Why Everyone’s Talking About… Stagflation

Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.

May 3, 2023
Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income

With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.

May 2, 2023
Views from the Collective: Bumps on Fixed Income’s Road Back

Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.

April 25, 2023
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  • Views from the Collective: What follows the bank failures?

    While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.

    April 14, 2023
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    Higher for How Much Longer?

    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.

    Implications of Credit Suisse Takeover by UBS for Bond Investors

    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.

    March 23, 2023
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    March 22 Fed Meeting Recap

    Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

    March 23, 2023 Garrett Melson
    Can Confidence in the Financial System Be Restored?

    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.

    March 21, 2023 Jack Janasiewicz - Garrett Melson
    Failing Banks: How Long and Disruptive Will It Be?

    Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

    March 20, 2023 Jack Janasiewicz - Garrett Melson
    Credit Suisse and the Implications for European Banking

    While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.

    March 16, 2023
    Can the ECB Teach an Old Dog New Tricks?

    What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?

    March 15, 2023
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  • Why Everyone's Talking About… Silicon Valley Bank

    Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?

    March 14, 2023
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    Viewpoints: A new dawn for bonds? Fixed income opportunities in 2023

    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.

    March 13, 2023
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  • Why Everyone's Talking About… Bonds

    The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?

    March 8, 2023
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    Yield Opportunities Now in Fixed Income Markets

    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.

    March 6, 2023 Matthew J. Eagan
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    Ossiam: Market Outlook 2023

    “Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam

    March 2, 2023
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    What’s Driving Bond Markets Today?

    Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

    February 17, 2023
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    Viewpoints: Equities – Climbing the wall of worry

    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.

    February 7, 2023
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  • Why Everyone's Talking About… Recession

    The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?

    February 6, 2023
    DNCA – 2022 Overview & 2023 Outlook

    DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.

    February 3, 2023
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  • Corporate Health Weakens as Pricing Power Falls Sharply

    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.

    February 3, 2023
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  • Fixed Income Portfolios: Time to Build a Yield Advantage

    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.

    January 30, 2023
    Emerging Markets Debt: China Takes Center Stage

    The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.

    January 23, 2023
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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
    DNCA: Convictions & Outlook - Q2 2022

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

    August 16, 2022
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  • 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
    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
    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
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    COVID-19 Impact on Real Estate: A Global View from AEW

    What COVID-19 has changed in the Real Estate Sector in Asia, in Europe and in the US.

    August 6, 2020
    The Extension of the Economic Cycle Favors a Broadening of the Equity Rally

    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.

    November 18, 2019 François-Xavier Chauchat
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  • 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
    The Battle Against Slowing Growth Takes Shape

    Should investors already anticipate the success of policy makers in stabilizing the slowing global economy?

    Macro Outlook: Risks Have Increased Near Term

    Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

    May 22, 2019
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