Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
Harris Associates’ Client Communications Specialist Jack Morgan writes about the importance of having the discipline to “stick to the basics” to avoid short-term trends and focus on attaining sustainable, long-term results.
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.
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
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.
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.
Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
Allocations are under review amid sustained inflation and a recessionary environment.
It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.
John Levy, Senior Sovereign Analyst at Loomis Sayles, talks about the recent developments within the UK market.
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.
AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.
With recession looming, central bank policy is a linchpin in H2 prospects.
Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.
Discover Agathe Foussard and Nelson Ribeirinho’s analysis on the new catalysts for Greenium in 2022.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.
How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.
Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.
Fund selectors look past Covid to bigger risks in 2022.
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
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.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
A tailored investment approach reconciling economic, environmental, and social value creation.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.