Value Investing Insight: Banking Dilemmas and Discounts

Bank failures, deeply discounted European financial stocks, and interest rate tailwinds for big US banks are explored by Harris Associates’ value investors.

US Inflation Tracker

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

5 Viewpoints for Fixed Income Investing in Late Credit Cycle

How Fed rate hikes, global commodity players, and late cycle market dynamics are factoring into portfolio decisions is shared by Fixed Income Manager Elaine Stokes.

May 17, 2023 Elaine M. Stokes
Shifting Winds – and Fed Pause, Not Pivot

Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.

May 11, 2023 Jack Janasiewicz
Loomis, Sayles & Company Municipal Bond Marketplace Commentary

Municipal bond yields fell in early 2023 amid market stress from two US bank failures. Fed policy remains a focus with recent shifting market expectations.

May 11, 2023
Capitalizing on Steady Turbulence

Current interest rate and volatility dynamics enable index options-based strategies to generate meaningful cash flow and improved risk-adjusted return.

May 10, 2023
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    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.

    Loomis Sayles Outlook: Macro Headwinds May Warrant a Tilt to Fixed Income

    With equities challenged, macro headwinds and a possible corporate profits recession, Loomis Sayles is constructive on duration and fixed income overall.

    May 2, 2023
    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.

    May 1, 2023
    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.

    April 25, 2023 Garrett Melson
    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.

    April 25, 2023 Tyler A. Williams
    Between Rocky Volatility and an Inflationary Hard Place

    Gateway’s Chief Investment Strategist analyzes historical bond market data for clues to real returns in high-inflation environments.

    April 25, 2023
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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.

    April 17, 2023 Nicholas J. Elward
    Bank Failures and Narrative Whiplash

    Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.

    April 12, 2023 Jack Janasiewicz
    Higher for How Much Longer?

    Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.

    How Fixed Income Asset Management Rises Above Interest Rates

    Loomis Sayles’ Brian Kennedy talks duration decisions, yield advantage, and the fixed income asset management choices his team is considering in 2023.

    March 24, 2023 Brian P. Kennedy
    Implications of Credit Suisse Takeover by UBS for Bond Investors

    Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

    March 23, 2023
    March 22 Fed Meeting Recap

    Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.

    March 23, 2023 Garrett Melson
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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
    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