Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.
The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?
Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.
The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.
Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.
Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.
Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.
Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.
Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.
Exploring active fixed income and equity strategies for markets at a crossroads.
The Loomis Sayles Multisector Team presents its views on current macro conditions, including global interest rates and potential fixed income opportunities.
Market predictions alone are useless – what matters is the rationale behind the argument.
Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.
Elaine Stokes of Loomis Sayles’ Multisector Team discusses removing equity and non-dollar volatility in the Investment Grade Bond Fund, and 2019 outlook.
When interest rates rise, bonds get a bad rap, but investors may want to think twice before bailing on bonds.
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.
The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.
Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.
Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.
Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.
Bear markets can occur without a recession but both can effect portfolios. Veteran equity manager Chris Wallis talks 2019 market dynamics and the Fed’s altered toolkit.
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?
The potential for higher tax rates makes it even more important to employ techniques designed to mitigate the impact of tax liabilities on investment portfolios.
A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.
European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.
Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.
Amid conflicting market signals, investors may want to think about lower-risk allocations.
Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.
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.
World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.
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.
Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.
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.
The DOL’s Fiduciary Rule is gone. Will a new standard of care take its place? Ira Hammerman of SIMFA updates us on the latest news and legislation pertaining to the broker/dealer fiduciary standard.
Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.
Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.
Amid Fed rate increases, EU economic tensions, and the US-China trade war, insights on where markets may be headed and how investors might prepare.
Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.
Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.
Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.
As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.
A look at what investors might be able to expect on voting day – and how markets might react.
Equity investors have been led to believe that taking on a relatively higher level of risk is necessary to achieve higher returns. The problem is that the historical record of equity market returns offers very little support for this claim.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
A look at what the year ahead might have in store for the exchange traded funds space.
Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.
A look at how the addition of a new Supreme Court Justice may impact politics, policy, and investor considerations.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
Insights for fixed income investors on how a flattening yield curve may still be an indicator of near-term economic activity.
Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.
Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.
Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.
David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.
Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.
An active management approach to seasonality factors in the municipal bond market may benefit portfolios.
A senior fixed income analyst discusses mergers in the healthcare industry and its potential effect on investment in the sector.
With volatility levels returning to normal, how do minimum volatility strategies contend with today’s turbulent markets?
Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.
How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.
In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.
A snapshot of an investment strategy’s outcome over a quarter can often mask the way risk and return are realized over the course of a longer time period.
Why investors should distinguish between signals of prolonged economic downturn and short-term market volatility noise.
How Republicans, Democrats, and the Trump administration are preparing for the 2018 mid-term elections.
Trump's business-like approach to the presidency has changed the face of politics and how the White House operates.
Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.
Experts share their views on volatility levels, global macro risks, and non-traditional routes for managing volatility.
As volatility spiked and equity markets declined, investors learned 3 valuable lessons from “February Break 2018”.
How potential decreases in market liquidity and demographic changes may create challenges for passive investing.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.