Markets

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

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

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

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.

Congress dropped the ball on Biden’s climate agenda. Government affairs expert Susan Olson discusses how the SEC or DOL may succeed where Congress failed.

Performance impact of market selloffs and rallies across asset classes and trend-following strategies is analyzed.

Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.

Natixis government policy expert Susan Olson hosts SIFMA’s Melissa MacGregor for an insider’s clarity on a complex, important, and much anticipated topic.

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

Various metrics are explored by Loomis Sayles’ Bank Loan team to answer why rising rates should not impact companies’ capital structures.

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

While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.

Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.

What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA^® sheds light on geopolitical shifts with likely impact on investors.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

While the humanitarian toll is of paramount concern in the Ukraine crisis, financial implications exist for investors – ETFs may be part of the discussion.

AEW Research Director Mike Acton, CFA^® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

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

Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA^®, considers the less obvious dependencies on Russia, including aluminum and titanium.

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.

As inflation continues to hit new highs, should investors be concerned?

Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.

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

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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