The Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

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Liquidity, Reserves and High Grade for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

  • October 30, 2019
Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

  • October 8, 2019
Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Fixed Income Solutions: Green Bond Opportunities Sprouting Up

A look at green bond opportunities that allow investors to pursue income and make an impact with their portfolios.

  • August 16, 2019
Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

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Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Nowhere to Hide: 2018 Global Barometer Compares Portfolios from 7 Regions

Insights into model portfolios and asset allocation decisions worldwide that seek to explain key drivers in performance differentials.

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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

  • April 30, 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
Bank Loans: Much More Than a Rising Interest Rates Play

Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.

  • February 25, 2019
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.