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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
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
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Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022
Is the Bond Market on the Mend?

Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.

November 29, 2022
What Factors Will Drive Fixed Income Markets in 2023?

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

November 21, 2022 Garrett Melson
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Readying for Recession: High Yield Credit vs. Bank Loans Today

High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

September 19, 2022 Matthew J. Eagan
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

July 29, 2022
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Managed Futures and Market Stress

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

July 21, 2022
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell
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Stepping Up Resiliency of Fixed Income Portfolios

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

June 7, 2022 Matthew J. Eagan
Macro Uncertainty and Managed Futures: Navigating the Extremes

Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.

May 16, 2022
Multisector Matters: Volatility Means Mispriced Bond Opportunity

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

May 9, 2022
Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

April 26, 2022 Jack Janasiewicz - Garrett Melson
An Inverted Yield Curve May Signal Recession, But Not Always

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

April 20, 2022
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A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

April 8, 2022 Matthew J. Eagan
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Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

April 7, 2022
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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

March 30, 2022
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

March 25, 2022 Jack Janasiewicz - Garrett Melson
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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

March 22, 2022 Michael J. Acton
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How Bonds Really React to Rising Rates

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

March 18, 2022
Off Ramps for Russia and Markets

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

March 15, 2022 Garrett Melson
Macro Consequences of Russia's Invasion

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

Bank Loan Basics: An Income Diversifier for All Times

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

March 4, 2022
What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

February 24, 2022 Jack Janasiewicz - Garrett Melson
Flex Time: Tactically Allocating for Rising Yields

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

February 14, 2022 Richard G. Raczkowski
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