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
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
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
    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
    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
    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
    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
    Outlook: A Volatile Start Could Present Opportunities in 2023

    Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

    February 3, 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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    Viewpoints: Rising Rates, Inflation, Recession - How to navigate 2023?

    Discover the different viewpoints and insights from Karen Kharmandarian, Senior Portfolio Manager, Thematics Asset Management, Bertrand Rocher, Co-Head of Fixed Income & Portfolio Manager at Mirova and Tom Fahey, Co-director of macro strategies at Loomis, Sayles & Company.

    January 23, 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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    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
    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
    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
    2023 Macro Outlook Event: Return to fundamentals?

    At an event for UK media, our panel of internal strategists together with our affiliate investment specialists discussed what the macro outlook for 2023 will look like for equities, bonds, sustainable and thematics investing.

    December 13, 2022
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    Expect Positive Trends for Corporate Bonds in 2023

    Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

    December 13, 2022 Garrett Melson
    Outlook or Look Out! Macro Analysis for 2023

    Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

    December 9, 2022 Jack Janasiewicz - Garrett Melson
    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
    Natixis IM Solutions - Pulse October - The UK is in a Tight Spot

    Natixis IM Solutions analyse the economic and political turmoil in the UK.

    November 15, 2022
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  • 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
    Readying for Recession: High Yield Credit vs. Bank Loans Today

    High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

    September 19, 2022 Matthew J. Eagan
    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
    DNCA: Convictions & Outlook - Q2 2022

    Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.

    August 16, 2022
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  • US Equities: Mind the gap

    Bill Nygren - CIO, US Equities at Harris Associates, takes a look at the current environment of bear markets, recessions and high inflation into historical context and evaluate whether it warrants portfolio repositioning.

    August 15, 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
    Strategist Outlook: The End of Easy Money

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

    July 19, 2022 Dave Goodsell
    Why Everyone's Talking About… Market Volatility

    2022 has proven historically volatile for investors. So, what can they do?

    June 9, 2022
    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.

    June 7, 2022 Matthew J. Eagan
    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
    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.

    April 26, 2022 Jack Janasiewicz - Garrett Melson
    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
    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.

    April 8, 2022 Matthew J. Eagan
    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
    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
    Making Market Sense of Rates, Russia and Real Inflation

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

    March 25, 2022 Jack Janasiewicz - Garrett Melson
    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.

    March 22, 2022 Michael J. Acton
    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.

    March 15, 2022 Garrett Melson
    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.

    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
    AlphaSimplex: Trends Everywhere 2020

    Taking a look at what trends worked well in 2020.

    February 5, 2021
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  • 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
    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
    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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