Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.
Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
Our experts from Loomis Sayles, Ostrum and Natixis Investment Managers Solutions discuss why some of the opportunities in the fixed income space are the most exciting they’ve been for more than 15 years.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.
“Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam
Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.
Our experts from Thematics AM, Mirova and Ossiam give their take on investing in companies today and how they are thinking about short-term narratives versus longer-term fundamentals.
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
Loomis Sayles’ Senior Macro Strategies Research Analsyt, Craig Burelle, takes a look at the corporate sector and the implications of a lowering in pricing power.
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 Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
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.
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.
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.
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.
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.
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.
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
John Levy, Senior Sovereign Analyst at Loomis Sayles, talks about the recent developments within the UK market.
The metaverse is about to change everything. What does this mean for investors?
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.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Covid has ushered in a working revolution. Will it be peaceful or disruptive?
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
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.
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.
With recession looming, central bank policy is a linchpin in H2 prospects.
2022 has proven historically volatile for investors. So, what can they do?
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.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.
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.
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.
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.