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Stepping Up Resiliency of Fixed Income Portfolios

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

Managed Futures and Macro Uncertainty: Navigating the Extremes

AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.

  • May 18, 2022
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Multisector Matters: Volatility Means Mispriced Bond Opportunity

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

  • May 9, 2022
Municipal Bond Marketplace Outlook

Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.

  • May 4, 2022
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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.

DNCA Convictions & Outlook Q1-2022

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

  • April 26, 2022
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Seeyond Macro Insights: When the laws of physics get involved...

Frank Trividic, Deputy CIO at Seeyond provides his views on the current markets.

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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Market Volatility During Wartime

Simon Aninat, Volatility expert at Seeyond, provides insights on volatility during wartime.

  • April 19, 2022
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Credit Market Update: Quality Matters As Inflation Ticks Higher

What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.

Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

  • April 14, 2022
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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • April 14, 2022
Loomis on Loans - Q1 2022

Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.

  • April 13, 2022
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A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

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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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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

  • March 30, 2022
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

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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.

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How Bonds Really React to Rising Rates

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

  • March 18, 2022
Off Ramps for Russia and Markets

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

Will AI Change the Workplace Forever?

There’s no shortage of extravagant predictions for the long-term impact of Artificial Intelligence, but what does the technology promise for our workplaces within this decade?

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.

Russia-Ukraine: The new risk regime for investors

Emmanuel Bourdeix, Chief Executive Officer at Seeyond, shares his insights on the current risk regime in the markets.

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
David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

The Fed Hiking Cycle: How Tight Is Tighter?

Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.

How Fixed Income Managers Are Thinking About Russia’s Invasion

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

  • February 28, 2022
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Intraday Volatility

Intraday volatility was very high in January. Simon Aninat, Volatility expert at Seeyond, discusses this event...

  • February 28, 2022
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Russia's Global Supply Chain Leverage

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA®, considers the less obvious dependencies on Russia, including aluminum and titanium.

  • February 25, 2022
What’s Next for Europe?

Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.

  • February 25, 2022
What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Flex Time: Tactically Allocating for Rising Yields

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

What Does the Fed's Inflation Fight Mean for Fixed Income?

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

Macro Insights: 2022 Market Outlook

Stéphanie Bigou, Global Macro Portfolio Manager at Seeyond, provides the market analysis and 2022 outlook of the management team.

Mirova Outlook 2022

Which asset classes may prevail over the new year 2022?

  • February 3, 2022
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Bank Loans Outlook: Signals for a Constructive 2022

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

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Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

  • December 23, 2021
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Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 22, 2021
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Seeyond - Equity vs. Govies Volatility in 2021

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility of Equities vs Govies in 2021.

  • December 21, 2021
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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

  • December 13, 2021
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

  • December 9, 2021
Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

  • November 12, 2021
Core Plus Bond Insight: Growth, Inflation and the Fed

Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.

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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

  • September 30, 2021
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A Guide to Understanding China's Regulatory Crackdown

China’s recent blitz of regulations has triggered a cascade of knock-on effects in global markets. Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles provides her insights.

  • September 30, 2021
Is Evergrande a Systemic Risk to China?

Bo Zhuang, Senior Sovereign Analyst at Loomis Sayles & Company provides insights on the Evergrande case.

  • September 29, 2021
Everything You Need to Know About Evergrande

Why investors should pause, take a breath and avoid overreacting.

  • September 24, 2021
If the Dollar Weakens, Investors May Want Global Bonds

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

  • September 23, 2021
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

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Seeyond Volatility Update

Simon Aninat, Volatility expert at Seeyond, provides an update on the volatility environment as of the end of the first half of 2021.

  • July 22, 2021
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Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

Hyper-Concentration on Market Cap-Weighted Indices: Challenging active portfolio managers

How the domination of Mega-cap stocks within indices reduce the ability to generate outperformance?

  • November 2, 2020
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

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.

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International Women’s Day: Senior Executives Reflect on Their Experiences

This International Women's Day, Madeline Ho and Celeste Tay, senior executives and industry pioneers, candidly discuss the experiences of women in finance. They highlight their career aspirations and challenges--and share tools for empowerment.

  • March 12, 2020
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.