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Midyear Outlook: Eve of Disruption?

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

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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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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
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