast series.

    March 22, 2024
  • Financial Professional content – requires login
  • Is now the time to invest in global small and mid-caps?

    Global small-mid caps are now attractively valued and expected to benefit from cyclical economic tailwinds in 2024.

    March 19, 2024
    Fixed income in flux – The case for a new outlook

    Francois Collet, Deputy CIO for fixed income at DNCA discusses his current outlook for markets, what could upset this view why he believes that nimbleness and true diversification will be essential in the current market.

    February 29, 2024
    Watch
    What’s It Take to Be an AI Winner?

    AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

    February 22, 2024 Aziz V. Hamzaogullari
  • Financial Professional content – requires login
  • Annual Market Review & Outlook – Private Assets - 2024: Mirova

    Mirova presents its outlook for private markets in 2024.

    February 16, 2024
    EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

    Loomis Sayles examines the potential impact of 3 investment themes on EM equities in 2024

    February 5, 2024
  • Financial Professional content – requires login
  • Annual Market Review & Outlook – Listed Assets - 2024: Mirova

    Mirova presents its outlook for listed assets and the economy in 2024. His central scenario for 2024 is that of a successful soft landing.

    February 5, 2024 Hervé Guez - Jens Peers
    Economic and Financial Outlook 2024

    When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

    January 31, 2024
  • Financial Professional content – requires login
  • Watch
    How Wealth Management Portfolios are Shaping up for 2024

    Julien Dauchez, Head of Portfolio Consulting & Advisory at Natixis Investment Managers Solutions looks at the moves wealth managers were making going into the final quarter of 2023 and discusses where the focus is heading into the new year.

    January 30, 2024
  • Financial Professional content – requires login
  • Watch
    2024: Out of the shadows… but surprises in store?

    If you’re looking for a definitive outlook for the year ahead, hear the collective views of two economists and a portfolio analyst on everything from asset allocation trends to whether investors will take on more risk in 2024.

    January 29, 2024
  • Financial Professional content – requires login
  • Why Everyone’s Talking About… Market Timing

    Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

    January 23, 2024
    The Year of Dis-consensus

    A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.

    January 18, 2024
  • Financial Professional content – requires login
  • Loomis Sayles on Loans - 31 Dec 2023

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

    January 12, 2024
  • Financial Professional content – requires login
  • Watch
    Backdrop for Bond Investing Brighter in 2024

    Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

    January 2, 2024
    Watch
    Could Small Cap Stocks Be a Sweet Spot in 2024?

    Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

    December 21, 2023
    Watch
    Macro Outlook: Turn the Page

    Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

    December 15, 2023 Jack Janasiewicz - Garrett Melson
    The Alternative Outlook for 2024

    With the potential for long-term value creation without the volatility of public markets, many investors remain bullish about private assets in 2024.

    December 14, 2023
  • Financial Professional content – requires login
  • Watch
    The Forecast for Fixed Income

    Our experts from DNCA, Loomis Sayles, and Ostrum discuss the outlook for fixed income and where they see specific opportunities across different grades, duration, and regions.

    December 13, 2023
  • Financial Professional content – requires login
  • EM Corporates & ESG: A Surprisingly Strong Opportunity Set

    Loomis Sayles argues against three major misconceptions around ESG investing in the EM corporate space.

    November 28, 2023
  • Financial Professional content – requires login
  • Watch
    Where are the opportunities in equities?

    Our experts from Loomis Sayles, Ossiam and Thematics AM discuss the outlook for global equities and where they see specific opportunities across different styles, segments, and themes.

    November 15, 2023
  • Financial Professional content – requires login
  • 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
    Watch
    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
    Watch
    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
  • Financial Professional content – requires login
  • Watch
    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
    Watch
    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
  • Financial Professional content – requires login
  • 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
  • Financial Professional content – requires login
  • 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: 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
    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
    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
  • Financial Professional content – requires login
  • 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
  • Financial Professional content – requires login
  • Watch
    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
  • Financial Professional content – requires login
  • 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
  • Financial Professional content – requires login
  • 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
  • Financial Professional content – requires login
  • 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
  • Financial Professional content – requires login