Liquidity, Reserves and High Grade for Late Cycle Unknowns
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Liquidity, Reserves and High Grade for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

  • October 30, 2019
Should Investors Be Concerned About a Market Bubble? Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Market Perspectives: Reasons for Cautious Optimism Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Defensive Moves for Late Cycle Fixed Income Markets Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

  • October 8, 2019
Preparing Portfolios for Interest Rate Uncertainty Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

Understanding a Low Inflation, Slow Growth World Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Should Investors Worry About a Recession? Should Investors Worry About a Recession?

Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.

Volatility in Context: On Yields, Economic Indicators, and Recession Odds Volatility in Context: On Yields, Economic Indicators, and Recession Odds

Five points for investors to consider in light of recent volatility in the equity and fixed income markets.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Welcome to the Meh Market 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.

2019 Oil Markets Outlook 2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Can Monetary Policy Revitalize Markets? Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue? Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

Status quo enough for markets Status quo enough for markets

The rally in equities can continue, although decent earnings results will be needed to maintain momentum.

Equity Markets March On, While Bonds Call Recession Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

New Adventures in Alternatives New Adventures in Alternatives

Alternative strategies that can provide a different lens through which to view market volatility and the potential risk and returns.

  • July 4, 2019
Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
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Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

Summer Break: Pursuing Value Amid the Noise Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

Beyond Tariffs and Trade: US-China and the New Economic Cold War Beyond Tariffs and Trade: US-China and the New Economic Cold War

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

Natixis Exchange: Where political uncertainty creates investment opportunity
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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Investor Considerations for the Fed’s Interest Rate Pause Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

Macro outlook: risks have increased near term Macro outlook: risks have increased near term

Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.

  • May 22, 2019
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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win
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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

From the Summit: Can Democracy Survive Social Media?
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From the Summit: Can Democracy Survive Social Media?

Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.

Natixis Exchange: Investing in an Uncertain World
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Natixis Exchange: Investing in an Uncertain World

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

Natixis Exchange: Politics, Trade and the Challenge of China Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

From the Summit: Can the Multilateral Trading System Survive (and How)?
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From the Summit: Can the Multilateral Trading System Survive (and How)?

A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.

Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape

Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.

  • May 8, 2019
From the Summit: Law and Order on the AI Frontier
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From the Summit: Law and Order on the AI Frontier

Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.

Is the Cycle Over? What Investors Should Know
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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

  • April 30, 2019
From the Summit: The Disruptors
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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

Loomis Sayles Update: Active Investors Get Selective in 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
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Changing Market Dynamics Present Active Value Opportunities Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

Equity Investing in the Current Environment Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

From the Summit: Blockchain: Believe the Hype?
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From the Summit: Blockchain: Believe the Hype?

Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.

Natixis: Allocation Perspective – February 2019 Natixis: Allocation Perspective – February 2019

Will the “Fed put”, be enough to ensure further upside to risky assets? Nuno Teixeira, Head of Cross-Asset Diversified Beta Solutions, gives his view on this in his monthly market analysis.

  • March 13, 2019
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Taking Measure of Global Markets: Risks, China, and Europe
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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

CTA Market Size Factor: Bigger was Better in 2018 CTA Market Size Factor: Bigger was Better in 2018

Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, discusses market size in futures and describes how a Commodity Trading Advisor (CTA) market size factor can affect CTA performance.

  • March 6, 2019
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From the Summit: Will Renewable Energy Transform Global Geopolitics?
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From the Summit: Will Renewable Energy Transform Global Geopolitics?

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

2019, A Reassuring Wave of Pessimism: Mirova Outlook 2019, A Reassuring Wave of Pessimism: Mirova Outlook

More than ever, 2019 is a year to invest in and for a more sustainable economy.

  • February 26, 2019
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Bank Loans: Much More Than a Rising Interest Rates Play Bank Loans: Much More Than a Rising Interest Rates Play

Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.

  • February 25, 2019
From the Summit: Is China Ready to Lead?
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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

Natixis: Allocation Perspective Natixis: Allocation Perspective

The “Fed Put” should give risks assets great short-term visibility, says Nuno Teixeira, Head of Cross-Asset Diversified Beta Solutions, in his monthly market analysis.

  • February 21, 2019
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From the Summit: The Power of Migration and Demography
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From the Summit: The Power of Migration and Demography

Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.

Time to Get More Active about Fixed Income and Equity Investing?
Time to Get More Active about Fixed Income and Equity Investing?

Exploring active fixed income and equity strategies for markets at a crossroads.

  • February 11, 2019
10 Things Keeping Investors Up at Night 10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

Unleashing the Superpower Potential of Bonds
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Unleashing the Superpower Potential of Bonds

When interest rates rise, bonds get a bad rap, but investors may want to think twice before bailing on bonds.

  • February 4, 2019
Overly Emotional Equity Markets Creating Opportunity for Value Investors
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

From the Summit: The New Geopolitical World Order
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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

Natixis: Allocation Perspective Natixis: Allocation Perspective

Head of Cross-Asset Diversified Beta Solutions, Nuno Teixeira, discusses how financial markets almost threw in the towel in Q4 2018 and what he thinks might be in store for 2019.

  • January 23, 2019
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From the Summit: The World in the Making: A Presidential Perspective
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From the Summit: The World in the Making: A Presidential Perspective

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

Loomis Sayles: Investment Outlook 2019 Loomis Sayles: Investment Outlook 2019

Macro Analyst, Craig Burelle of Loomis Sayles, discusses how modest total returns and above-average volatility may define the risk asset landscape in 2019.

  • January 16, 2019
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AlphaSimplex: A Look at Trend Following Strategies, Past and Present AlphaSimplex: A Look at Trend Following Strategies, Past and Present

Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, looks at trends seen in 2018 and how they compare to other historical periods.

  • January 10, 2019
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Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019 Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

From the Summit: The Future of Europe
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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

From the Summit: Ten Years After the Crisis: The Fallout and the Future
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From the Summit: Ten Years After the Crisis: The Fallout and the Future

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.

From the Summit: The US Mid-Term Elections: Instant Analysis
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From the Summit: The US Mid-Term Elections: Instant Analysis

Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.

Searching for Late Cycle Yield Advantage Searching for Late Cycle Yield Advantage

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.

  • December 6, 2018
Pursuing Hidden Value in Global Bond Markets Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

  • December 4, 2018