Loomis Sayles Update: Active Investors Get Selective in 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
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Changing Market Dynamics Present Active Value Opportunities Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively-managed value investors.

  • March 26, 2019
H2O's Bruno Crastes Interviewed by the Financial Times H2O's Bruno Crastes Interviewed by the Financial Times

The interview with Bruno Crastes on how to become one of the best absolute return managers on the European scene.

  • March 25, 2019
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Equity Investing in the Current Environment Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

  • March 22, 2019
From the Summit: Blockchain: Believe the Hype?
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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.

  • March 15, 2019
Taking Measure of Global Markets: Risks, China, and Europe
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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.

Market Rally vs. Market Reality: Evaluating the Path Ahead Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

From the Summit: Will Renewable Energy Transform Global Geopolitics?
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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.

  • March 4, 2019
Bank Loans: Much More Than a Rising Interest Rates Play 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
From the Summit: Is China Ready to Lead?
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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.

  • February 22, 2019
What Could Go Wrong? Measuring 7 Top Market Risks
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What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

From the Summit: The Power of Migration and Demography
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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.

  • February 19, 2019
The Outlook for Outlooks The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night 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
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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.

  • January 25, 2019
From the Summit: The New Geopolitical World Order
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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.

  • January 24, 2019
From the Summit: The World in the Making: A Presidential Perspective
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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.

  • January 22, 2019
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 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.

  • January 9, 2019
Capital Markets 2019: Change Is in the Air Capital Markets 2019: Change Is in the Air

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

From the Summit: The Future of Europe
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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.

  • December 28, 2018
European Stocks and the Wall of Worry
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European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

From the Summit: Ten Years After the Crisis: The Fallout and the Future
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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.

  • December 17, 2018
From the Summit: The US Mid-Term Elections: Instant Analysis
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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.

  • December 12, 2018
Searching for Late Cycle Yield Advantage 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.

  • December 6, 2018
Throw Out the Crystal Ball: 2019 Market Outlook Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets 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.

  • December 4, 2018
Late Cycle Investing: Focus on Flexibility and Diversification
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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

Poise Under Pressure: David Herro Decodes Stock Market Unrest
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

  • November 22, 2018
Rising Rates and Duration Risk
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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

Why Investors Should Be Cautious, Not Bearish Why Investors Should Be Cautious, Not Bearish

Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.

Shaping the New Geopolitical World Order
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Shaping the New Geopolitical World Order

Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.

  • November 2, 2018
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

  • September 4, 2018
Accounting for Intangible Assets: The New Value Investing
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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

  • September 4, 2018
International Equity Outlook: Market Instability Can Mean Opportunity
International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

  • August 3, 2018
Managing Fixed Income Allocations in a Rising Rate Environment Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

  • July 2, 2018
Flexibility in Fixed Income is Key When Rates Are on the Rise
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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

  • June 21, 2018