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Equities Markets March On, While Bonds Call Recession
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects
Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.
Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.
Summer Break: Pursuing Value Amid the Noise
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
Beyond Tariffs and Trade: US-China and the New Economic Cold War
The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.
Natixis Exchange: Where political uncertainty creates investment opportunity
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
- May 28, 2019
- Natixis Investment Institute
Investor Considerations for the Fed’s Interest Rate Pause
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
From the Summit: Countering Cybercrime – How Companies Must Adapt to Win
Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.
From the Summit: Can Democracy Survive Social Media?
Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.
Natixis Exchange: Investing in an Uncertain World
The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.
Natixis Exchange: Politics, Trade and the Challenge of China
Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.
From the Summit: Can the Multilateral Trading System Survive (and How)?
A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.
Measuring Market Excitement: Is Global Growth About to Bloom?
Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.
Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape
Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.
From the Summit: Law and Order on the AI Frontier
Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.
Is the Cycle Over? What Investors Should Know
Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
From the Summit: The Disruptors
Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.
Fed-mageddon: Yield Curve Fever
Chief Market Strategist David Lafferty on what investors should know about Fed policy, interest rates and the yield curve – and their potential effect on markets over the near term.
Natixis Investment Managers Summit Highlights
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
Loomis Sayles Update: Active Investors Get Selective in 2019
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
- March 28, 2019
Changing Market Dynamics Present Active Value Opportunities
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
Equity Investing in the Current Environment
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
From the Summit: Blockchain: Believe the Hype?
Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.
Taking Measure of Global Markets: Risks, China, and Europe
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
Market Rally vs. Market Reality: Evaluating the Path Ahead
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
From the Summit: Will Renewable Energy Transform Global Geopolitics?
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
Bank Loans: Much More Than a Rising Interest Rates Play
Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.
From the Summit: Is China Ready to Lead?
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
What Could Go Wrong? Measuring 7 Top Market Risks
Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.
From the Summit: The Power of Migration and Demography
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
Time to Get More Active about Fixed Income and Equity Investing?
Exploring active fixed income and equity strategies for markets at a crossroads.
10 Things Keeping Investors Up at Night
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Overly Emotional Equity Markets Creating Opportunity for Value Investors
Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.
From the Summit: The New Geopolitical World Order
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
From the Summit: The World in the Making: A Presidential Perspective
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019
Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.
From the Summit: The Future of Europe
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
European Stocks and the Wall of Worry
Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.
From the Summit: Ten Years After the Crisis: The Fallout and the Future
A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.
From the Summit: The US Mid-Term Elections: Instant Analysis
Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.
Searching for Late Cycle Yield Advantage
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Late Cycle Investing: Focus on Flexibility and Diversification
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Poise Under Pressure: David Herro Decodes Stock Market Unrest
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
The Change Variable: Cross-Sector Disruptors and Investing
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Shaping the New Geopolitical World Order
Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.
Fixed Income Amid Rising Rates: Challenges and Opportunities
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Accounting for Intangible Assets: The New Value Investing
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
International Equity Outlook: Market Instability Can Mean Opportunity
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.