Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views Investment Outlook 2022: Loomis, Sayles & Co. Macro & Market Views

Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.

  • January 13, 2022
Peak Fed Hawkishness – and Beyond
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Peak Fed Hawkishness – and Beyond

Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.

Three Top Investor Concerns for 2022
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Three Top Investor Concerns for 2022

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

Fixed Income: Top Five Themes to Watch in 2022
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Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 22, 2021
Will Washington’s Wild Ride Continue in 2022?
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Will Washington’s Wild Ride Continue in 2022?

DC insider Bob Marsh shares insight with our Government Relations specialist on Trump’s grip on the Republican Party, Biden’s approval problem, and mid-terms.

Curb Appeal of Real Estate Markets in 2022
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Curb Appeal of Real Estate Markets in 2022

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

2022 Policy & Politics Outlook: Bipartisanship to Brinksmanship
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2022 Policy & Politics Outlook: Bipartisanship to Brinksmanship

With midterm elections looming, our government relations expert lays out the complex dynamics of an exciting and challenging 2022 agenda in Washington, D.C.

Stranger Things: Macro & Market Outlook 2022
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Stranger Things: Macro & Market Outlook 2022

Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.

Public Policy: Future of Build Back Better Act Public Policy: Future of Build Back Better Act

The Infrastructure Bill has passed. Can Congress do the same for the Build Back Better Act, and how do Democrats’ November defeats bode for 2022 midterms?

Trend Follower Insight: Three Themes of 2021 Trend Follower Insight: Three Themes of 2021

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

What’s Ahead for Global Stock Markets in 2022?
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What’s Ahead for Global Stock Markets in 2022?

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

November Sentiment Swing – Sell Now, Ask Questions Later
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November Sentiment Swing – Sell Now, Ask Questions Later

Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.

Have You Seen the Writing on the Wall of Worry: Outlook 2022 Have You Seen the Writing on the Wall of Worry: Outlook 2022

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

Navigating Dynamic Markets with Tactical Flexibility Navigating Dynamic Markets with Tactical Flexibility

How today’s ever-evolving credit cycles and complex global markets demand flexibility and why Loomis Sayles’ Core Plus Bond Team takes a tactical approach.

Credit Market Update: Appetite for Yield Continues Credit Market Update: Appetite for Yield Continues

With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.

Municipal Bond Marketplace Outlook Municipal Bond Marketplace Outlook

Amid anticipation on the legislative front, the Loomis Sayles Municipal Bond Team provides their outlook for the remainder of 2021.

  • November 16, 2021
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7 Themes for Investing in Changing Markets 7 Themes for Investing in Changing Markets

Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.

Trick or Treat? October Reversal
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Trick or Treat? October Reversal

Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.

Core Plus Bond Insight: Growth, Inflation and the Fed Core Plus Bond Insight: Growth, Inflation and the Fed

Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.

2022 ETF Trends to Watch 2022 ETF Trends to Watch

Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.

Process Is Paramount for Innovative ETF
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Process Is Paramount for Innovative ETF

In an interview with the NYSE, PM Scott Weber explains the disciplined process behind the innovative Natixis Vaughan Nelson Select ETF (VNSE).

David Herro on Value Catalysts in Global Markets
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David Herro on Value Catalysts in Global Markets

Why rising interest rates and a prolonged global recovery should propel value stocks is explained by Harris Associates PM David Herro.

Are Changes to Retirement Savings Coming Soon?
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Are Changes to Retirement Savings Coming Soon?

Major retirement savings changes currently being worked on by Congress are explained by Natixis’ government relations specialist.

A Fixed Income Predicament: The Case for a Flexible, Active Approach
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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

Will Build Back Better Act Raise Your Taxes?
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Will Build Back Better Act Raise Your Taxes?

What’s inside this massive infrastructure and social plan and proposed tax hikes to pay for it are explored by Natixis’ government policy specialist.

Does Xi Hold the Key to Emerging Markets? Does Xi Hold the Key to Emerging Markets?

Shorter-term volatility and longer-term structural growth tailwinds for the emerging world as it emerges from the pandemic are explained.

  • October 6, 2021
The Realities of Realizing Risk The Realities of Realizing Risk

AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.

Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies Alpha Thesis Behind Loomis Sayles’ Growth Equity Strategies

A deeply held system of persistent beliefs, a rigorous investment process, and proof points of Loomis Sayles’ Growth Equity alpha thesis are explained.

Policy & Politics: Congress’ Massive Year-End Agenda Policy & Politics: Congress’ Massive Year-End Agenda

Herculean efforts needed to pass historic infrastructure and social policy legislation, as well as budget and debt ceiling items, are explained.

If the Dollar Weakens, Investors May Want Global Bonds If the Dollar Weakens, Investors May Want Global Bonds

Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.

7 Back-to-School Market Lessons For Investors 7 Back-to-School Market Lessons For Investors

Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.

A Tale of Two Halves
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A Tale of Two Halves

Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.

Real Estate Outlook: The Great American Re-opening? Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

How Will Munis Fare in 2H 2021? How Will Munis Fare in 2H 2021?

Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.

  • August 31, 2021
Where’s the Value in This Phase of the Recovery?
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Where’s the Value in This Phase of the Recovery?

International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.

This Time It’s Not the Same
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This Time It’s Not the Same

Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.

7 International Investing Insights from David Herro 7 International Investing Insights from David Herro

Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.

Natixis Strategist Midyear Outlook Natixis Strategist Midyear Outlook

Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.

From the Consultant’s Desk: What’s happening under the surface?
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From the Consultant’s Desk: What’s happening under the surface?

Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.

Are Bidenomics the Beginning of a New Economic Era? Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

Value in a Reopening World with Bill Nygren Value in a Reopening World with Bill Nygren

CIO-US Equities at Harris Associates, Bill Nygren, shares his insight on value opportunities today, value’s recent outperformance, inflation, and the importance of a long-term investment horizon.

Policy & Politics: Paving the Way for Infrastructure via Taxes
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Policy & Politics: Paving the Way for Infrastructure via Taxes

President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.

Emerging Markets: Old Myths and New Realities
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Emerging Markets: Old Myths and New Realities

New dynamics, trade, inflation, risks, and opportunities in emerging markets are explored by WCM Portfolio Manager Mike Tian and Barron’s editor Reshma Kapadia.

Roaring 20s or Economic Slowdown Ahead?
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Roaring 20s or Economic Slowdown Ahead?

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

Trend Following: Signs of Inflation? Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

Value Investing and the “New Normal”: What’s Changed? Value Investing and the “New Normal”: What’s Changed?

For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.

The Texas Power Market: Post-Crisis Q&A The Texas Power Market: Post-Crisis Q&A

Loomis Sayles credit research analysts believe that while Texas may have thawed out after its winter storm crisis, the repercussions are far from over.

  • April 13, 2021
Post-Pandemic Emerging Market Trends: Adaptations, China, ESG Post-Pandemic Emerging Market Trends: Adaptations, China, ESG

Portfolio Managers Mike Trigg and Jon Tringale believe post-pandemic markets offer emerging market investors significant opportunity – here’s why.

Post-crisis International Value Investing: A World of Opportunity Post-crisis International Value Investing: A World of Opportunity

Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.

2021 Outlook: Three Questions for Loomis Sayles Sector Teams 2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
Ready for the Next Crisis? Redefine Your Fixed Income Strategy Ready for the Next Crisis? Redefine Your Fixed Income Strategy

The Loomis Sayles Short Duration Income ETF (LSST) takes an active approach to risk-first fixed income.

What, How, Why: Understanding the GameStop Frenzy What, How, Why: Understanding the GameStop Frenzy

Moments of irrational exuberance provide useful reminders that markets don’t always behave in ways consistent with traditional economic theory.

Finding Value Opportunities in the Pandemic Economy
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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Regular Investing: Don’t Get Blown Off Course Regular Investing: Don’t Get Blown Off Course

Learn why investing regularly, regardless of market conditions, is a strategy that can work in any market environment.

  • July 2, 2020


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