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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.

Volatility Is Where You Find It

While equity market volatility appears calm on the surface, a closer look at sector-specific volatilities may be telling a different story.

  • September 2, 2021
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

Taking Stock at Mid-Year – What Can Investors Rely On?

Learn why a low-volatility equity strategy may be a good way to address the potential uncertainty in the second half of 2021.

  • July 29, 2021
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Peak Everything?

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

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The Fed and Fixed Income Markets: Midyear Outlook 2021

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.

  • July 14, 2021
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Post-Pandemic Inflation and Fixed Income Markets

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.

  • July 9, 2021
2021 Halftime Report: What’s Ahead for Markets

What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.

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From the Consultant’s Desk: What’s happening under the surface?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

Inflation, Interest Rates and the Fixed Income Landscape

Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.

  • March 22, 2021
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From the Consultant’s Desk: 10 Trends in 2020

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.

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Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

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Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.

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Six Simple Reasons Why Yesterday’s Volatile Markets are a Wake-Up Call for Investors Today

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

  • July 15, 2019
Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

  • March 2, 2018