Can Confidence in the Financial System Be Restored?

As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

March 21, 2023 Jack Janasiewicz - Garrett Melson
March Madness: Top Picks for Fixed Income Investing

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

March 20, 2023 Mark J. Cintolo
Failing Banks: How Long and Disruptive Will It Be?

Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

March 20, 2023 Jack Janasiewicz - Garrett Melson
US Inflation Tracker

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

March 20, 2023 Jack Janasiewicz - Garrett Melson
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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

March 10, 2023 Jack Janasiewicz
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Yield Opportunities Now in Fixed Income Markets

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

March 6, 2023 Matthew J. Eagan
Municipal Bond Market Insight: Can the Rally Continue in 2023?

Investment grade municipal yields are at their highest levels in 10+ years with solid credit fundamentals across most sectors of the muni market.

March 1, 2023
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What’s Driving Bond Markets Today?

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

February 17, 2023 Peter W. Palfrey
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

February 14, 2023 Jack Janasiewicz
Debt Ceiling: What Investors Need to Know

From “extraordinary measures” to the likelihood of a government shutdown – everything you need to know about the debt ceiling.

February 13, 2023 Jack Janasiewicz - Garrett Melson
Looking Beyond High Yield Bonds for Higher Returns

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

February 6, 2023 Mark J. Cintolo
Outlook: A Volatile Start Could Present Opportunities in 2023

Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.

February 3, 2023
Fixed Income Portfolios: Time to Build a Yield Advantage

After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.

January 30, 2023 Brian P. Kennedy
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Active, Short Duration Fixed Income ETF for Shifting Markets

Increasing yields, widening spreads, limited interest rate risk, and the flexibility of active management – could point to compelling bond opportunities.

January 26, 2023
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Ruminations on SEC Rulemaking

ICI General Counsel Susan Olson joins OUR Susan Olson to talk SEC rules, an aggressive rulemaking agenda, and implications for investment managers.

January 13, 2023 Susan R. Olson
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Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

January 10, 2023 Jack Janasiewicz
Interest Rates 2023: Hike, Pause, Hike?

Persistent service and labor-related inflation may result in additional interest rate hikes in 2023 after a pause to allow the lagging data to catch up.

January 4, 2023 Jack Janasiewicz
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.

December 21, 2022 Garrett Melson
ETF Ecosystem Shows Strength in Unstable 2022

Factors behind the liquidity, stability, and overall strength of the ETF ecosystem in 2022’s volatile global market landscape are explained.

December 21, 2022 Nicholas J. Elward
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Attractive Entry Point for International Equity Investing

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

December 21, 2022 David G. Herro
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Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
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
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Outlook or Look Out! Macro Analysis for 2023

Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.

December 9, 2022 Jack Janasiewicz - Garrett Melson
Does the Data Cry Recession?

While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.

December 2, 2022 Jack Janasiewicz - Garrett Melson
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What’s Ahead for Global Equities in 2023?

Economic winds, US dollar strength making non-US assets more attractive, and sector standouts in global equities are covered by Vaughan Nelson’s CEO.

November 30, 2022 Chris D. Wallis
Is the Bond Market on the Mend?

Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.

November 29, 2022
7 Fixed Income Market Perspectives from Loomis Sayles

Multisector Manager Elaine Stokes explores what structural changes, corporate health, and market illiquidity mean for fixed income markets.

November 22, 2022
What Factors Will Drive Fixed Income Markets in 2023?

Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.

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
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Public Enemy #1: Inflation

Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.

November 8, 2022 Jack Janasiewicz
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
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King Dollar and the Double Whammy

Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.

October 11, 2022 Jack Janasiewicz
Active ETFs Shine During Volatile Market Cycles

Active ETF managers may offer added return potential in volatile markets via their ability to invest opportunistically while managing risk.

October 10, 2022 Tyler A. Williams
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
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.

October 3, 2022 Nicholas J. Elward
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Tax Efficiency and Beyond: An Inside Look at Direct Indexing

Learn about the fully customizable, tax-managed index portfolios available from Natixis Investment Managers Solutions.

September 27, 2022 Kevin Maeda
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Readying for Recession: High Yield Credit vs. Bank Loans Today

High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.

September 19, 2022 Matthew J. Eagan
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Are We There Yet? Pulse Check: Macro, Markets & Inflation

Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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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
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Higher for Longer

Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.

September 13, 2022 Jack Janasiewicz
The Magic of ETF Primary Markets: A Look Behind the Curtain

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

August 15, 2022 Tyler A. Williams
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Late Expansion Value in Corporate and Convertible Bonds

Late expansion phase views and select value picks in corporate bonds and convertibles are shared by Loomis, Sayles & Co. Full Discretion Team’s Brian Kennedy.

August 4, 2022 Brian P. Kennedy
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Market Drivers and Value in Global Equities

What’s on Vaughan Nelson’s shopping list for value stocks at midyear mark? CEO Chris Wallis talks market dynamics and areas of deep discounts.

July 29, 2022 Chris D. Wallis
Are We In A Recession?

Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.

July 28, 2022 Garrett Melson
Mid-Year 2022 ETF Trends to Watch

At midyear Natixis’ ETF experts discuss investor trends for the rest of 2022 regarding active vs. passive, value vs. growth, and short- vs. long-term ETFs.

July 22, 2022 Nicholas J. Elward
Strategist Outlook: The End of Easy Money

With recession looming, central bank policy is a linchpin in H2 prospects.

July 19, 2022 Dave Goodsell
3 Tips for Trading ETFs

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

July 15, 2022 Tyler A. Williams
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Stepping Up Resiliency of Fixed Income Portfolios

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

June 7, 2022 Matthew J. Eagan
High Yield Bonds and Loans: The Correlation Breakdown

What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.

May 19, 2022
Can Big Tech Earnings Calm Market Fears?

What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.

April 26, 2022 Jack Janasiewicz - Garrett Melson
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


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