Macro Uncertainty and Managed Futures: Navigating the Extremes Macro Uncertainty and Managed Futures: Navigating the Extremes

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

Devils, Details, and Market Overhangs
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Devils, Details, and Market Overhangs

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

Breaking Down the SEC’s Proposed Rules on Climate Disclosure
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Breaking Down the SEC’s Proposed Rules on Climate Disclosure

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

Multisector Matters: Volatility Means Mispriced Bond Opportunity Multisector Matters: Volatility Means Mispriced Bond Opportunity

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

Municipal Bond Marketplace Outlook Municipal Bond Marketplace Outlook

Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.

  • May 4, 2022
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Loomis on Loans: Rates are Rising. Can Companies Take the Heat? Loomis on Loans: Rates are Rising. Can Companies Take the Heat?

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

  • May 2, 2022
Can Big Tech Earnings Calm Market Fears? Can Big Tech Earnings Calm Market Fears?

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

An Inverted Yield Curve May Signal Recession, But Not Always An Inverted Yield Curve May Signal Recession, But Not Always

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.

  • April 20, 2022
Sell the Angst, Buy the Tanks?
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Sell the Angst, Buy the Tanks?

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

Credit Market Update: Quality Matters As Inflation Ticks Higher Credit Market Update: Quality Matters As Inflation Ticks Higher

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

Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views

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.

  • April 14, 2022
A New Age for Geopolitics and Global Markets
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A New Age for Geopolitics and Global Markets

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

Equity Outlook: Get Ready for Volatility & Value Plays
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Equity Outlook: Get Ready for Volatility & Value Plays

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

Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out
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Perhaps Far-Fetched, Putin’s Argument for War Is Spelled Out

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

  • March 30, 2022
Making Market Sense of Rates, Russia and Real Inflation
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Making Market Sense of Rates, Russia and Real Inflation

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

Three ETF-Related Observations amid the Russia/Ukraine Conflict Three ETF-Related Observations amid the Russia/Ukraine Conflict

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

Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends
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Consumer Needs, Aging Baby Boomers, Covid Drive US Real Estate Trends

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

US Policy Makers Respond to Russia’s War on Ukraine US Policy Makers Respond to Russia’s War on Ukraine

The President and Congress take steps to sanction Russia and aid Ukraine financially. With no easy answers, the fallout is unknown and certainly complex.

How Bonds Really React to Rising Rates
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How Bonds Really React to Rising Rates

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

  • March 18, 2022
Off Ramps for Russia and Markets Off Ramps for Russia and Markets

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

Inflationary Doom Loop?
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Inflationary Doom Loop?

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

Macro Consequences of Russia's Invasion Macro Consequences of Russia's Invasion

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

Bank Loan Basics: An Income Diversifier for All Times Bank Loan Basics: An Income Diversifier for All Times

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

  • March 4, 2022
David Herro on Russia-Ukraine and International Investing David Herro on Russia-Ukraine and International Investing

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

The Fed Hiking Cycle: How Tight Is Tighter? The Fed Hiking Cycle: How Tight Is Tighter?

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.

How Fixed Income Managers Are Thinking About Russia’s Invasion How Fixed Income Managers Are Thinking About Russia’s Invasion

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

  • February 28, 2022
Russia's Global Supply Chain Leverage Russia's Global Supply Chain Leverage

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

  • February 25, 2022
What Russia's Reach into Ukraine May Mean for Markets What Russia's Reach into Ukraine May Mean for Markets

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

Russia’s Invasion of Ukraine – How We Got Here Russia’s Invasion of Ukraine – How We Got Here

As Putin invades Ukraine, our government policy expert Susan Olson outlines how Russia came to this position and the multi-faceted risks that could ensue.

D.C. Update: Can Democrats Build Back Something In 2022? D.C. Update: Can Democrats Build Back Something In 2022?

Government policy specialist Susan Olson covers challenges President Biden and his Democrats must overcome with mid-terms looming, especially 7% inflation.

Flex Time: Tactically Allocating for Rising Yields Flex Time: Tactically Allocating for Rising Yields

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.

What Does the Fed's Inflation Fight Mean for Fixed Income? What Does the Fed's Inflation Fight Mean for Fixed Income?

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

A Bout of Market Indigestion
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A Bout of Market Indigestion

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

Beyond Transitory: Inflation Takes Center Stage in 2022 Beyond Transitory: Inflation Takes Center Stage in 2022

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

  • January 27, 2022
Bank Loans Outlook: Signals for a Constructive 2022 Bank Loans Outlook: Signals for a Constructive 2022

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

A Year in Review: Active ETF Growth, Performance & Trends A Year in Review: Active ETF Growth, Performance & Trends

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

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.

  • December 23, 2021
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.

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.

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.

  • November 12, 2021
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.

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.

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.

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.

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.

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?

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.

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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