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.
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
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.
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.
In this short interview, Martin Herbon, Head of Global Financial Institutions talks about his client's challenges but also opportunities in 2023.
Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.
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.
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.
Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
Natixis IM Solutions analyse the economic and political turmoil in the UK.
Allocations are under review amid sustained inflation and a recessionary environment.
Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
John Levy, Senior Sovereign Analyst at Loomis Sayles, talks about the recent developments within the UK market.
The metaverse is about to change everything. What does this mean for investors?
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.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Covid has ushered in a working revolution. Will it be peaceful or disruptive?
Find the macroeconomic views of our affiliate at the end of the second quarter of 2022.
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.
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.
AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.
With recession looming, central bank policy is a linchpin in H2 prospects.
2022 has proven historically volatile for investors. So, what can they do?
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.
AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.
Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
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.
Rates have been rising. Can companies take the heat? Loomis takes a look at the Loan Market.
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.
Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.
How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
Market and macroeconomic implications of the Russia-Ukraine crisis are explored by our strategists.
Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.
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.
Alternative strategies that can provide a different lens through which to view market volatility and the potential risk and returns.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.