Latest Insights
Loomis Sayles Municipal Bond Marketplace Outlook - August 2022
A more stable foundation for municipal bonds could be building. Loomis, Sayles & Company’s Municipal Bond Team offers their outlook.
“Health is the New Wealth”, Wellness Economy Opportunities are Growing
The growth in life expectancy, the increase in the average level of stress and the new concept of health that is also spreading as a result of the pandemic are contributing to the spread of the wellness economy.
- August 1, 2022
Market Drivers and Value in Global Equities
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.
Markets View More
Managed Futures and Market Stress
AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.
Strategist Outlook: The End of Easy Money
With recession looming, central bank policy is a linchpin in H2 prospects.
Q3 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views
Tightening monetary policy aimed at curbing inflation is increasing recession talk. Loomis, Sayles & Company covers key themes for the second half of 2022.
Portfolio Construction View More
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Value and Growth: Two Sides of the Same Coin?
Value and growth strategies tend to be viewed as opposite ends of the investment spectrum. But are they really so different?
- June 27, 2022
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Fixed Income Absolute Return: An Answer to the Paradigm Shift?
How is DNCA's Alpha Bonds strategy a response to the current economic environment? François Collet, Fixed Income Portfolio Manager at DNCA Finance, share his analysis.
- June 23, 2022
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Research View More
Why Do Money Managers Fail?
Paul Black, CEO and portfolio manager takes a look at the investment industry and gives a candid view on how WCM has navigated though it.
- July 12, 2022
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ESG: From Heterogeneity to Risk Factors – Part II
Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.
- June 22, 2022
- Juan Sebastian Caicedo - Alexis Flageollet, PhD
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2022 Financial Professionals Report
Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.
ESG View More
Why Everyone's Talking About… The Energy Transition
The shift from fossil-fuels to renewables remains the long-term goal. But how feasible are timescales, given the need for immediate energy security?
Sustainable Investing in an Unstable Environment
Mirova’s Mathilde Dufour sits down with Citywire to talk about the main challenges to ESG investing in today’s environment.
- July 20, 2022
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ESG: From heterogeneity to risk factors – Part III
Alexis Flageollet and Juan Sebastian Caicedo demonstrate that the ESG dimension has impacted the valuation of companies and their risk profiles.