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
Expansion Phase Continues: Investment Outlook July 2021 Expansion Phase Continues: Investment Outlook July 2021

Economic growth appears favorable for credit and equity markets in 2021, says Loomis, Sayles & Company’s Senior Macro Strategies Analyst Craig Burelle.

  • July 16, 2021
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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.

Midyear Outlook: Growth – but New Risks – Ahead
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Midyear Outlook: Growth – but New Risks – Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, inflation, and evolving risks in the second half.

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.

6 Things to Watch as the Global Recovery Ramps Up
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6 Things to Watch as the Global Recovery Ramps Up

Global market specialists share perspectives on the key market indicators they are closely watching and what may unfold in the months ahead.

Market Outlook: Reflation Trade Not Over Market Outlook: Reflation Trade Not Over

Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.

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.

Market Outlook: Why Inflation Worries May Be Exaggerated Market Outlook: Why Inflation Worries May Be Exaggerated

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

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
Yields Take Off: How Might Markets React? Yields Take Off: How Might Markets React?

While the question of how high bond yields may rise is important, equity market fundamentals continue to look strong for the near term.

Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

A look at the improving Covid-19 outlook in the US and how risk appetite is likely to remain a key market variable in the near term.

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
Post-Pandemic Markets: Why Reflation May Not Equal Inflation Post-Pandemic Markets: Why Reflation May Not Equal Inflation

Despite a vastly increased global money supply, enduring economic challenges related to the pandemic are likely to limit near-term inflation risk.

Brexit and European Trade: What’s Been Accomplished – and What’s Next?
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Brexit and European Trade: What’s Been Accomplished – and What’s Next?

Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.

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.

Election 2020: Record Turnout, Razor-Thin Results, What Now? Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

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.

Will the 2020 Presidential Election Results Be Litigated? Will the 2020 Presidential Election Results Be Litigated?

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Rising to the Challenges of Retirement
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Rising to the Challenges of Retirement

Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.

Lessons in Leadership
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Lessons in Leadership

5 P’s of discipline, call for world leadership on pandemic, democracy and contested election insight from former White House Chief of Staff Andy Card.

Have Markets Become Addicted to Stimulus? Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

Fall Season: How Concerned Should Investors Be About Volatility? Fall Season: How Concerned Should Investors Be About Volatility?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

View from Washington: A Supreme Court Seat Enters the Election Fray View from Washington: A Supreme Court Seat Enters the Election Fray

VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.

Reflections on Ten Years in Trend Following Reflections on Ten Years in Trend Following

AlphaSimplex Chief Research Strategist, portfolio manager and inventor of “crisis alpha” Kathryn Kaminski discusses how her approach can benefit investors.

  • September 23, 2020
CEO Panel Talk: Investing with Purpose
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CEO Panel Talk: Investing with Purpose

What role can the financial community play in advancing important societal issues? Three executives share insight on greater engagement and collaborating with other sectors.

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?

Is the Market’s Health Contingent on Additional Federal Aid? Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

September Outlook: Data Continues to Point to a Measured Recovery September Outlook: Data Continues to Point to a Measured Recovery

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

Year-End Outlook: Tracking the Post-COVID-19 Economy Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

Measuring the Sustainability of US Economic Recovery in COVID Times
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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

  • August 24, 2020
Would President Biden Be Bad for Markets? Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

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.