Staying invested in equities during market highs

Portfolio Manager Bill Nygren discusses growth vs. value equity investing and why selling stocks at all-time highs isn’t a wise strategy.

May 1, 2024 William C. Nygren
Stashed in cash? Fed rate cuts favor fixed income

Reasons why investors in CDs and money market funds should look to fixed income – as the Fed signals rate cuts.

April 28, 2024 Mark J. Cintolo
Investment Outlook: Loomis Sayles

An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.

April 22, 2024
How Healthy Is the High Yield Bond Market?

Risk and opportunities in today’s high yield bond market are assessed by Loomis Sayles’ Full Discretion Head Matt Eagan.

April 18, 2024 Matthew J. Eagan
No Cuts? No Problem.

Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.

April 18, 2024 Brian Hess - Jack Janasiewicz
US Inflation Tracker

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

April 15, 2024 Jack Janasiewicz - Garrett Melson
All About The Rates

Away-from-zero rates and double-digit volatility have meaningfully enhanced options-based strategies such as those managed by Gateway since 1977.

April 11, 2024
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  • Credit Market Outlook: Solid Fundamentals and FOMO

    Yield, dispersion, and fear of missing out in investment grade bonds is highlighted by Loomis Sayles’ Brian Kennedy.

    April 1, 2024 Brian P. Kennedy
    Election 2024: Candidates, Congress, and Weary Constituents

    Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.

    April 1, 2024
    Macro Outlook: Catalysts, Confidence & Cuts

    Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

    April 1, 2024 Brian Hess - Jack Janasiewicz
    Quality Comparison: Minimum Volatility and High Dividend

    Historical analysis shows how the equity Quality factor has outperformed Minimum Volatility and High Dividend factors since 1995.

    March 26, 2024
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  • 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.

    March 24, 2024 Nicholas J. Elward
    Bubble Trouble?

    Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

    March 12, 2024 Jack Janasiewicz
    March Madness: Top Picks for Fixed Income Investing

    Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.

    March 7, 2024 Mark J. Cintolo
    What’s It Take to Be an AI Winner?

    AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.

    February 22, 2024 Aziz V. Hamzaogullari
    Herding Hawks at the Fed

    Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

    February 13, 2024 Jack Janasiewicz
    Plan Ahead for Tighter Spreads

    As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

    February 12, 2024 Mark J. Cintolo
    What’s Behind the Value Advantage of International Stocks?

    International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.

    February 9, 2024 David G. Herro
    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.

    February 8, 2024 Garrett Melson
    Can You Bank on US Financial Stocks for Value?

    Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

    February 8, 2024
    Economic and Financial Outlook 2024

    When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

    January 31, 2024
    Sustainable Investing: Transformational trends to watch

    Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

    January 17, 2024 Jens Peers
    What Really Matters in 2024

    Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

    January 10, 2024 Jack Janasiewicz
    Backdrop for Bond Investing Brighter in 2024

    Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

    January 2, 2024 Peter W. Palfrey
    Portfolio Manager Insights: Themes & Risks for 2024

    From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

    December 26, 2023
    Managing Equity Market Volatility in 2024

    Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

    December 22, 2023 Michael T. Buckius
    Going Where the Value Is Greater: International Equities

    Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

    December 21, 2023 David G. Herro
    Could Small Cap Stocks Be a Sweet Spot in 2024?

    Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

    December 21, 2023 Chris D. Wallis
    Macro Outlook: Turn the Page

    Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

    Rate Cuts on the Horizon?

    The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

    December 15, 2023 Jack Janasiewicz
    Observations & Ideas for a Higher Yield World

    Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

    December 5, 2023 Matthew J. Eagan
    Growth Trends with a Long Runway

    Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

    November 27, 2023 Aziz V. Hamzaogullari
    Straight Talk on the Treasury Market

    Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

    November 17, 2023 Jack Janasiewicz
    Value Investing Amid a Turbulent Fixed Income Climate

    View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.

    November 7, 2023 Adam D. Abbas
    Value Gap in US Equities Is Widening Again

    A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

    November 3, 2023 William C. Nygren
    Triple Discount in International Equities

    Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

    October 24, 2023 David G. Herro
    Cruel September

    Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

    October 13, 2023 Jack Janasiewicz
    Corporate Bond Shortage on the Horizon?

    Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

    October 4, 2023 Mark J. Cintolo
    A Look Behind the Curtain – ETF Primary Markets

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

    September 29, 2023 Tyler A. Williams
    What’s Next for Europe’s Natural Gas Dilemma and Economy?

    Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

    September 14, 2023 Matthias Nikaj
    Value Investing in an Evolving World

    Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

    August 28, 2023 William C. Nygren
    Revalidating the Case for Duration in Fixed Income Portfolios

    Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.

    August 21, 2023 Mark J. Cintolo
    Longer Duration Driving Opportunity in Muni Bonds

    Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.

    August 10, 2023 Dawn Daggy-Mangerson
    Time to Extend Duration with High-Quality Fixed Income

    Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.

    August 9, 2023 Peter W. Palfrey
    3 Tips for Trading ETFs

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

    July 10, 2023 Tyler A. Williams
    Returns on Cash May Be Lower Than You Think

    While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.

    June 27, 2023 Mark J. Cintolo
    Fixed Income Outlook: More Yield to Be Had?

    An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

    June 26, 2023
    Outlook & Opportunities: Global Equities

    Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

    June 20, 2023
    Outlook: ETF Trends to Watch for in the Second Half of 2023

    Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.

    June 20, 2023 Nicholas J. Elward
    Identifying Value in the Crossover Corporate Bonds Space

    Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

    May 24, 2023 Matthew J. Eagan
    Fixed Income Framework: Cyclicality vs. Inflation

    Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

    May 23, 2023 Mark J. Cintolo
    Fixed Income Pulse: What You Need to Know

    Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.

    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
    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
    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
    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
    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
    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
    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