Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

Policy & Politics: Congress’ Massive Year-End Agenda

Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.

7 Back-to-School Market Lessons For Investors

Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.

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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.

Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

  • September 1, 2021
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

Delta Variant Is Another Brick in Market’s Wall of Worry

Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.

  • July 28, 2021
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Peak Everything?

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

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The Fed and Fixed Income Markets: Midyear Outlook 2021

Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.

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Post-Pandemic Inflation and Fixed Income Markets

Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.

2021 Halftime Report: What’s Ahead for Markets

What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.

Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

What Does Fed Surprise Really Mean for Investors?

The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.

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Policy & Politics: Paving the Way for Infrastructure via Taxes

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Market Outlook: Reflation Trade Not Over

Accelerating vaccinations and reopenings should boost global growth and restart reflation, explains Global Market Strategist Esty Dwek.

  • May 5, 2021
Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

  • April 1, 2021
Fed Watch: Why Inflation Expectations Are Likely to Continue

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

It’s All Fun and GameStop, Until Someone Loses an Eye

PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.

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10 Factors to Shape the Recovery with Nouriel Roubini

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

  • February 1, 2021
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2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?

Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.

  • January 21, 2021
Should Investors Be Leery of Inflation Risk?

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

After the Catch-up: On Investors, Markets, and a Return to Normal in 2021

A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.

Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Will the 2020 Presidential Election Results Be Litigated?

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Split Down the Middle

Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?

  • September 8, 2020


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