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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Jack Janasiewicz
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What’s It Take to Be an AI Winner?

AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

February 22, 2024 Aziz V. Hamzaogullari
Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024
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Going Where the Value Is Greater: International Equities

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

December 21, 2023 David G. Herro
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

December 15, 2023 Jack Janasiewicz - Garrett Melson
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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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Live Webinar Replay - Trends at Midyear

Panelists highlight portfolio trends, discuss risk and return metrics, and answer questions from live audience.

October 4, 2023
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Midyear Recap: Portfolios Back in Business?

Advisor allocations remained cautious despite strong equity market returns in the first half, according to the Natixis Portfolio Barometer analysis.

August 25, 2023
Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

April 24, 2023
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Bottoms Up: Finding Sustainable Growth in a Global Value Chain

Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.

June 28, 2022