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.

H2O's Bruno Crastes Interviewed by the Financial Times H2O's Bruno Crastes Interviewed by the Financial Times

The interview with Bruno Crastes on how to become one of the best absolute return managers on the European scene.

  • March 25, 2019
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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.

  • March 15, 2019
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.

Market Rally vs. Market Reality: Evaluating the Path Ahead Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

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.

  • March 4, 2019
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.

  • February 22, 2019
What Could Go Wrong? Measuring 7 Top Market Risks
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What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

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.

  • February 19, 2019
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
The Outlook for Outlooks The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

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.

  • January 24, 2019
Macro & Market Commentary Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

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.

  • January 22, 2019
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.

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.

  • January 9, 2019
Capital Markets 2019: Change Is in the Air Capital Markets 2019: Change Is in the Air

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

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.

  • December 28, 2018
European Stocks and the Wall of Worry
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European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

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.

  • December 17, 2018
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.

  • December 12, 2018
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
Throw Out the Crystal Ball: 2019 Market Outlook Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

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
Late Cycle Investing: Focus on Flexibility and Diversification
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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

Poise Under Pressure: David Herro Decodes Stock Market Unrest
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

The Change Variable: Cross-Sector Disruptors and Investing
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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

  • November 21, 2018
Rising Rates and Duration Risk
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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

Why Investors Should Be Cautious, Not Bearish Why Investors Should Be Cautious, Not Bearish

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.

Shaping the New Geopolitical World Order
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Shaping the New Geopolitical World Order

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.

  • November 2, 2018
Fixed Income Amid Rising Rates: Challenges and Opportunities
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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

  • November 1, 2018
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

  • September 4, 2018
Accounting for Intangible Assets: The New Value Investing
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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

  • September 4, 2018
International Equity Outlook: Market Instability Can Mean Opportunity
International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Finding Value in the Global Credit Cycle
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Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
Managing Fixed Income Allocations in a Rising Rate Environment Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

  • July 2, 2018
Flexibility in Fixed Income is Key When Rates Are on the Rise
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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

  • June 21, 2018
Is the Return of Volatility an Opportunity for Active Managers? Is the Return of Volatility an Opportunity for Active Managers?

In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.

Rethinking Equity Markets and the Value of Volatility Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
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