Markets

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

The Infrastructure Bill has passed. Can Congress do the same for the Build Back Better Act, and how do Democrats’ November defeats bode for 2022 midterms?

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.

Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.

In an interview with the NYSE, PM Scott Weber explains the disciplined process behind the innovative Natixis Vaughan Nelson Select ETF (VNSE).

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.

Shorter-term volatility and longer-term structural growth tailwinds for the emerging world as it emerges from the pandemic are explained.

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

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

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

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

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

Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

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

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

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.

Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

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?

CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.

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

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

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

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

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

Loomis Sayles credit research analysts believe that while Texas may have thawed out after its winter storm crisis, the repercussions are far from over.

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

Portfolio Manager and Chief Investment Officer David Herro, CFA^® of Harris Associates provides his take on the post-pandemic investment landscape.

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

The Loomis Sayles Short Duration Income ETF (LSST) takes an active approach to risk-first fixed income.

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

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

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.