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Natixis Investment Managers Summit Highlights

World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.

  • 5 days ago
Searching for Late Cycle Yield Advantage

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.

Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

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Making Sense of Tariffs and Trade

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.

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The Fiduciary Standard: Where Are We Now?

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.

Multisector Team Outlook

The Loomis Sayles Multisector Team presents its views on global growth trends and economic indicators and how each might inform their investment approach in the near term.

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Alpha Thesis of Loomis Growth Equity

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.

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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

  • November 26, 2018
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

  • November 15, 2018
Why Investors Should Be Cautious, Not Bearish

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.

It’s a Small Cap World: Seeking Value in a Momentum-Driven Market

Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.

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Shaping the New Geopolitical World Order

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.

  • November 2, 2018
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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

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Bracing for the Boomer Retirement Wave

As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.

Mid-Term Elections Update 2018

A look at what investors might be able to expect on voting day – and how markets might react.

Just the Factors: Making Sense of Low Volatility Stocks

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.

Macro & Market Commentary

Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.

Navigating Dynamic Markets with Tactical Flexibility

Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.

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The “Easy Money” Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

2019 ETF Trends and Outlook

A look at what the year ahead might have in store for the exchange traded funds space.

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Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.

  • September 27, 2018
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Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

SCOTUS Update: The Policy Implications of a New Justice

A look at how the addition of a new Supreme Court Justice may impact politics, policy, and investor considerations.

What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

Reading the Yield Curve Signals: Recession or Expansion?

Insights for fixed income investors on how a flattening yield curve may still be an indicator of near-term economic activity.

SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling

Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.

  • August 13, 2018
3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.

Strategies for Protecting Portfolios from Market Volatility

Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.

International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

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Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

Seasonal Benefits of Active Municipal Bond Management

An active management approach to seasonality factors in the municipal bond market may benefit portfolios.

Looking at Merger Mania in the Healthcare Sector

A senior fixed income analyst discusses mergers in the healthcare industry and its potential effect on investment in the sector.

  • July 17, 2018
2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

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What to Expect from Minimum Volatility Strategies in Today’s Markets

With volatility levels returning to normal, how do minimum volatility strategies contend with today’s turbulent markets?

  • July 5, 2018
Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

Is the Return of Volatility an Opportunity for Active Managers?

In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.

Considering the Option: How Did Options Writing Strategies Perform in Q1 2018?

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.

Market Volatility is Back – is it Signal or Noise?

Why investors should distinguish between signals of prolonged economic downturn and short-term market volatility noise.

Not all Smart Beta Strategies are Built and Implemented in the Same Manner

Comparing and contrasting the risks and opportunitiies presented by indexed smart beta strategies and actively implemented smart beta strategy.

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2018 Mid-Term Elections Outlook: Insight Into Issues and Outcomes

How Republicans, Democrats, and the Trump administration are preparing for the 2018 mid-term elections.

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Trump's Business Approach to the Presidency and Politics

Trump's business-like approach to the presidency has changed the face of politics and how the White House operates.

Rethinking Equity Markets and the Value of Volatility

Traditional financial theory might suggest that low-volatility stocks are less rewarding than high-volatility stocks, but this may be misleading.

  • May 9, 2018
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Weighing Low Volatility Equity Options in the Current Market

A look at the potential roles options-based equity strategies can play in portfolios.

  • April 5, 2018
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What’s Your Game Plan For Managing Market Volatility?

Experts share their views on volatility levels, global macro risks, and non-traditional routes for managing volatility.

  • April 2, 2018
3 Lessons Learned from the Equity Market Decline

As volatility spiked and equity markets declined, investors learned 3 valuable lessons from “February Break 2018”.

Challenges Facing Passive Investing Strategies

How potential decreases in market liquidity and demographic changes may create challenges for passive investing.

15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

Why VIX Spike Meets Natixis Forecast of Rising Equity Volatility

A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.

Reflections on the Stock Market Correction

Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.

Outlook 2018: Equity Market Volatility

What equity investors might expect in 2018 after a year characterized by rising stock prices and low market volatility.

Where's the Value in Fixed Income?

Interest rates, inflation, tax cuts and yield opportunities across fixed income markets are discussed by three portfolio managers.

  • January 12, 2018
2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks for 2018

2018 ETF Outlook: 4 Trends to Watch

4 ETF trends to watch around active management, volatility, interest rates and political instability in 2018.

Preparing Clients for Potential Tax Policy Changes

Strategies to consider for managing tax policy risk while saving for retirement.

New Rules? Not Yet: Fiduciary Rule Update

Recapping the Department of Labor’s (DOL) recently approved 18-month extension of the fiduciary rule’s implementation date.

What’s It Take to Deliver Superior Risk-Adjusted Returns?

Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.