Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
While equity market volatility appears calm on the surface, a closer look at sector-specific volatilities may be telling a different story.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Learn why a low-volatility equity strategy may be a good way to address the potential uncertainty in the second half of 2021.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.