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.
The Loomis Sayles Core Plus Bond Team presents its current macro views and economic outlook as of the third quarter of 2018.
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.
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.
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.
Macro and market commentary on economic drivers, credit spreads, foreign exchange, global equity markets, and potential risks.
Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.
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.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
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.
Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.
A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
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.
Comparing and contrasting the risks and opportunitiies presented by indexed smart beta strategies and actively implemented smart beta strategy.
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.
A look at the potential roles options-based equity strategies can play in portfolios.
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.
In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.
A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.
Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.
What equity investors might expect in 2018 after a year characterized by rising stock prices and low market volatility.
Interest rates, inflation, tax cuts and yield opportunities across fixed income markets are discussed by three portfolio managers.
Recapping the Department of Labor’s (DOL) recently approved 18-month extension of the fiduciary rule’s implementation date.
Loomis Sayles’ Growth Equities Team thinks an Alpha Thesis is key.