October Investment Outlook from Loomis, Sayles & Co. October Investment Outlook from Loomis, Sayles & Co.

With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.

  • October 22, 2021
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David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

A Fixed Income Predicament: The Case for a Flexible, Active Approach
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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

  • October 8, 2021
The Realities of Realizing Risk The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

  • September 30, 2021
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Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

Wellness, Now More Than Ever
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Wellness, Now More Than Ever

Wellness has become a daily concern. To preserve their health capital throughout their lives, individuals are investing more in their physical and mental wellness.

  • September 28, 2021
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Policy & Politics: Congress’ Massive Year-End Agenda Policy & Politics: Congress’ Massive Year-End Agenda

Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.

If the Dollar Weakens, Investors May Want Global Bonds If the Dollar Weakens, Investors May Want Global Bonds

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

  • September 23, 2021
7 Back-to-School Market Lessons For Investors 7 Back-to-School Market Lessons For Investors

Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.

A Tale of Two Halves
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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.

Real Estate Outlook: The Great American Re-opening? Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

How Will Munis Fare in 2H 2021? How Will Munis Fare in 2H 2021?

Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.

  • August 31, 2021
Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

  • August 20, 2021
This Time It’s Not the Same
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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.

7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Delta Variant Is Another Brick in Market’s Wall of Worry Delta Variant Is Another Brick in Market’s Wall of Worry

Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.

Peak Everything?
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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.

Natixis Strategist Midyear Outlook Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

Inflation: Is It Back and Does It Matter? Inflation: Is It Back and Does It Matter?

Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?

  • July 19, 2021
The Fed and Fixed Income Markets: Midyear Outlook 2021
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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.

Post-Pandemic Inflation and Fixed Income Markets
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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.

2021 Halftime Report: What’s Ahead for Markets 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.

Are Bidenomics the Beginning of a New Economic Era? Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

What Does Fed Surprise Really Mean for Investors? What Does Fed Surprise Really Mean for Investors?

The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.

Cyber Safety: Hacker Activity to Innovative Tech
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Cyber Safety: Hacker Activity to Innovative Tech

Mounting cybercrime threats and how to avoid them are discussed by a cybersecurity expert and Thematics PM Frédéric Dupraz.

  • May 24, 2021
Emerging Markets: Old Myths and New Realities
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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Trend Following: Signs of Inflation? Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

  • April 30, 2021
Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Equity Insight: Identifying Value in International Small Caps Equity Insight: Identifying Value in International Small Caps

Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.

  • April 13, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Banking, Finance, and the Biden Agenda: What’s Ahead?
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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

Inflation, Interest Rates and the Fixed Income Landscape 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
Fed Watch: Why Inflation Expectations Are Likely to Continue Fed Watch: Why Inflation Expectations Are Likely to Continue

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

Blowing Out Subscription Economy Strategy's 1st Candle
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Blowing Out Subscription Economy Strategy's 1st Candle

New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.

  • March 18, 2021
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5G: Connecting the World 5G: Connecting the World

Karen Kharmandarian and Matthieu Rolin, Chief Investment Officer and Senior Portfolio Manager at Thematics Asset Management, break down the next generation of connectivity and what it means for the global economy.

  • March 18, 2021
The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets? The Biden Stimulus Bill: What’s in It – and How Might It Affect Markets?

As the Covid-19 vaccination rollout continues, the latest round of federal fiscal aid focuses on maintaining consumer spending and mitigating unemployment.

Post-Crisis Washington: How Might Politics Inform New Legislation?
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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

2021 Outlook: Three Questions for Loomis Sayles Sector Teams 2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

  • February 24, 2021
Housing Finance Reform and the Biden White House: What’s Next?
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Housing Finance Reform and the Biden White House: What’s Next?

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

View from Washington: US Foreign Policy under President Biden
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View from Washington: US Foreign Policy under President Biden

Among various foreign policy aims, the Biden administration is expected to take a different approach to US-China relations – including on trade.

It’s All Fun and GameStop, Until Someone Loses an Eye It’s All Fun and GameStop, Until Someone Loses an Eye

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

10 Factors to Shape the Recovery with Nouriel Roubini
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10 Factors to Shape the Recovery with Nouriel Roubini

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?
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2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

Should Investors Be Leery of Inflation Risk? Should Investors Be Leery of Inflation Risk?

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

Assessing the Impact of Green Energy on US and European Utilities Assessing the Impact of Green Energy on US and European Utilities

The transition to renewable power has raised concerns among investors with stakes in utilities supported by more conventional power generation facilities.

  • December 17, 2020
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021 After the Catch-up: On Investors, Markets, and a Return to Normal in 2021

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

Taking a Pandemic Pulse Check on Fixed Income Allocations Taking a Pandemic Pulse Check on Fixed Income Allocations

A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.

  • December 10, 2020
Making Sense of the 2020 Elections: What Happened – and What’s Next?
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Making Sense of the 2020 Elections: What Happened – and What’s Next?

Veteran political observer Carl Hulse, Chief Washington Correspondent for The New York Times, recaps the 2020 election season and its implications for the road ahead.

Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Split Down the Middle Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

Regular Investing: Don’t Get Blown Off Course Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020
Data Privacy Regulation in the US Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.