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.
How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.
Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.
Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.
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.
Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.
Portfolio Manager Bill Nygren shares his views on current market conditions, recession talk, and the business forecast.
A look at recent capital market performance across asset classes and a near-term market forecast.
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
A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.
Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.
Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.
Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?
Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.
Five points for investors to consider in light of recent volatility in the equity and fixed income markets.
An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.
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.
How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.
Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.
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.
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.
How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.
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.
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.
Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.
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.
Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.
How Loomis Sayles seeks superior risk-adjusted excess returns
The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.
Three leading portfolio experts explain how they invest in a shifting economic and political landscape.
Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.
A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.
The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.
In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.
Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
Whether or not Congress can agree on new spending and the debt ceiling could impact markets and investors.
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.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
What is the Green New Deal – and how might it impact markets and investors?
An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.
Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.
In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.
Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Mirova Portfolio Manager Amber Fairbanks discusses her equity outlook for 2019 and shares insights on potential long-term ESG investment opportunities.
Elaine Stokes of Loomis Sayles’ Multisector Team discusses removing equity and non-dollar volatility in the Investment Grade Bond Fund, and 2019 outlook.
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.
Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.
Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.
President Trump and a divided US Congress will face a wide range of challenges in the year ahead – how might what transpires affect investors?
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
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.
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.
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.
Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.
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.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
A growing middle class presents sustainable opportunities for investors to help meet demand for consumer goods and health care.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.