Institutional sentiment shows 2024 to be a year filled with many uncertainties.
While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.
In this podcast, Aziz Hamzaogullari, Chief Investment Officer at Loomis Sayles, shares the three components he is looking at when selecting companies and stocks: quality, growth, and valuation.
European equities have not kept pace with the US during 2023’s AI-driven boom in growth stocks, but is there a more promising longer-term outlook that might present an attractive entry point?
Latest global market reviews from Natixis Investment Managers Solutions.
Aziz Hamzaogullari, Founder & CIO at Loomis Sayles, explains what investing in the long-term means in the light of recent market events.
When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.
Our experts from Mirova, Loomis Sayles and Natixis Investment Managers describe what they see as being front of mind for sustainable investors today, and how they think the sustainability landscape is evolving.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
Our experts from Mirova, Loomis Sayles and DNCA Investments provide their analysis of the opportunities for fixed income and equities in the second half of 2023.
We’re all familiar with generative AI like ChatGPT, but AGI is where reality meets science fiction. And investors are excited about its potential.
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Fixed income has re-emerged as an asset class of choice in 2023, yet the market environment remains complex.
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.
As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.
Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.
What could the European Central Bank’s unwinding of its largest quantitative policy measure on record mean for the markets?
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
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.
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.
“Should we take advantage of the fall of the equity markets over 2022?” Hear from Luc Dumontier, Head of Investments and Operations, Ossiam
Fund selectors look to balance challenging markets and evolving client needs.
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.
DNCA Finance takes stock of the year 2022 and gives its macroeconomic outlook for 2023.
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.
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.
Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.
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.
Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.
It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.
Fund selectors look past Covid to bigger risks in 2022.
After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies Team, gives an investment update, discusses risks and opportunities, the integration of ESG and more.
A multi-decade growth theme, expected to become ubiquitous in our day to day lives. Learn more with our experts from Thematics AM.
A basic human need, essential for economic development. Learn more with our experts from Thematics AM.
Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
With the right supporting demographic, technological and sustainability drivers in place, the subscription economy is poised to see further accelerating growth.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
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.
Risks are becoming more symetric near term as markets shift to price in a global growth pick-up.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
A tailored investment approach reconciling economic, environmental, and social value creation.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.