Taking Measure of Global Markets: Risks, China, and Europe
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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Market Rally vs. Market Reality: Evaluating the Path Ahead Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

From the Summit: Will Renewable Energy Transform Global Geopolitics?
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From the Summit: Will Renewable Energy Transform Global Geopolitics?

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

  • March 4, 2019
How Market Size Matters in Trend Following Futures Strategies How Market Size Matters in Trend Following Futures Strategies

The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.

Bank Loans: Much More Than a Rising Interest Rates Play Bank Loans: Much More Than a Rising Interest Rates Play

Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.

  • February 25, 2019
From the Summit: Is China Ready to Lead?
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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

  • February 22, 2019
What Could Go Wrong? Measuring 7 Top Market Risks
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What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

From the Summit: The Power of Migration and Demography
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From the Summit: The Power of Migration and Demography

Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.

  • February 19, 2019
Loomis Sayles Core Plus Bond Team Views Loomis Sayles Core Plus Bond Team Views

Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.

Time to Get More Active about Fixed Income and Equity Investing?
Time to Get More Active about Fixed Income and Equity Investing?

Exploring active fixed income and equity strategies for markets at a crossroads.

  • February 11, 2019
Multisector Team Outlook Multisector Team Outlook

The Loomis Sayles Multisector Team presents its views on current macro conditions, including global interest rates and potential fixed income opportunities.

The Outlook for Outlooks The Outlook for Outlooks

Market predictions alone are useless – what matters is the rationale behind the argument.

10 Things Keeping Investors Up at Night 10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

Pursuing More Predictable Return Streams in Flexible Fixed Income Pursuing More Predictable Return Streams in Flexible Fixed Income

Elaine Stokes of Loomis Sayles’ Multisector Team discusses removing equity and non-dollar volatility in the Investment Grade Bond Fund, and 2019 outlook.

Unleashing the Superpower Potential of Bonds
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Unleashing the Superpower Potential of Bonds

When interest rates rise, bonds get a bad rap, but investors may want to think twice before bailing on bonds.

  • February 4, 2019
Overly Emotional Equity Markets Creating Opportunity for Value Investors
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

From the Summit: The New Geopolitical World Order
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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

  • January 24, 2019
Macro & Market Commentary Macro & Market Commentary

Macro Strategies Research Analyst Craig Burelle presents his macro views, including US and world growth projections, interest rates, and monetary policy.

From the Summit: The World in the Making: A Presidential Perspective
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From the Summit: The World in the Making: A Presidential Perspective

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

  • January 22, 2019
Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.

Correction or Beginning of Bear Market? What’s in Store for Stocks
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Correction or Beginning of Bear Market? What’s in Store for Stocks

Bear markets can occur without a recession but both can effect portfolios. Veteran equity manager Chris Wallis talks 2019 market dynamics and the Fed’s altered toolkit.

  • January 16, 2019
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Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019 Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

  • January 9, 2019
After the Mid-Terms: Forecasting Policy and Politics in 2019 After the Mid-Terms: Forecasting Policy and Politics in 2019

President Trump and a divided US Congress will face a wide range of challenges in the year ahead – how might what transpires affect investors?

Preparing Portfolios for the New Tax Regime Preparing Portfolios for the New Tax Regime

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.

Capital Markets 2019: Change Is in the Air Capital Markets 2019: Change Is in the Air

A look at how market dynamics in 2019 could differ from recent years and what that could mean for investors.

From the Summit: The Future of Europe
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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

  • December 28, 2018
Multi-Asset Income: Sustainable Income Focused on Quality and GRIT Multi-Asset Income: Sustainable Income Focused on Quality and GRIT

Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.

Be Prepared: 5 Investment Strategies to Consider in 2019 Be Prepared: 5 Investment Strategies to Consider in 2019

Amid conflicting market signals, investors may want to think about lower-risk allocations.

  • December 27, 2018
European Stocks and the Wall of Worry
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European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

  • December 19, 2018
From the Summit: Ten Years After the Crisis: The Fallout and the Future
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From the Summit: Ten Years After the Crisis: The Fallout and the Future

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.

  • December 17, 2018
From the Summit: The US Mid-Term Elections: Instant Analysis
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From the Summit: The US Mid-Term Elections: Instant Analysis

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.

  • December 12, 2018
Natixis Investment Managers Summit Highlights
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Natixis Investment Managers Summit Highlights

World leaders, innovators exchange fresh ideas at the Natixis Investment Managers Summit.

  • December 12, 2018
Searching for Late Cycle Yield Advantage Searching for Late Cycle Yield Advantage

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.

Throw Out the Crystal Ball: 2019 Market Outlook Throw Out the Crystal Ball: 2019 Market Outlook

Chief Investment Strategist David Lafferty expects a challenging market environment to continue in 2019, but reasons for cautious optimism remain.

Pursuing Hidden Value in Global Bond Markets Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

Making Sense of Tariffs and Trade
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Making Sense of Tariffs and Trade

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 Fiduciary Standard: Where Are We Now?
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The Fiduciary Standard: Where Are We Now?

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.

Alpha Thesis of Loomis Growth Equity
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Alpha Thesis of Loomis Growth Equity

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.

Late Cycle Investing: Focus on Flexibility and Diversification
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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

  • November 26, 2018
Poise Under Pressure: David Herro Decodes Stock Market Unrest
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

The Change Variable: Cross-Sector Disruptors and Investing
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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

Rising Rates and Duration Risk
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Rising Rates and Duration Risk

Senior Investment Strategist Esty Dwek discusses duration risk associated with rising rates.

  • November 15, 2018
Why Investors Should Be Cautious, Not Bearish Why Investors Should Be Cautious, Not Bearish

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.

It’s a Small Cap World: Seeking Value in a Momentum-Driven Market It’s a Small Cap World: Seeking Value in a Momentum-Driven Market

Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.

Shaping the New Geopolitical World Order
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Shaping the New Geopolitical World Order

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.

  • November 2, 2018
Fixed Income Amid Rising Rates: Challenges and Opportunities
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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

Bracing for the Boomer Retirement Wave
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Bracing for the Boomer Retirement Wave

As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.

Mid-Term Elections Update 2018 Mid-Term Elections Update 2018

A look at what investors might be able to expect on voting day – and how markets might react.

Just the Factors: Making Sense of Low Volatility Stocks Just the Factors: Making Sense of Low Volatility Stocks

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.

The
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The "Easy Money" Has Been Made

Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.

2019 ETF Trends and Outlook 2019 ETF Trends and Outlook

A look at what the year ahead might have in store for the exchange traded funds space.

Finding Tax-Efficiency Potential in Options-Based Strategies
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Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.

SCOTUS Update: The Policy Implications of a New Justice SCOTUS Update: The Policy Implications of a New Justice

A look at how the addition of a new Supreme Court Justice may impact politics, policy, and investor considerations.

What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing What Big Media Merger Mania and Digital Disruptors Mean for US Equity Investing

Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.

Reading the Yield Curve Signals: Recession or Expansion? Reading the Yield Curve Signals: Recession or Expansion?

Insights for fixed income investors on how a flattening yield curve may still be an indicator of near-term economic activity.

SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling SCOTUS and E-Commerce Sales Tax: State Revenues After the Ruling

Gauging the potential impact of the e-commerce sales tax ruling on state tax bases nationwide.

  • August 13, 2018
3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment 3 Reasons to Consider Short-Term Bonds In A Rising Rates Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market.

Strategies for Protecting Portfolios from Market Volatility Strategies for Protecting Portfolios from Market Volatility

Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.

International Equity Outlook: Market Instability Can Mean Opportunity
International Equity Outlook: Market Instability Can Mean Opportunity

David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Finding Value in the Global Credit Cycle
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Finding Value in the Global Credit Cycle

Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.

  • July 30, 2018
Seasonal Benefits of Active Municipal Bond Management Seasonal Benefits of Active Municipal Bond Management

An active management approach to seasonality factors in the municipal bond market may benefit portfolios.

Looking at Merger Mania in the Healthcare Sector Looking at Merger Mania in the Healthcare Sector

A senior fixed income analyst discusses mergers in the healthcare industry and its potential effect on investment in the sector.

  • July 17, 2018
What to Expect from Minimum Volatility Strategies in Today’s Markets
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What to Expect from Minimum Volatility Strategies in Today’s Markets

With volatility levels returning to normal, how do minimum volatility strategies contend with today’s turbulent markets?

  • July 5, 2018
Managing Fixed Income Allocations in a Rising Rate Environment Managing Fixed Income Allocations in a Rising Rate Environment

Research suggests some fixed income allocations may need to be readjusted to align with a rising interest rate environment.

Flexibility in Fixed Income is Key When Rates Are on the Rise
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Flexibility in Fixed Income is Key When Rates Are on the Rise

How the freedom and flexibility to roam across global fixed income markets can provide value in a rising rate environment.

Is the Return of Volatility an Opportunity for Active Managers? Is the Return of Volatility an Opportunity for Active Managers?

In uncertain markets, active managers have an opportunity to react to pricing pressures related to fundamentals and valuations.

Considering the Option: How Did Options Writing Strategies Perform in Q1 2018? 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? 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
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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
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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 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.

  • May 9, 2018
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What’s Your Game Plan For Managing Market Volatility? 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.

  • April 2, 2018
3 Lessons Learned from the Equity Market Decline 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 Challenges Facing Passive Investing Strategies

How potential decreases in market liquidity and demographic changes may create challenges for passive investing.

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

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