Portfolio Manager Insights: Themes & Risks for 2024

From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

December 26, 2023
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Going Where the Value Is Greater: International Equities

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

December 21, 2023 David G. Herro
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

December 15, 2023 Jack Janasiewicz - Garrett Melson
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Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

December 5, 2023 Matthew J. Eagan
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Growth Trends with a Long Runway

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

November 27, 2023 Aziz V. Hamzaogullari
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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
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
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
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