Watch
Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Macro & Market Commentary

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

Watch
Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
Watch
Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

Watch
Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

  • July 2, 2018
Watch
Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

  • June 21, 2018
Watch
Six Beliefs for Driving Alpha in Equity Portfolios

Learn about why our proprietary seven-step research framework is the cornerstone of our investment decision making process and drives our security selection.

Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
  • Lock Icon, content requires login
15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks for 2018

Going Green: ESG Fixed Income Investing for Global Markets

Green bonds are making inroads into global fixed income markets as the focus on climate change and ESG investing heats up.

4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

What’s It Take to Deliver Superior Risk-Adjusted Returns?

Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.