Markets

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

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.

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

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.

Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.

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

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

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

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

Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.

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.

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.

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

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.

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

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.

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

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

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

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.

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

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

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

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

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.

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

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

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.

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

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

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.

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

Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.

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

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

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

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

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

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

From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.

While they aren’t yet reflected in the broad Index, S&P 500^® earnings expectations have been revised much lower since mid-year.

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

While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.

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.

As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.

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

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.

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

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.

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

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.

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.

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

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.

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

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

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.

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

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

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.