Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.
Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.
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.
A look at recent capital market performance across asset classes and a near-term market forecast.
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
A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?
Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.
Five points for investors to consider in light of recent volatility in the equity and fixed income markets.
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
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.
How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
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.
The rally in equities can continue, although decent earnings results will be needed to maintain momentum.
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
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.
Alternative strategies that can provide a different lens through which to view market volatility and the potential risk and returns.
Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.
The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.
Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.
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.
Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.
Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.
Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.
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.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
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.
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
More than ever, 2019 is a year to invest in and for a more sustainable economy.
Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.
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.
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.
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
Exploring active fixed income and equity strategies for markets at a crossroads.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
When interest rates rise, bonds get a bad rap, but investors may want to think twice before bailing on bonds.
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.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
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.
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
Macro Analyst, Craig Burelle of Loomis Sayles, discusses how modest total returns and above-average volatility may define the risk asset landscape in 2019.
Chief Research Strategist and Portfolio Manager Kathryn Kaminski of AlphaSimplex, looks at trends seen in 2018 and how they compare to other historical periods.
Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
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.
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.
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.
Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.