Fixed Income: Top Five Themes to Watch in 2022
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Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 22, 2021
Seeyond - Equity vs. Govies Volatility in 2021
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Seeyond - Equity vs. Govies Volatility in 2021

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.

  • December 21, 2021
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Curb Appeal of Real Estate Markets in 2022
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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

Stranger Things: Macro & Market Outlook 2022
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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Trend Follower Insight: Three Themes of 2021 Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Will AI Change the Workplace Forever? Will AI Change the Workplace Forever?

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

Have You Seen the Writing on the Wall of Worry: Outlook 2022 Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

Credit Market Update: Appetite for Yield Continues Credit Market Update: Appetite for Yield Continues

With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.

  • December 1, 2021
Municipal Bond Marketplace Outlook Municipal Bond Marketplace Outlook

Amid anticipation on the legislative front, the Loomis Sayles Municipal Bond Team provides their outlook for the remainder of 2021.

  • November 16, 2021
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7 Themes for Investing in Changing Markets 7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

Core Plus Bond Insight: Growth, Inflation and the Fed Core Plus Bond Insight: Growth, Inflation and the Fed

Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.

David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

A Fixed Income Predicament: The Case for a Flexible, Active Approach
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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

  • October 8, 2021
The Realities of Realizing Risk The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

  • September 30, 2021
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A Guide to Understanding China's Regulatory Crackdown A Guide to Understanding China's Regulatory Crackdown

China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.

  • September 30, 2021
Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

Is Evergrande a Systemic Risk to China? Is Evergrande a Systemic Risk to China?

Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.

  • September 29, 2021
Wellness, Now More Than Ever
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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
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Policy & Politics: Congress’ Massive Year-End Agenda Policy & Politics: Congress’ Massive Year-End Agenda

Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.

Everything You Need to Know About Evergrande Everything You Need to Know About Evergrande

Why investors should pause, take a breath and avoid overreacting.

  • September 24, 2021
If the Dollar Weakens, Investors May Want Global Bonds If the Dollar Weakens, Investors May Want Global Bonds

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

  • September 23, 2021
7 Back-to-School Market Lessons For Investors 7 Back-to-School Market Lessons For Investors

Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.

A Tale of Two Halves
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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.

Real Estate Outlook: The Great American Re-opening? Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

How Will Munis Fare in 2H 2021? How Will Munis Fare in 2H 2021?

Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.

  • August 31, 2021
Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
This Time It’s Not the Same
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Seeyond Volatility Update
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Seeyond Volatility Update

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility environment as of the end of the first half of 2021.

  • July 22, 2021
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Natixis Strategist Midyear Outlook Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

Equities: Is the Value Rotation Over…Or is the Best Yet to Come?
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Equities: Is the Value Rotation Over…Or is the Best Yet to Come?

Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.

Are Bidenomics the Beginning of a New Economic Era? Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

Cyber Safety: Hacker Activity to Innovative Tech
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Cyber Safety: Hacker Activity to Innovative Tech

Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.

Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride Creating Sustainable Value: The Transition to Responsible Capitalism Will Not be a Smooth Ride

With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.

  • May 21, 2021
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Emerging Markets: Old Myths and New Realities
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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Alt-Protein: How to Feed the World Without Meat
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Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.

  • May 7, 2021
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Trend Following: Signs of Inflation? Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

  • April 30, 2021
DNCA Investment Outlook – April 2021 DNCA Investment Outlook – April 2021

Despite the health situation remaining complex, the economic outlook is improving.

  • April 28, 2021
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Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Post-Pandemic Emerging Market Trends: Adaptations, China, ESG Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

The Glass Ceiling, Piece by Piece
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The Glass Ceiling, Piece by Piece

An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.

  • March 30, 2021
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Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation Seeyond Macro Insight: Biden, Yellen and Powell Drive the New Paradigm on Growth & Inflation

Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.

Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

Seeyond Market Insights: The Trend is Your Friend Seeyond Market Insights: The Trend is Your Friend

Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.

Blowing Out Subscription Economy Strategy's 1st Candle
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Blowing Out Subscription Economy Strategy's 1st Candle

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

  • March 18, 2021
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Are Digital Currencies the Future of Money? Are Digital Currencies the Future of Money?

Stéphane Déo, Head of Markets Strategy at Ostrum Asset Management, on how digital currencies are moving into the mainstream and how they could represent the next stage of evolution for the world’s financial system.

  • March 18, 2021
Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves Seeyond Market Insights: Bitcoin and Cryptocurrencies, The Three Waves

Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.

  • March 15, 2021
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2021 Outlook: Three Questions for Loomis Sayles Sector Teams 2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
Seeyond Equity Insights: Stock market exuberance Seeyond Equity Insights: Stock market exuberance

Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.

Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses Dorval’s Macro Corner : Confidence in the Recovery Shifts Attention Towards Risks of Excesses

As the world economy has already reached its pre-crisis level, an almost complete catch-up of the lost ground in terms of growth becomes more plausible.

  • March 2, 2021
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What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

  • February 24, 2021
Wolves of Wall Street: Seeyond’s Take on The GameStop Saga
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Wolves of Wall Street: Seeyond’s Take on The GameStop Saga

Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.

  • February 9, 2021
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AlphaSimplex: Trends Everywhere 2020 AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

  • February 5, 2021
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 DNCA Outlook for 2021 DNCA Outlook for 2021

The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.

  • February 2, 2021
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Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
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Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Regular Investing: Don’t Get Blown Off Course Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020
International Women’s Day: Senior Executives Reflect on Their Experiences
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International Women’s Day: Senior Executives Reflect on Their Experiences

This International Women's Day, Madeline Ho and Celeste Tay, senior executives and industry pioneers, candidly discuss the experiences of women in finance. They highlight their career aspirations and challenges--and share tools for empowerment.

  • March 12, 2020
Too Early for Pessimists 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.