Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
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?
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
Amid anticipation on the legislative front, the Loomis Sayles Municipal Bond Team provides their outlook for the remainder of 2021.
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
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.
Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
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.
A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.
Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.
Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.
Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.
Why investors should pause, take a breath and avoid overreacting.
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
Why investing in emerging markets begins with a view on China. For now, at least.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
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.
DNCA discusses prospects for growth, inflation, monetary and fiscal policies.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility environment as of the end of the first half of 2021.
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.
Tony Coniaris talks to Natixis about value and whether he thinks it is here to stay.
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?
Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.
With the Creating Sustainable Value newsletter, Mirova offers you to understand the markets from a new angle and to engage in sustainable development.
New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Carmine De Franco, Head of Research at Ossiam Asset Management, on how sustainability concerns are stimulating growth in demand for alternative proteins.
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
Despite the health situation remaining complex, the economic outlook is improving.
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.
An interview with Soliane Varlet Senior Portfolio Manager of the Women Leader Equity Strategy and Mathilde Dufour, Head of Sustainability Research.
Stéphanie Bigou, Global Macro fund manager at Seeyond, discusses inflation and the US growth.
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Frank Trividic, Deputy Chief Investment Officer at Seeyond, brings a quantitative perspective on international markets and near-term outlook.
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
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.
Pierre Savarzeix, Portfolio Manager at Seeyond, discusses the pros, the cons and the next step for bitcoin and cryptocurrencies.
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.
Juan Sebastian Caicedo, Portfolio Manager at Seeyond, discusses the risk of hyper-concentration across equity investments and its sources.
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.
Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.
Simon Aninat, portfolio manager and Volatility specialist, provides insights on the GameStop drama.
Taking a look at what trends worked well in 2020.
The global recession has been avoided in 2020. Nevertheless, uncertainties remain about the shape of the recovery.
Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, brings a quantitative perspective for the 2021 market expectations.
How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?
David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.
What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.
Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.
Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management.
The rebound in activity should be very gradual, penalised by the restructuring of many sectors and a less dynamic demand.
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.
Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.
Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run.