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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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.

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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.

2023 Institutional Outlook

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

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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.

Investing in Volatile Times

Allocations are under review amid sustained inflation and a recessionary environment.

  • October 25, 2022
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Investment Outlook: A Cautious View Amid Continued Fed Hiking

More Fed tightening, potential long-term US dollar strength, resilient earnings but challenged equities, some value in credit sectors, and no imminent resolution in Ukraine.

  • October 21, 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.

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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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
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Managed Futures and Market Stress

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

  • July 21, 2022
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

Asset Studio: Our Global Digital Platform

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

  • June 6, 2022
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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.

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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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.

Off Ramps for Russia and Markets

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

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.

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.

2022 Fund Selector Outlook

Fund selectors look past Covid to bigger risks in 2022.

Mirova Outlook 2022

Which asset classes may prevail over the new year 2022?

  • February 3, 2022
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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!”

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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 8, 2021
2021 Fund Selector Outlook

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

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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.

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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
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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
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
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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.

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
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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
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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
Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

  • December 5, 2017
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