Markets

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

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?

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.

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

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

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

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

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

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

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

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

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

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.

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.

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

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.

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

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

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

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

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.

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

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

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.

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.

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

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

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

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

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

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.