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Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

December 5, 2023 Matthew J. Eagan
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Growth Trends with a Long Runway

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

November 27, 2023 Aziz V. Hamzaogullari
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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