Crisis or Correction? – A Quant's View of the Coronavirus Crisis or Correction? – A Quant's View of the Coronavirus

What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.

Into the Unknown: Gauging the Depth of the COVID-19 Recession Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

Coronavirus Markets: Have We Seen the Bottom? Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

COVID-19: Understanding the Policy Response and the Road Ahead for Markets
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COVID-19: Understanding the Policy Response and the Road Ahead for Markets

Discussing the federal response to coronavirus, the near-term market outlook, and the pandemic's effects on election season.

Pandemic And Price War: Industry Analysis of the Current Environment Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
View from Washington: How Might COVID-19 Impact Election Season? View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Growth Scenarios Ahead
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Growth Scenarios Ahead

With the world dealing with the impact of COVID-19, our Head of Global Market Strategy looks at three possible scenarios that could to unfold in the economy and markets.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

View from Washington: Markets, COVID-19 and the Federal Response View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

What an Oil Price War Could Mean for Markets and Investors What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

Making Sense of Market Mayhem Making Sense of Market Mayhem

Chief Market Strategist David Lafferty offers thoughts on how investors can think about risks and opportunities amid an oil price war and COVID-19 market turbulence.

COVID-19: Perspectives from a Long-Term Value Investor COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

  • March 3, 2020
Ostrum AM’s Monthly Market Update (March)
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Ostrum AM’s Monthly Market Update (March)

Discover the Monthly Equity and Fixed Income Market Analysis by Axel Botte, Global Strategist at Ostrum Asset Management

  • March 2, 2020
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COVID-19: Making Sense of Market Sentiment COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19 Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Perpetual Profit Machine? Assessing the Bull Market’s Path Forward Perpetual Profit Machine? Assessing the Bull Market’s Path Forward

Chief Market Strategist David Lafferty discusses how the bull market has continued its upward march – and why investors may want to use caution.

WCM Sees Growing Opportunity in Emerging Markets WCM Sees Growing Opportunity in Emerging Markets

Portfolio managers Greg Ise and Mike Trigg of WCM Investment Management, talk about their distinctive approach to the emerging markets equity space

  • February 18, 2020
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Allocating to Where the Value Is in Global Markets
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Allocating to Where the Value Is in Global Markets

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

  • February 14, 2020
Coronavirus and Global Markets: What Investors Should Know Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Price Matters: International Value Opportunities Today
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

No Excess Economic Optimism, But Questions About Equity Valuation No Excess Economic Optimism, But Questions About Equity Valuation

As with previous epidemics, the coronavirus will have a temporary and reversible negative impact on the Chinese and global economy.

How Might the Coronavirus Impact Markets and Investors in the Near Term? How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Q&A with Jens Peers, Mirova – Serious about sustainability  Q&A with Jens Peers, Mirova – Serious about sustainability

Jens Peers, CEO & CIO of Mirova US and manager of the Mirova Global Sustainable Equity Strategy, reveals how he identifies the companies that are transitioning towards the future.

  • January 31, 2020
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Investment Opportunity and Risk Considerations for a Bull Market Investment Opportunity and Risk Considerations for a Bull Market

Chief Market Strategist David Lafferty looks at how investors can consider near-term growth prospects while remaining aware of potential risks.

Know Your Loans – Why Active Management Matters
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Know Your Loans – Why Active Management Matters

Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.

  • January 24, 2020
Ten Investor Risk Considerations for 2020 Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Loomis Sayles Investment Outlook – Q1 2020 Loomis Sayles Investment Outlook – Q1 2020

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

Horizons : Special Edition, 2020 Outlook Horizons : Special Edition, 2020 Outlook

Ostrum Asset Management experts’ special economic and market analysis for the year 2020.

  • January 10, 2020
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Data Privacy Regulation in the US
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel
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Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel

Our panel of experts share insights about growth, volatility, and interest rates at Natixis’ 2020 Institutional Outlook event.

Balancing Yield and Risk for a Transitioning Credit Cycle
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Balancing Yield and Risk for a Transitioning Credit Cycle

Doubling of debt in the investment grade sector is a top risk that the co-manager of Loomis, Sayles & Company’s Core Plus Bond strategies is navigating late cycle.

  • December 18, 2019
We’re on the Road to Nowhere: Natixis Strategist 2020 Outlook We’re on the Road to Nowhere: Natixis Strategist 2020 Outlook

Natixis strategists forecast little change in capital markets for 2020.

A Year of Geopolitical Détente or Danger? Global Outlook 2020
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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

2020 Global Market Outlook: Can the Global Economy Stay on Track?
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2020 Global Market Outlook: Can the Global Economy Stay on Track?

With no obvious shocks on the horizon, Chief Market Strategist David Lafferty believes 2020 market performance hinges on pace of global growth.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020 Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

5 Value Ideas from David Herro: Equity Outlook 2020 5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

Bright Spots, Macro Risks, Credits & Currencies: Fixed Income Outlook 2020
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Bright Spots, Macro Risks, Credits & Currencies: Fixed Income Outlook 2020

Global markets may feel overvalued, but there are pockets of opportunity, says Co-Head of Loomis, Sayles & Company’s Multisector Full Discretion Team.

  • December 10, 2019
Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020 Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

The Extension of the Economic Cycle Favors a Broadening of the Equity Rally 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.

The Outlook on Outlooks The Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

Why a Recession May Not Be Imminent Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

Horizons : Discover Ostrum AM’s quarterly outlook (Q4) Horizons : Discover Ostrum AM’s quarterly outlook (Q4)

Ostrum Asset Management experts’ economic and market analysis.

  • November 5, 2019
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What Clearing Geopolitical Clouds Could Mean for Investors

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Liquidity, Reserves and High Grade for Late Cycle Unknowns
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Liquidity, Reserves and High Grade for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

  • October 30, 2019
Should Investors Be Concerned About a Market Bubble? Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Market Perspectives: Reasons for Cautious Optimism Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Defensive Moves for Late Cycle Fixed Income Markets Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

  • October 8, 2019
Understanding a Low Inflation, Slow Growth World Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

Too Early for Pessimists Too Early for Pessimists

Our statistical analysis shows that 70% of equity investor risk appetite is defined by global growth, political risk and the FED’s monetary policies.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Welcome to the Meh Market 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.

2019 Oil Markets Outlook 2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Measuring Market Drivers – Can the Equity and Bond Rally Continue? Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Status Quo Enough for Markets Status Quo Enough for Markets

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

The Battle Against Slowing Growth Takes Shape The Battle Against Slowing Growth Takes Shape

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

Equity Markets March On, While Bonds Call Recession Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Summer Break: Pursuing Value Amid the Noise Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

Natixis Exchange: Where political uncertainty creates investment opportunity
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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Investor Considerations for the Fed’s Interest Rate Pause Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

Macro Outlook: Risks Have Increased Near Term 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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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win
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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

From the Summit: Can Democracy Survive Social Media?
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From the Summit: Can Democracy Survive Social Media?

Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.

Natixis Exchange: Investing in an Uncertain World
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Natixis Exchange: Investing in an Uncertain World

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

Natixis Exchange: Politics, Trade and the Challenge of China Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

From the Summit: Can the Multilateral Trading System Survive (and How)?
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From the Summit: Can the Multilateral Trading System Survive (and How)?

A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.

Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape

Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.

  • May 8, 2019
From the Summit: Law and Order on the AI Frontier
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From the Summit: Law and Order on the AI Frontier

Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.

Is the Cycle Over? What Investors Should Know
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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

  • April 30, 2019
Beta and the bull run Beta and the bull run

Increased market volatility and lingering geopolitical uncertainty can make it harder to look for uncorrelated sources of investment returns in the long run

  • April 30, 2019
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From the Summit: The Disruptors
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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

From the Summit: Blockchain: Believe the Hype?
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From the Summit: Blockchain: Believe the Hype?

Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.

From the Summit: Will Renewable Energy Transform Global Geopolitics?
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From the Summit: Will Renewable Energy Transform Global Geopolitics?

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

From the Summit: Is China Ready to Lead?
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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

From the Summit: The Power of Migration and Demography
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From the Summit: The Power of Migration and Demography

Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.

Time to Get More Active about Fixed Income and Equity Investing?
Time to Get More Active about Fixed Income and Equity Investing?

Exploring active fixed income and equity strategies for markets at a crossroads.

  • February 11, 2019
From the Summit: The New Geopolitical World Order
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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

From the Summit: The World in the Making: A Presidential Perspective
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From the Summit: The World in the Making: A Presidential Perspective

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

From the Summit: The Future of Europe
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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

From the Summit: Ten Years After the Crisis: The Fallout and the Future
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From the Summit: Ten Years After the Crisis: The Fallout and the Future

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.