Markets
Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views
Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Fixed Income: Top Five Themes to Watch in 2022
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Curb Appeal of Real Estate Markets in 2022
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.
What’s Ahead for Global Stock Markets in 2022?
Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Credit Market Update: Appetite for Yield Continues
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
Municipal Bond Marketplace Outlook
Amid anticipation on the legislative front, the Loomis Sayles Municipal Bond Team provides their outlook for the remainder of 2021.
- November 16, 2021
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Core Plus Bond Insight: Growth, Inflation and the Fed
Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.
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
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
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
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.
- September 30, 2021
- Natixis Investment Institute
- Aziz V. Hamzaogullari
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
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
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
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
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
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?
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.
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.
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
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
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 reached 5% in 2021 for the first time since 2008. Should investors be concerned?
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?
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.
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?
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 managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
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.
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.
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.
Blowing Out Subscription Economy Strategy's 1st Candle
New interview of the co-PM: Nolan Hoffmeyer and Walid Azar Atallah.
- March 18, 2021
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.
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.
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.
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.