Latest Insights

Late expansion phase views and select value picks in corporate bonds and convertibles are shared by Loomis, Sayles & Co. Full Discretion Team’s Brian Kennedy.

Government affairs expert Susan Olson examines a shifting political landscape, Congress’s busy agenda, and ambitious investment-related regulatory activity.

A more stable foundation for municipal bonds could be building. Loomis, Sayles & Company’s Municipal Bond Team offers their outlook.
Markets View More  

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.

At midyear Natixis’ ETF experts discuss investor trends for the rest of 2022 regarding active vs. passive, value vs. growth, and short- vs. long-term ETFs.
Portfolio Construction View More  

With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

If the Federal Reserve is no longer buying bonds, what happens to bond prices?
Research View More  

Financial professionals are at a turning point after the pandemic. The 2022 Natixis Global Survey of Financial Professionals takes a deep dive into four key insights for business growth.

Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing as they start to turn 40.

Global events and trends – such as electric vehicles and water security – driving ESG investments are highlighted by Mirova PM Amber Fairbanks.

How market turbulence is impacting sustainable investments and uncovering opportunities is discussed by Mirova PM Amber Fairbanks.

What you need to know to help retirement plan sponsors choose sustainable funds, including the most current guidance from the Department of Labor.
Wealth Management View More  

The stock market decline in Q2 2022 created ample opportunities for tax loss harvesting, a key technique for improving after-tax investment performance.

Many retirees are surprised by the impact that required distributions from retirement accounts can have on their income tax bill.

There are potential benefits to using taxable accounts for retirement investing, both for retirement savers and for retirees.
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