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.

Weighing Low Volatility Equity Options in the Current Market

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

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.

Gauging the Effects of Tax Reform on Muni Markets

A municipal bond specialist discusses what investors may expect from markets in light of of the recent tax reform bill.

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.

The New Regime: Volatility Returns to Equity Markets

A look at recent market turbulence and what equity volatility could mean for portfolios

Multisector Team Outlook

The Loomis Sayles Multisector Team presents its views on current macro conditions, including global growth trends and the impact of US tax reform.

Does Corporate Tax Cut Give US Stocks An Edge?

US corporate tax cut implications and actively allocating to where value is in global markets are explored with Loomis Sayles Global Allocation Manager.

What’s Fueling Global Markets?

Inflation, rising rates, volatility and Brexit: Market strategists discuss factors and trends fueling today’s global markets.

5 Reasons to Actively Pursue US Equities with Bill Nygren

Too pricey, competitive, and boring are a few myths about active US Large Cap strategies Harris Associates PM Bill Nygren likes to dispel.

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.

Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

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.

End of the Bull Market for Bonds?

Exploring the potential bond portfolio implications of higher interest rates in an aging bull market.

Market Outlook Panel 2018: Status Quo?

Panel experts discuss rate hikes, global growth, monetary policy, the aging bull market, US tax reform and their outlook for 2018.

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.

Market Outlook 2018: Assessing Potential Risks and Opportunities

Natixis Chief Market Strategist David Lafferty shares some thoughts on what investors might expect in the year ahead.

Potential Advantage of Dividend Paying Equities in 2018

Managing volatility with above-average yielders is discussed with Loomis, Sayles & Company Portfolio Manager Maura Murphy

Why Investors Should Carry On - Carefully

While global growth continues, investors may have reasons for caution as the new year progresses.

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.

Rising Rates, Changing Demographics: How Might Active Strategies Benefit?

A look at how rising interest rates and a growing retiree population might affect markets and investors.

Discover the Potential of Dividend-Paying Equities

In today’s low-yield world, income investors have other options than aggressively reaching for yield.

Are Cryptocurrency Exchange-Traded Funds (ETFs) on the Horizon?

Insight into the growing popularity of cryptocurrency and the potential development of a bitcoin exchange-traded fund.

Understanding Why Stock Market Volatility Has Been Muted

Steady economic expansion and strong corporate profit growth, along with low price correlation across individual stocks, have driven realized stock market volatility to record lows.

Going Green: ESG Fixed Income Investing for Global Markets

Green bonds are making inroads into global fixed income markets as the focus on climate change and ESG investing heats up.

Unpacking the House and Senate tax reform proposals

How might a forthcoming tax reform bill affect investors?

4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

Plan to Offset Equity Volatility

Managed futures strategies may provide complementary performance to equity allocations, which can enhance portfolio diversification.

Trump Takes on US Tax System. What Does it Mean for Investors?

Perspectives on Trump tax reform proposal and the potential impact on US economy, markets, and investor portfolios.

5 Things to Consider When Evaluating Alternative Investments

Alternative investments have the potential to enhance diversification, hedge volatility, and augment returns, though beware of the risks.

Preparing Clients for Potential Tax Policy Changes

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

Why Credit Investors Should Be Mindful of Equity Performance

That a firm's credit and equity performance always move in tandem is a common misconception.

  • October 2, 2017
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.

Utilizing Sustainability: Meeting California's Water Challenges

Seeking utility investments focused on proactive measures to accommodate future change

Exercise Caution: Gauging the Way Forward in Current Markets

Despite positive signs from current markets, investors may want to continue to exercise caution in today’s environment.

World Faces Aging Population and Retirement Funding Burdens

Aging population and economic growth trends challenging how investors worldwide approach retirement funding.

After the Eurozone Crisis: Europe’s Economic Renaissance

Three market specialists reflect on Europe’s improving economic conditions five years after the Eurozone Crisis.

Understanding Subdued Market Volatility

Both fundamental and structural factors are resulting in low volatility.

Time to Prepare Portfolios for Volatility’s Return?

Strategies to consider now for when market volatility comes back from its extended vacation.

Brexit Update: One Year After the UK Voted to Leave the EU

Checking in on negotiations, Trump trade deals, and London’s future as a global financial hub one year after Brexit.

Midyear Outlook: What’s Ahead for Stocks and Bonds in 2017?

Global growth, corporate earnings, and business sentiment appear supportive for equities in the next six months.

Advisor Atlas: Understanding the Trump Tax Proposal

Discussing the Trump tax plan proposal and what tax cuts might mean for individuals and businesses.

Understanding the UK Snap Election Results

An investor’s guide to parliament, coalition government, Brexit and its potential portfolio implications.

Interesting Times: What the Shift from Monetary to Fiscal Policy May Mean for Stocks

Considering how the stock market may be influenced by a bull market with excess liquidity.

Bank Loans: Looking Beyond Interest Rate Expectations

Discover why bank loans may be a compelling addition to fixed income portfolios, now, and over the long term.

Technology Breakthroughs Paving Way for Automobile Industry

Energy-efficient electric, driverless technology, and ride sharing game changers for the automobile industry.

China’s Debt Bubble: The Next Big Thing?

How China’s credit boom could affect the global economy.

President Trump and Portfolios: The First 100 Days and Beyond

Reviewing President Trump’s political performance and its potential effect on investment portfolios going forward.

What Macron’s Victory Could Mean for International Equities

Changing political dynamics in Europe could prompt advisors to examine international equities and rebalance portfolios.

Driven to Create a Smoother Ride: Active ETFs

Active ETF strategies have an increased ability to navigate potentially volatile markets.