US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

January 19, 2023 Jack Janasiewicz - Garrett Melson
Listen
Ruminations on SEC Rulemaking

ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

January 13, 2023 Susan R. Olson
Listen
Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

January 10, 2023 Jack Janasiewicz
Interest Rates 2023: Hike, Pause, Hike?

Persistent service and labor-related inflation may result in additional interest rate hikes in 2023 after a pause to allow the lagging data to catch up.

January 4, 2023 Jack Janasiewicz
Fixed Income Dashboard

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

December 21, 2022 Garrett Melson
ETF Ecosystem Shows Strength in Unstable 2022

Factors behind the liquidity, stability, and overall strength of the ETF ecosystem in 2022’s volatile global market landscape are explained.

December 21, 2022 Nicholas J. Elward
Watch
Attractive Entry Point for International Equity Investing

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

December 21, 2022 David G. Herro
Listen
Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
Watch
Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
Is Inflation Poised to Roll Over?

Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.

December 9, 2022 Sean Kaukas
Watch
Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
Does the Data Cry Recession?

While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.

December 2, 2022 Jack Janasiewicz - Garrett Melson
Watch
What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022 Chris D. Wallis
Is the Bond Market on the Mend?

Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.

November 29, 2022
7 Fixed Income Market Perspectives from Loomis Sayles

Multisector Manager Elaine Stokes explores what structural changes, corporate health, and market illiquidity mean for fixed income markets.

November 22, 2022
What Factors Will Drive Fixed Income Markets in 2023?

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

How to Evaluate ETFs

From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.

November 21, 2022 Tyler A. Williams
Is the Market Looking Past Lowered Earnings Estimates?

While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.

November 16, 2022 David T. Reilly
Listen
Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
Listen
Policy & Politics Podcast Midterms 2022: A Wild Ride Ahead

Government affairs specialist Susan Olson and political expert Bob Marsh dive into the issues, the Trump factor, and shifting momentum of Midterms 2022.

October 26, 2022 Susan R. Olson
Listen
Policy & Politics Podcast: A Deep Dive into Today’s Housing Market with an Industry Expert

Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.

October 14, 2022 Susan R. Olson
Economic Well-Being of US Consumers in Decline?

While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.

October 13, 2022 Gregory V. Kanarian
Listen
King Dollar and the Double Whammy

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

October 11, 2022 Jack Janasiewicz
Active ETFs Shine During Volatile Market Cycles

Active ETF managers may offer added return potential in volatile markets via their ability to invest opportunistically while managing risk.

October 10, 2022 Tyler A. Williams
Positioning Portfolios for Fading Inflation

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

October 7, 2022 Mark J. Cintolo - Sean Kaukas
Top 5 Financial Advisor Questions About ETFs

Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.

October 3, 2022 Nicholas J. Elward
Watch
Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda
Watch
Readying for Recession: High Yield Credit vs. Bank Loans Today

High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

September 19, 2022 Matthew J. Eagan
Watch
Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
Watch
Why Active ETFs Matter During Volatile Times

NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.

September 15, 2022 Dan Hughes
Listen
Higher for Longer

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

September 13, 2022 Jack Janasiewicz
The Magic of ETF Primary Markets: A Look Behind the Curtain

The behind-the-scenes workings of the primary market helps to explain some of the unique advantages that ETFs can provide for investors.

August 15, 2022 Tyler A. Williams
Listen
Are We Getting Ahead of Ourselves?

Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.

August 9, 2022 Jack Janasiewicz
Watch
Late Expansion Value in Corporate and Convertible Bonds

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.

August 4, 2022 Brian P. Kennedy
Watch
Market Drivers and Value in Global Equities

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.

July 29, 2022 Chris D. Wallis
Are We In A Recession?

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

July 28, 2022 Garrett Melson
Mid-Year 2022 ETF Trends to Watch

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.

July 22, 2022 Nicholas J. Elward
Watch
Managed Futures and Market Stress

AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.

July 21, 2022 Kathryn M. Kaminski
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell
3 Tips for Trading ETFs

Trading ETFs can be different from buying and selling individual securities – here are three important tips to consider.

July 15, 2022 Tyler A. Williams
Listen
Fact Checking the Bears

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

July 14, 2022 Jack Janasiewicz
Watch
Stepping Up Resiliency of Fixed Income Portfolios

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

June 7, 2022 Matthew J. Eagan
High Yield Bonds and Loans: The Correlation Breakdown

What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.

May 19, 2022
Macro Uncertainty and Managed Futures: Navigating the Extremes

Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.

May 16, 2022 Kathryn M. Kaminski
Multisector Matters: Volatility Means Mispriced Bond Opportunity

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

May 9, 2022 Elaine M. Stokes
Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

April 26, 2022 Jack Janasiewicz - Garrett Melson
An Inverted Yield Curve May Signal Recession, But Not Always

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

April 20, 2022
Watch
A New Age for Geopolitics and Global Markets

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.

April 8, 2022 Matthew J. Eagan
Watch
Equity Outlook: Get Ready for Volatility & Value Plays

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

April 7, 2022 Chris D. Wallis
Watch
Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

March 30, 2022
Watch
Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

March 25, 2022 Jack Janasiewicz - Garrett Melson
Watch
Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

March 22, 2022 Michael J. Acton
Watch
How Bonds Really React to Rising Rates

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

March 18, 2022
Off Ramps for Russia and Markets

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

March 15, 2022 Garrett Melson
Macro Consequences of Russia's Invasion

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

Bank Loan Basics: An Income Diversifier for All Times

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

March 4, 2022
What Russia's Reach into Ukraine May Mean for Markets

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

February 24, 2022 Jack Janasiewicz - Garrett Melson
Flex Time: Tactically Allocating for Rising Yields

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

February 14, 2022 Richard G. Raczkowski
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.

August 8, 2019 Dave Goodsell


1615540.4.1