Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.
Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.
Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.
Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.
Clouds on the horizon: five capital market story lines to watch in the second half of 2018.
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.
In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.
A panel of Natixis investment managers discuss their market outlooks for 2018
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.