Markets

2022 has proven historically volatile for investors. So, what can they do?

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

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

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA^® sheds light on geopolitical shifts with likely impact on investors.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

AEW Research Director Mike Acton, CFA^® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA^®, considers the less obvious dependencies on Russia, including aluminum and titanium.

Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.

Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.

Why investors should pause, take a breath and avoid overreacting.

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.