Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.
Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.
Learn about why our proprietary seven-step research framework is the cornerstone of our investment decision making process and drives our security selection.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.
A panel of Natixis investment managers discuss their market outlooks for 2018
Green bonds are making inroads into global fixed income markets as the focus on climate change and ESG investing heats up.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.