Low Volatility Investing: An Effective Risk Management Tool Low Volatility Investing: An Effective Risk Management Tool

The versatility of minimum volatility equity strategies may calm investors’ emotions through uncertain times.

The Outlook on Outlooks The Outlook on Outlooks

Chief Market Strategist David Lafferty discusses the pros and cons of annual market predictions and outlooks.

Core Plus Bond Team Views 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.

Finding Opportunities in Divergent Outlooks
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Finding Opportunities in Divergent Outlooks

A lack of consensus on the investment outlook for 2020 may argue for a more nimble approach to portfolio construction and rebalancing in the new year.

Multisector Team Outlook Multisector Team Outlook

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

Why a Recession May Not Be Imminent Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

What Clearing Geopolitical Clouds Could Mean for Investors

What Clearing Geopolitical Clouds Could Mean for Investors

How a looming Brexit deal and evidence of easing geopolitical tensions between the US and China could affect markets and investors.

Liquidity, Reserves and High Grade for Late Cycle Unknowns
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Liquidity, Reserves and High Grade for Late Cycle Unknowns

Slowing global growth implications for fixed income markets and portfolios are explained by Co-head of Loomis Sayles’ Multisector Full Discretion team.

Should Investors Be Concerned About a Market Bubble? Should Investors Be Concerned About a Market Bubble?

Chief Market Strategist David Lafferty on what makes a market bubble and what investors should be mindful of as they consider portfolio allocations.

US-China Phase One: What It Could Mean for Investors US-China Phase One: What It Could Mean for Investors

A look at how a trade truce between the US and China came together and what it could mean for markets and investors in the months ahead.

Loomis Sayles Investment Outlook – Q4 2019 Loomis Sayles Investment Outlook – Q4 2019

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

  • October 14, 2019
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5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried
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5 Reasons Why Active, Long-Term Value Investors Shouldn’t Be Worried

Portfolio Manager Bill Nygren shares his views on current market conditions, recession talk, and the business forecast.

Market Perspectives: Reasons for Cautious Optimism Market Perspectives: Reasons for Cautious Optimism

A look at recent capital market performance across asset classes and a near-term market forecast.

Geopolitics and Portfolios: Assessing the Turbulence Geopolitics and Portfolios: Assessing the Turbulence

A look at how the US-China trade war, Brexit, Germany’s slowdown, and Middle East tensions could affect markets and portfolios over the near term

Defensive Moves for Late Cycle Fixed Income Markets Defensive Moves for Late Cycle Fixed Income Markets

A look at how investors can actively manage fixed income portfolios through uncertain market scenarios.

Preparing Portfolios for Interest Rate Uncertainty Preparing Portfolios for Interest Rate Uncertainty

Chief Market Strategist David Lafferty discusses the potential portfolio implications of interest rate uncertainty and how investors can prepare.

US Institutional Asset Allocation Trends US Institutional Asset Allocation Trends

Analysis of key asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

Understanding a Low Inflation, Slow Growth World Understanding a Low Inflation, Slow Growth World

Amid low interest rates, slow growth, and deflation Portfolio Strategist Jack Janasiewicz diagnoses current market conditions and considers the road ahead.

What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle What Investors Should Know About Central Bank Rate Cuts and the Global Easing Cycle

Central banks are looking to more accommodative monetary policy in light of slowing growth and trade tensions – but can it galvanize markets?

Should Investors Worry About a Recession? Should Investors Worry About a Recession?

Global market strategist Esty Dwek argues that despite low bond yields and yield curve inversions, a recession is not a foregone conclusion.

Understanding US-China Trade Turmoil and Its Potential Investor Impacts Understanding US-China Trade Turmoil and Its Potential Investor Impacts

An analysis of recent market volatility and how US-China trade turmoil may continue to affect markets and investors in the near term.

Searching for Yield? Consider Going Global
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Searching for Yield? Consider Going Global

As they search for quality sources of fixed income, investors may want to think about international opportunities.

  • August 12, 2019
Welcome to the Meh Market 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.

2019 Oil Markets Outlook 2019 Oil Markets Outlook

How political tensions mixed with supply-and-demand dynamics could help shape global oil markets over the months and years ahead.

Can Monetary Policy Revitalize Markets? Can Monetary Policy Revitalize Markets?

Important questions remain about whether the return of accommodative monetary policy by the Fed and central banks worldwide can stave off recessionary forces.

Measuring Market Drivers – Can the Equity and Bond Rally Continue? Measuring Market Drivers – Can the Equity and Bond Rally Continue?

Although the rally in fixed income and equities has continued, political tensions and trade uncertainty could present downside risks for investors to consider over the near term.

5 ETF Trends to Watch in the Second Half of 2019 5 ETF Trends to Watch in the Second Half of 2019

Investors in both passive and active ETF strategies will want to remain mindful of interest rate and volatility risk though the remainder of the year.

Equity Markets March On, While Bonds Call Recession Equity Markets March On, While Bonds Call Recession

How US-China tensions and potentially lower interest rates could affect financial markets and investor portfolios over the near term.

Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects Midyear Outlook 2019: Recession Risks, Interest Rates, and Growth Prospects

Chief Market Strategist David Lafferty provides his macro-economic outlook and what investors can consider in terms of risks and opportunities in the second half.

Time to Reactivate International Equities in Your Portfolio? Time to Reactivate International Equities in Your Portfolio?

Some of the best growth and value opportunities are beyond US borders and benchmarks, according to portfolio managers from WCM Investment Management and Harris Associates.

Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
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Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

Gauging the Potential Effects of the US-China Trade War on Investors
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Gauging the Potential Effects of the US-China Trade War on Investors

What the US-China trade war could mean for US policymakers American companies, and investors.

Assessing Liquidity, Growth, and the Tariffs Effect
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Assessing Liquidity, Growth, and the Tariffs Effect

Vaughan Nelson CEO and Senior Portfolio Manager Chris Wallis provides a mid-year market outlook and thoughts on what investors might expect through year-end.

  • June 27, 2019
Summer Break: Pursuing Value Amid the Noise Summer Break: Pursuing Value Amid the Noise

Bill Nygren and David Herro of Harris Associates on why investors shouldn’t let market clamor drown out potential value opportunities in their portfolios.

Loomis Sayles Growth Equity Alpha Thesis: Seeking Risk-Adjusted Excess Returns Loomis Sayles Growth Equity Alpha Thesis: Seeking Risk-Adjusted Excess Returns

How Loomis Sayles seeks superior risk-adjusted excess returns

Meet the Team That Makes Loomis Sayles Fixed Income Tick
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Meet the Team That Makes Loomis Sayles Fixed Income Tick

The Loomis Sayles & Company multisector team talks about how it mixes research, experience, and teamwork in its investment approach.

Natixis Exchange: Where political uncertainty creates investment opportunity
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Natixis Exchange: Where political uncertainty creates investment opportunity

Three leading portfolio experts explain how they invest in a shifting economic and political landscape.

Investor Considerations for the Fed’s Interest Rate Pause Investor Considerations for the Fed’s Interest Rate Pause

Chief Market Strategist David Lafferty on the Fed’s new interest rate forecast and what it could mean for markets, investors, and portfolios.

Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’ Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.

From the Summit: Countering Cybercrime – How Companies Must Adapt to Win
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From the Summit: Countering Cybercrime – How Companies Must Adapt to Win

Two cybersecurity experts offer safety tips and answer questions about breaches, artificial intelligence, hacking, insider threats and data protection.

From the Summit: Can Democracy Survive Social Media?
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From the Summit: Can Democracy Survive Social Media?

Experts debate the toll social media has taken on democracy – from foreign meddling in elections to using fake news to sway opinions and more.

Fixed Income Investing: Roles Your Bond Portfolio Can Play Fixed Income Investing: Roles Your Bond Portfolio Can Play

Amid interest rate uncertainty, Porfolio Strategist Jack Janasiewicz provides some insights for investors looking to reposition their fixed income allocations.

Natixis Exchange: Investing in an Uncertain World
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Natixis Exchange: Investing in an Uncertain World

The inaugural Natixis Exchange event examines the market impact and investment opportunities created by shifting geopolitical power.

Natixis Exchange: Politics, Trade and the Challenge of China Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

From the Summit: Can the Multilateral Trading System Survive (and How)?
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From the Summit: Can the Multilateral Trading System Survive (and How)?

A panel of international trade experts discuss the accuracy of threats to free and open trade and whether our existing global trade model is in jeopardy.

Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape Flex Time: Navigating Fixed Income Investing in a Late-Cycle Landscape

Views on Fed rate moves, high yield opportunities, China risks, and the importance of being flexible by Loomis Sayles portfolio manager Elaine Stokes.

Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy
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Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy

In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.

From the Summit: Law and Order on the AI Frontier
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From the Summit: Law and Order on the AI Frontier

Two professors examine advances in automation, robotics and artificial intelligence, as well as the related uncharted regulatory and ethical territory.

Is the Cycle Over? What Investors Should Know
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Is the Cycle Over? What Investors Should Know

Watch what the Loomis Sayles Full Discretion team has to say about recession risk.

From the Summit: The Disruptors
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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

CEOs Insight: Culture Drives Results for WCM Investment Management CEOs Insight: Culture Drives Results for WCM Investment Management

Humility and culture are key to sustaining a competitive advantage, say co-CEOs of Natixis’ newest global growth manager WCM Investment Management.

Crunch Time: What Investors Need to Know About the Debt Ceiling Debate
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Crunch Time: What Investors Need to Know About the Debt Ceiling Debate

Whether or not Congress can agree on new spending and the debt ceiling could impact markets and investors.

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.

Natixis Investment Managers Summit Highlights Natixis Investment Managers Summit Highlights

Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.

Loomis Sayles Update: Active Investors Get Selective in 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
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Changing Market Dynamics Present Active Value Opportunities Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

Equity Investing in the Current Environment Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

Minding the Store: Data Security Considerations for Investment Professionals Minding the Store: Data Security Considerations for Investment Professionals

Investment professionals and their clients should make sure they’re doing everything they can to protect sensitive information.

From the Summit: Blockchain: Believe the Hype?
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From the Summit: Blockchain: Believe the Hype?

Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.

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.

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.

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.

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.

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
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.

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.

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.

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.

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?

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.

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.

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.

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.