Finding Opportunities in Divergent Outlooks

A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

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Liquidity, Reserves and High Grading for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Loomis Sayles Investment Outlook – Q4 2019

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

  • October 14, 2019
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5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

Portfolio Manager Bill Nygren shares his views on current market conditions, recession talk, and the business forecast.

Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Should Investors Worry About a Recession?

Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.

Volatility in Context: On Yields, Economic Indicators, and Recession Odds

Five points for investors to consider in light of recent volatility in the equity and fixed income markets.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

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.

2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

5 ETF Trends to Watch in the Second Half of 2019

Investors in both passive and active ETF strategies will want to remain mindful of interest rate and volatility risk though the remainder of the year.

Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

Time to Reactivate International Equities in Your Portfolio?

Some of the best growth and value opportunities are beyond US borders and benchmarks, according to portfolio managers from WCM Investment Management and Harris Associates.

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Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

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Assessing Liquidity, Growth, and the Tariffs Effect

Vaughan Nelson CEO and Senior Portfolio Manager Chris Wallis provides a mid-year market outlook and thoughts on what investors might expect through year-end.

  • June 27, 2019
Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

Loomis Sayles Growth Equity Alpha Thesis: Seeking Risk-Adjusted Excess Returns

How Loomis Sayles seeks superior risk-adjusted excess returns

Beyond Tariffs and Trade: US-China and the New Economic Cold War

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.

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Natixis Exchange: Investing in an Uncertain World

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

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Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy

In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.

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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

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Crunch Time: What Investors Need to Know About the Debt Ceiling Debate

Whether or not Congress can agree on new spending and the debt ceiling could impact markets and investors.

Concerns and Expectations of Professional Fund Buyers for 2019

From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.

Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

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Green New Deal – Fantasy or Reality?

What is the Green New Deal – and how might it impact markets and investors?

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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

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2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

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Forecasting Trends in Sustainable Investing

Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.

  • February 8, 2019
Pursuing More Predictable Return Streams in Flexible Fixed Income

Elaine Stokes of Loomis Sayles’ Multisector Team discusses removing equity and non-dollar volatility in the Investment Grade Bond Fund, and 2019 outlook.

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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

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.

After the Mid-Terms: Forecasting Policy and Politics in 2019

President Trump and a divided US Congress will face a wide range of challenges in the year ahead – how might what transpires affect investors?

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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

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From the Summit: Ten Years After the Crisis: The Fallout and the Future

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.

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From the Summit: The US Mid-Term Elections: Instant Analysis

Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.

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.

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Making Sense of Tariffs and Trade

What are President Trump’s intentions in the trade dispute with China? Where does Congress stand on trade issues? How might markets be affected? We sit down with two policy experts to discuss.

Top Concerns for Professional Fund Buyers in 2018

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.

Sustainable Investing: Vision Quest for an Emerging Middle Class

A growing middle class presents sustainable opportunities for investors to help meet demand for consumer goods and health care.

Risk on the Horizon: Institutional Investor Outlook for 2018

After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?

Riding the Aftershock: Wholesale Portfolio Manager Survey

How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.