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
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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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
2023 Fund Selector Outlook

Fund selectors look to balance challenging markets and evolving client needs.

February 13, 2023 Dave Goodsell
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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
Outlook: A Volatile Start Could Present Opportunities in 2023

Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

February 3, 2023
DNCA – 2022 Overview & 2023 Outlook

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

February 3, 2023
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
Harris Associates: Stick to the Basics

Harris Associates’ Client Communications Specialist Jack Morgan writes about the importance of having the discipline to “stick to the basics” to avoid short-term trends and focus on attaining sustainable, long-term results.

January 31, 2023
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
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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Sustainable Investing Trends for 2023 and Beyond

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

January 13, 2023 Jens Peers
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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
2023 Institutional Outlook

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

December 6, 2022 Dave Goodsell
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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
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
Retirement Sentiment Among High Net Worth Investors

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

October 17, 2022 Dave Goodsell
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
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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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
Asset Studio: Our Global Digital Platform

Discover Asset Studio, Natixis Investment Managers Solutions’ global digital platform.

June 6, 2022
Greenium: New Catalysts in 2022

Discover Agathe Foussard and Nelson Ribeirinho’s analysis on the new catalysts for Greenium in 2022.

May 24, 2022
Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

April 26, 2022 Jack Janasiewicz - Garrett Melson
DNCA: Convictions & Outlook - Q1 2022

Read our affiliate’s views at the end of the first quarter 2022.

April 26, 2022
An Inverted Yield Curve May Signal Recession, But Not Always

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

April 20, 2022
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

April 7, 2022
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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

March 22, 2022 Michael J. Acton
Off Ramps for Russia and Markets

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

March 15, 2022 Garrett Melson
Macro Consequences of Russia's Invasion

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

February 7, 2022 Dave Goodsell
2022 Institutional Outlook

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

December 7, 2021 Dave Goodsell
2021 Fund Selector Outlook

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

February 17, 2021 Dave Goodsell
AlphaSimplex: Trends Everywhere 2020

Taking a look at what trends worked well in 2020.

February 5, 2021
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Loomis Sayles: Growth Equity Strategies with Aziz Hamzaogullari

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.

November 19, 2020 Aziz V. Hamzaogullari
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Artificial Intelligence & Robotics: An Exponential Growth

A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.

September 4, 2020
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Water: An Indispensable Life-Sustaining Resource

A basic human need, essential for economic development. Learn more with our experts from Thematics AM.

September 3, 2020
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Loomis Sayles: An update on portfolio changes in the growth equity strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

May 28, 2020
2019 Global Survey of Professional Fund Buyers

Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.

April 3, 2020
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Subscription Economy: The Future of Consumption

With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.

February 12, 2020
Creating Sustainable Value: Should the Financial Markets Worry About Social Inequalities?

European Parliament claimed “the climate and environment emergency”. It reminds us how important it is to speed up toward a carbon-neutral world transition.

February 6, 2020
2020 Institutional Outlook

The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

December 4, 2019
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
Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

April 4, 2019
2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

March 4, 2019
Investing in the Age of Sustainable Development Goals

A tailored investment approach reconciling economic, environmental, and social value creation.

July 2, 2018
Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

June 15, 2018
Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.

May 4, 2017