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Pursuing Opportunities Across Global Markets Amidst A Crisis

Macro backdrop in light of COVID-19, taking advantage of dislocations in EM debt markets, and new opportunities in FinTech are examined by PMs on Loomis Sayles Global Allocation Team.

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COVID-19 Market Update: A Disciplined Approach in Volatile Times

Aziz Hamzaogullari, Chief Investment Officer of Growth Equity Strategies at Loomis Sayles, discusses market risks and opportunities in light of the COVID-19 pandemic.

Managing Volatility: Strategies for Emotional Markets

Risk-mitigating and portfolio diversification ideas to help investors stay invested through market crisis for long-term financial goals.

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COVID-19 and Markets: The Federal Stimulus, Risks, Opportunities, and the Road Ahead

Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.

Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Volatility related to ongoing COVID-19 concerns warrants consideration of fiscal and monetary responses and analysis of what an outbreak recovery might look like.

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Mirova ESG Market Update

Jens Peers, CEO and CIO of Mirova, discusses March 2020 COVID-19 market turbulence and shares some insights on near-term risks and opportunities.

Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

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COVID-19: Understanding the Policy Response and the Road Ahead for Markets

Discussing the federal response to coronavirus, the near-term market outlook, and the pandemic's effects on election season.

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.

  • March 27, 2020
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Coronavirus & Loan Market Update: Loomis, Sayles & Company

COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.

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Harris Associates Market Update: Analyzing Long-Term Market Opportunities

Bill Nygren of Harris Associates suggests COVID-19 volatility presents opportunities to long-term value investors.

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WCM Takes an Active, Long-Term Approach to Down Markets

Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.

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Market & Strategy Update: Gateway Investment Advisers

Actively managing index options to hedge equity risk in volatile times is discussed by Mike Buckius of Gateway.

COVID-19: Three Market Scenarios for Investors to Consider

As governments worldwide enact fiscal measures in response to the COVID-19 pandemic, we look at three potential market scenarios for investors to consider.

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Fixed Income Market Update: Pandemic Pattern to Policy Response

Co-heads of Loomis, Sayles & Company’s Multisector Full Discretion Team explain the coronavirus pandemic pattern and the global policy response needed for markets and economies to recover.

MVIN Performs Strongly Amidst Market Volatility

The ETF strategy seeks to help cushion portfolios from the type of market volatility that occurred as a result of COVID-19 concerns.

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Loomis Sayles Core Plus Bond: Market Update

Peter Palfrey, Co-Manager of Loomis Sayles Core Plus Bond Fund, discusses COVID-19 impact on the credit cycle and opportunities in plus sectors.

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Market & Managed Futures Update: AlphaSimplex Group

Trend following & crisis alpha in volatile markets is discussed by Kathryn Kaminski, Chief Research Strategist, Portfolio Manager on ASG Managed Futures Strategy.

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March 2020: Vaughan Nelson OPEC & Liquidity

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.

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Harris Associates: Oakmark International and Oakmark International Small Cap Update Call

Portfolio Manager David Herro of Harris Associates provides an update on volatility and the potential market consequences of COVID-19.

What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.

Making Sense of Market Mayhem

Chief Market Strategist David Lafferty offers thoughts on how investors can think about risks and opportunities amid an oil price war and COVID-19 market turbulence.

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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

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Harris Associates: Market Update Podcast

Conference call featuring Bill Nygren of Harris Associates, portfolio manager for the Oakmark and Oakmark Select Funds.

COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

MVIN Marks 3 Years as a Top-Rated International Equity ETF

The Natixis Seeyond International Minimum Volatility ETF (MVIN) seeks to minimize risk while enhancing portfolio diversification.

Balancing Risk and Opportunity: Volatility Outlook 2020

In the face of volatility risk, investors can look at markets through a risk-based lens that takes correlations and broader investment trends into account.

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US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

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Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel

Our panel of experts share insights about growth, volatility, and interest rates at Natixis’ 2020 Institutional Outlook event.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

ETFs and Index Investing in 2020: 3 Trends for Investors to Consider

A look at non-transparent ETFs, direct indexing, and fixed income ETF strategies with Nick Elward, Head of Business Development and ETFs at Natixis.

Low Volatility Investing: An Effective Risk Management Tool

The versatility of minimum volatility equity strategies may calm investors’ emotions through uncertain times.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

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.

Defensive Moves for Late Cycle Fixed Income Markets

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

US Institutional Asset Allocation Trends

Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

Boxing Market Volatility With A Different Fighting Style

Taking the hits and fighting for potential returns – preparing portfolios to contend with equity market volatility.

  • August 26, 2019
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.

3 Reasons to Consider a Low Volatility International ETF (MVIN)

As an active international minimum volatility ETF, Seeyond’s MVIN could help prepare your portfolio for the next market cycle.

Rainy Day Funds: Making Sense of Short-Term Investment Strategies

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

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.

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Six Simple Reasons Why Yesterday’s Volatile Markets Are a Wake-Up Call for Investors Today

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

Minimum Volatility Strategies: A Key to Managing Investor Emotions?

Evidence suggests that investors are not rational actors and may need help managing their emotions in volatile markets.

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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.

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Staying Invested While Managing Volatility Risk

A discussion of strategies available to investors looking to manage volatility risk while taking advantage of growth opportunities that can result from market movements.

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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

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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.

Minimum Volatility ETFs: A Best Kept Investment Secret for 2019?

Investors interested in strategies designed to withstand volatile and declining equity markets may want to consider minimum volatility exchange-traded funds.

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2019 Institutional Outlook

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

Time to Get More Active about Fixed Income and Equity Investing?

Exploring active fixed income and equity strategies for markets at a crossroads.

  • February 11, 2019
Asset Allocator’s Guide to Equity Beta-Reducing Strategies

Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.

Protecting Portfolios: An Active Management Approach to Markets

An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.

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.

Financial Professional Survey: Advice from Both Sides of the Brain

How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.

Riding the Aftershock: Wholesale Portfolio Manager Survey

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