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.

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.

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.

Understanding Trade, Tariffs, and Market Volatility

How recent news about tariffs has impacted capital markets and if investors should look past the trade wars.

Examining Six Equity Market Narratives that Aren't Quite Right

Chief Market Strategist David Lafferty examines six prevailing equity marketing narratives - three bullish and three bearish.

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.

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.

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.

Potential Advantage of Dividend Paying Equities in 2018

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

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?

The State of High Yield

Assessing the high yield market from a variety of perspectives, including yield advantage, technicals and fundamentals.

Core Plus Bond Team Views

The Loomis Sayles Core Plus Bond Team presents its current macro views, including how the forecast for the US economy and potential interest rate hikes could affect the fixed income space.

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.

Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including changing monetary policy, risk factors, and market outlook.

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.

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.

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

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

Driven to Create a Smoother Ride: Active ETFs

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