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.

  • 1 week ago
Multi-Asset Income: Sustainable Income Focused on Quality and GRIT

Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.

Be Prepared: 5 Investment Strategies to Consider in 2019

Amid conflicting market signals, investors may want to think about lower-risk allocations.

  • December 27, 2018
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Loomis Sayles Global Allocation Fund

Loomis Sayles Global Allocation Fund’s veteran management team discuss the importance of their go-anywhere, best-ideas approach and continuous collaboration, along with where the value is today.

  • December 19, 2018
Core Plus Bond Team Views

The Loomis Sayles Core Plus Bond Team presents its current macro views and economic outlook as of the third quarter of 2018.

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.

Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

Multisector Team Outlook

The Loomis Sayles Multisector Team presents its views on global growth trends and economic indicators and how each might inform their investment approach in the near term.

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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.

Navigating Dynamic Markets with Tactical Flexibility

Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.

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US Asset Allocation Trends – Summer 2018

The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.

  • October 17, 2018
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Strategy Changes: Loomis Sayles Investment Grade Bond Fund and High Income Fund

Portfolio Manager Elaine Stokes talks with Senior Vice President and Investment Strategist Ken Herold to describe changes to the two funds intended to eliminate volatility associated with currency and equity allocations.

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Time to Take an Alternative Route to Fixed Income?

Diversifying away from traditional fixed income may be advantageous in a rising rate landscape, explains Loomis Sayles Strategic Alpha manager.

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Searching for Income Amid Potential Volatility

In a late-expansion market, a tactical, flexible approach may be key to finding steady portfolio income.

Reading the Yield Curve Signals: Recession or Expansion?

Insights for fixed income investors on how a flattening yield curve may still be an indicator of near-term economic activity.

3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.

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Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
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Active ETF for a Shifting Bond Market

How Natixis Loomis Sayles Short Duration Income ETF may help in a shifting bond market is discussed on the NYSE floor.

  • July 26, 2018
Seasonal Benefits of Active Municipal Bond Management

An active management approach to seasonality factors in the municipal bond market may benefit portfolios.

Looking at Merger Mania in the Healthcare Sector

A senior fixed income analyst discusses mergers in the healthcare industry and its potential effect on investment in the sector.

  • July 17, 2018
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Considering Bank Loans in a Rising Rates Environment

Loomis Sayles examines how a flexible bank loans strategy may help lessen the impact of rising rates in fixed income portfolios.

  • July 13, 2018
Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

Fixed Income Opportunity for a Rising Rate Environment

Christopher Harms discusses opportunity for active short duration income in today’s rising interest rate environment.

Preparing Fixed Income Portfolios for Rising Interest Rates

Discussing ways to mitigate the potential effects of rising interest rates on fixed income portfolios.

Fixed Income ETFs: Unique Premium/Discounts Explained

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

SALT Shake-up: Muni Bonds After Tax Reform

Geographically diversified portfolios may still be the best way to manage risk and generate income from municipal bonds.

Four Key Insights into Establishing the California Green Bond Market

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

  • March 2, 2018
Where's the Value in Fixed Income?

Interest rates, inflation, tax cuts and yield opportunities across fixed income markets are discussed by three portfolio managers.

  • January 12, 2018
Rainy Day Funds: Understanding Short-Term Investment Strategies

Comparing the benefits and risks of three investment strategies that investors can consider when planning for short-term expenses.

New Maps: Charting Innovation in the Fixed Income ETF Landscape

A look at the current state of the ETF landscape and innovation in fixed income exchange-traded funds.