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Markets
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.
- 2 days ago
- François-Xavier Chauchat
The Outlook on Outlooks
Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.
Why a Recession May Not Be Imminent
Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.
What Clearing Geopolitical Clouds Could Mean for Investors
How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.
Too Early for Pessimists
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
- November 1, 2019
- Stephanie Bigou
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.
Should Investors Be Concerned About a Market Bubble?
Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.
US-China Phase One: What It Could Mean for Investors
A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.
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.
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.
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?
Should Investors Worry About a Recession?
Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.
Volatility in Context: On Yields, Economic Indicators, and Recession Odds
Five points for investors to consider in light of recent volatility in the equity and fixed income markets.
Horizons : Discover Ostrum AM’s quarterly outlook
Ostrum Asset Management experts’ economic and market analysis.
- August 15, 2019
Understanding US-China Trade Turmoil and Its Potential Investor Impacts
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
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.
2019 Oil Markets Outlook
How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.
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.
The battle against slowing growth takes shape
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
- July 22, 2019
- François-Xavier Chauchat
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.
Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.
Summer Break: Pursuing Value Amid the Noise
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Beyond Tariffs and Trade: US-China and the New Economic Cold War
The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.
Natixis Exchange: Where political uncertainty creates investment opportunity
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
- May 28, 2019
- Natixis Investment Institute
Investor Considerations for the Fed’s Interest Rate Pause
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
From the Summit: Countering Cybercrime – How Companies Must Adapt to Win
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
From the Summit: Can Democracy Survive Social Media?
Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.
Natixis Exchange: Investing in an Uncertain World
The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.
Natixis Exchange: Politics, Trade and the Challenge of China
Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.
From the Summit: Can the Multilateral Trading System Survive (and How)?
A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.
From the Summit: Law and Order on the AI Frontier
Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.
Is the Cycle Over? What Investors Should Know
Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
From the Summit: The Disruptors
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Natixis Investment Managers Summit Highlights
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
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
Changing Market Dynamics Present Active Value Opportunities
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
Equity Investing in the Current Environment
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
From the Summit: Blockchain: Believe the Hype?
Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.
Taking Measure of Global Markets: Risks, China, and Europe
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
From the Summit: Will Renewable Energy Transform Global Geopolitics?
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
2019, A Reassuring Wave of Pessimism: Mirova Outlook
More than ever, 2019 is a year to invest in and for a more sustainable economy.
- February 26, 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.
From the Summit: Is China Ready to Lead?
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
From the Summit: The Power of Migration and Demography
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
10 Things Keeping Investors Up at Night
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Overly Emotional Equity Markets Creating Opportunity for Value Investors
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
From the Summit: The New Geopolitical World Order
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
From the Summit: The World in the Making: A Presidential Perspective
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
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.
From the Summit: The Future of Europe
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
From the Summit: Ten Years After the Crisis: The Fallout and the Future
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
From the Summit: The US Mid-Term Elections: Instant Analysis
Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.
Searching for Late Cycle Yield Advantage
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Pursuing Hidden Value in Global Bond Markets
Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.