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Fixed Income Outlook: More Yield to Be Had?

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

June 26, 2023
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

May 24, 2023 Matthew J. Eagan
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Higher for How Much Longer?

Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

Implications of Credit Suisse Takeover by UBS for Bond Investors

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.

March 23, 2023
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March 22 Fed Meeting Recap

Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

March 23, 2023 Garrett Melson
Can Confidence in the Financial System Be Restored?

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.

March 21, 2023 Jack Janasiewicz - Garrett Melson
Failing Banks: How Long and Disruptive Will It Be?

Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

March 20, 2023 Jack Janasiewicz - Garrett Melson
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Yield Opportunities Now in Fixed Income Markets

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.

March 6, 2023 Matthew J. Eagan
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What’s Driving Bond Markets Today?

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

February 17, 2023
Fixed Income Portfolios: Time to Build a Yield Advantage

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.

January 30, 2023
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Ruminations on SEC Rulemaking

ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

January 13, 2023 Susan R. Olson
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Attractive Entry Point for International Equity Investing

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

December 21, 2022 David G. Herro
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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022
Is the Bond Market on the Mend?

Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.

November 29, 2022
What Factors Will Drive Fixed Income Markets in 2023?

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

November 21, 2022 Garrett Melson
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
Welcome to the Meh Market

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.

August 8, 2019 Dave Goodsell