Markets
Investment Outlook: Loomis Sayles
Why Everyone’s Talking About… European Equities
Macro Corner: What’s in store for Q4?
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.
For European Investors, Cash is Still Trash
After years of supposed “TINA” – there is no alternative to equities – investors now have a reasonable, relatively risk-free alternative: cash.
Fixed Income: Are individual investor fears justified?
Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.
What the End of the Bond Bull Market Means for Investors
For the past 30 years investing was a simple game. With bonds and stocks inversely correlated, and with bond yields moving lower from the heady highs of the 1970s a simple combination of stocks and bonds – like a 60/40 portfolio – made sense. Now, however, things have changed.
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Natixis IM Solutions – Market Review – July 2023
Latest global market reviews from Natixis Investment Managers Solutions.
ESG – Short-Term Trends, Long-Term Evolution
Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Fixed Income Outlook: More Yield to Be Had?
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
Monthly Viewpoints: Relief? Rebound? Risk? The Outlook for H2
Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.
Why Everyone’s Talking About… Artificial General Intelligence
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Identifying Value in the Crossover Corporate Bonds Space
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
Searching for Growth in Emerging Markets
Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.
Why Everyone’s Talking About… Stagflation
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Views from the Collective: Bumps on Fixed Income’s Road Back
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
Views from the Collective: What follows the bank failures?
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
Higher for How Much Longer?
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.
Implications of Credit Suisse Takeover by UBS for Bond Investors
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.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
Can Confidence in the Financial System Be Restored?
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.
Failing Banks: How Long and Disruptive Will It Be?
Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.
Credit Suisse and the Implications for European Banking
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
Can the ECB Teach an Old Dog New Tricks?
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
Why Everyone's Talking About… Silicon Valley Bank
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
Viewpoints: A new dawn for bonds? Fixed income opportunities in 2023
Our experts from Loomis Sayles, Ostrum and Natixis Investment Managers Solutions discuss why some of the opportunities in the fixed income space are the most exciting they’ve been for more than 15 years.
Why Everyone's Talking About… Bonds
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
Yield Opportunities Now in Fixed Income Markets
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.
Ossiam: Market Outlook 2023
“Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam
What’s Driving Bond Markets Today?
Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.
Viewpoints: Equities – Climbing the wall of worry
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
Why Everyone's Talking About… Recession
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
DNCA – 2022 Overview & 2023 Outlook
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
Corporate Health Weakens as Pricing Power Falls Sharply
Loomis Sayles’ Senior Macro Strategies Research Analsyt, Craig Burelle, takes a look at the corporate sector and the implications of a lowering in pricing power.
Fixed Income Portfolios: Time to Build a Yield Advantage
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.
Emerging Markets Debt: China Takes Center Stage
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
Global Credit Outlook: Cautious on Turbulence & Technicals
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
Viewpoints: Rising Rates, Inflation, Recession - How to navigate 2023?
Fixed Income in focus with François Collet, Portfolio Manager, Fixed Income at DNCA, Bertrand Rocher, Co-Head of Fixed Income & Portfolio Manager at Mirova and Tom Fahey, Co-director of macro strategies at Loomis, Sayles & Company.
What are the Key Challenges of the Global Financial Institutions in 2023?
In this short interview, Martin Herbon, Head of Global Financial Institutions talks about his client's challenges but also opportunities in 2023.
Attractive Entry Point for International Equity Investing
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
What’s Ahead for Global Equities in 2023?
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Is the Bond Market on the Mend?
Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.
What Factors Will Drive Fixed Income Markets in 2023?
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
Why Everyone's Talking About… The Metaverse
The metaverse is about to change everything. What does this mean for investors?
Why Everyone's Talking About… The Future of Work
Covid has ushered in a working revolution. Will it be peaceful or disruptive?
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.
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.
The Battle Against Slowing Growth Takes Shape
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?