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ESG – Short-Term Trends, Long-Term Evolution

Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.

July 17, 2023
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    Midyear Outlook: Eve of Disruption?

    Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

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    Fixed Income Outlook: More Yield to Be Had?

    An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

    June 26, 2023
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    Monthly Viewpoints: Relief? Rebound? Risk? The outlook for H2

    Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.

    June 19, 2023
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  • Why Everyone’s Talking About… Artificial General Intelligence

    We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.

    May 24, 2023
    Identifying Value in the Crossover Corporate Bonds Space

    Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

    May 24, 2023 Matthew J. Eagan
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    Searching for Growth in Emerging Markets

    Our experts from WCM and Loomis Sayles discuss the opportunities in Chinese equities and why the yields on emerging market corporate credit are the highest we've seen in two decades.

    May 15, 2023
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  • 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
    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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    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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    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
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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
    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.

    August 20, 2020 Jens Peers
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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
    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