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Thematics: Market Outlook 2023

How to navigate 2023 for investors and what is the outlook for growth stocks? Hear from Karen Kharmandarian, CIO, Senior Portfolio Manager, Thematics Asset Management.

January 19, 2023
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  • Investment Solutions under an Uncertain Market

    What will happen in 2023? Participants at the Natixis Investment Managers seminar heard a variety of solutions to help guide their investment strategies forward in 2023.

    January 19, 2023
    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.

    January 17, 2023
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    Ruminations on SEC Rulemaking

    ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

    January 13, 2023 Susan R. Olson
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    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.

    January 12, 2023
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    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.

    January 3, 2023
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    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.

    December 21, 2022 David G. Herro
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    Expect Positive Trends for Corporate Bonds in 2023

    Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

    December 13, 2022 Garrett Melson
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    Outlook or Look Out! Macro Analysis for 2023

    Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

    December 9, 2022 Jack Janasiewicz - Garrett Melson
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    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.

    November 30, 2022
    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.

    November 29, 2022
    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.

    November 21, 2022 Garrett Melson
    Investing in Volatile Times

    Allocations are under review amid sustained inflation and a recessionary environment.

    October 25, 2022
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  • A Low Volatility Approach to Emerging Markets

    Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

    October 25, 2022
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  • DNCA: Convictions & Outlook - Q3 2022

    Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.

    October 17, 2022
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  • Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis

    John Levy, Senior Sovereign Analyst at Loomis Sayles, talks about the recent developments within the UK market.

    October 5, 2022
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  • Why Everyone's Talking About… The Metaverse

    The metaverse is about to change everything. What does this mean for investors?

    September 28, 2022
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    Readying for Recession: High Yield Credit vs. Bank Loans Today

    High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

    September 19, 2022 Matthew J. Eagan
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    Are We There Yet? Pulse Check: Macro, Markets & Inflation

    Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

    September 15, 2022 Jack Janasiewicz - Garrett Melson
    Why Everyone's Talking About… The Future of Work

    Covid has ushered in a working revolution. Will it be peaceful or disruptive?

    August 24, 2022
    US Equities: Mind the gap

    Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.

    August 15, 2022
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    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.

    July 29, 2022
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    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.

    July 21, 2022
    Strategist Outlook: The End of Easy Money

    With recession looming, central bank policy is a linchpin in H2 prospects.

    July 19, 2022 Dave Goodsell
    Why Everyone's Talking About… Market Volatility

    2022 has proven historically volatile for investors. So, what can they do?

    June 9, 2022
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    Stepping Up Resiliency of Fixed Income Portfolios

    Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

    June 7, 2022 Matthew J. Eagan
    Managed Futures and Macro Uncertainty: Navigating the Extremes

    AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

    May 18, 2022
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  • Multisector Matters: Volatility Means Mispriced Bond Opportunity

    Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

    May 9, 2022
    Can Big Tech Earnings Calm Market Fears?

    What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

    April 26, 2022 Jack Janasiewicz - Garrett Melson
    DNCA: Convictions & Outlook - Q1 2022

    Read our affiliate’s views at the end of the first quarter 2022.

    April 26, 2022
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  • An Inverted Yield Curve May Signal Recession, But Not Always

    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.

    April 20, 2022
    Loomis on Loans - Q1 2022

    Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.

    April 13, 2022
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    A New Age for Geopolitics and Global Markets

    Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

    April 8, 2022 Matthew J. Eagan
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    Equity Outlook: Get Ready for Volatility & Value Plays

    Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

    April 7, 2022
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    Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

    Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

    March 30, 2022
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    Making Market Sense of Rates, Russia and Real Inflation

    Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

    March 25, 2022 Jack Janasiewicz - Garrett Melson
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    Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

    AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

    March 22, 2022 Michael J. Acton
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    How Bonds Really React to Rising Rates

    How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

    March 18, 2022
    Off Ramps for Russia and Markets

    Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

    March 15, 2022 Garrett Melson
    Macro Consequences of Russia's Invasion

    How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

    Bank Loan Basics: An Income Diversifier for All Times

    An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

    March 4, 2022
    What’s Next for Europe?

    Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.

    February 25, 2022
    What Russia's Reach into Ukraine May Mean for Markets

    Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

    February 24, 2022 Jack Janasiewicz - Garrett Melson
    Flex Time: Tactically Allocating for Rising Yields

    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.

    February 14, 2022 Richard G. Raczkowski
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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
    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.

    August 8, 2019 Dave Goodsell