Crowded at the Top? Looking at Index Concentration

With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.

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

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

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Accounting for Intangible Assets: The New Value Investing

Harris Associates believes that the most significant investments firms are making today are value-creating intangible assets like intellectual property.

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Recession Watch

A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.

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

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

  • August 13, 2018
Core Plus Bond Team Views

The Loomis Sayles Core Plus Bond Team presents its current macro views and portfolio positioning for the second half of 2018.

Behavioral Bias: On Penalty Kicks and Investing

What might the summer’s World Cup excitement tell us about investment strategy and portfolio construction?

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

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

Navigating Dynamic Markets with Tactical Flexibility

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

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.

Macro & Market Commentary

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

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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
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Finding Value in International Equity Markets

David Herro discusses active management, his international equity market outlook, and finding value in today’s volatile landscape.

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Midyear Global Macro Outlook 2018

Perspectives on how global growth, trade, geopolitics and central bank policies may affect investor portfolios.

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

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

  • July 17, 2018
2018 Midyear Update and Outlook

Clouds on the horizon: five capital market story lines to watch in the second half of 2018.

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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

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

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Interest Rate Anxiety and the Bond Bear Market Effect

Identifying what a bear market in bonds looks like and how it might effect fixed income investors.

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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?

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?

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?

Why investors should distinguish between signals of prolonged economic downturn and short-term market volatility noise.

Not all Smart Beta Strategies are Built and Implemented in the Same Manner

Comparing and contrasting the risks and opportunitiies presented by indexed smart beta strategies and actively implemented smart beta strategy.

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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.

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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

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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Weighing Low Volatility Equity Options in the Current Market

A look at the potential roles options-based equity strategies can play in portfolios.

  • April 5, 2018
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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
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Gauging the Effects of Tax Reform on Muni Markets

A municipal bond specialist discusses what investors may expect from markets in light of of the recent tax reform bill.

  • March 22, 2018
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

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

15 Timeless Investment Virtues

In uncertain markets, bullish and bearish soundbites abound in equal measure. David Lafferty offers his thoughts on making sense of the conflicting signals.

Why VIX Spike Meets Natixis Forecast of Rising Equity Volatility

A look at rising equity volatility, the VIX spike, and why investors may need to be prepared for continued market turbulence.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, Head of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

Reflections on the Stock Market Correction

Chief Investment Strategist Dave Lafferty shares his views on recent market volatility and what investors might be able to expect moving forward.

Outlook 2018: Equity Market Volatility

What equity investors might expect in 2018 after a year characterized by rising stock prices and low market volatility.

Where's the Value in Fixed Income?

Interest rates, inflation, tax cuts and yield opportunities across fixed income markets are discussed by three portfolio managers.

  • January 12, 2018
2018 Outlook: The Active Manager’s Perspective

A panel of Natixis investment managers discuss their market outlooks for 2018

2018 ETF Outlook: 4 Trends to Watch

4 ETF trends to watch around active management, volatility, interest rates and political instability in 2018.

Rising Rates, Changing Demographics: How Might Active Strategies Benefit?

A look at how rising interest rates and a growing retiree population might affect markets and investors.

Discover the Potential of Dividend-Paying Equities

In today’s low-yield world, income investors have other options than aggressively reaching for yield.

  • December 13, 2017
Are Cryptocurrency Exchange-Traded Funds (ETFs) on the Horizon?

Insight into the growing popularity of cryptocurrency and the potential development of a bitcoin exchange-traded fund.

Understanding Why Stock Market Volatility Has Been Muted

Steady economic expansion and strong corporate profit growth, along with low price correlation across individual stocks, have driven realized stock market volatility to record lows.

Going Green: ESG Fixed Income Investing for Global Markets

Green bonds are making inroads into global fixed income markets as the focus on climate change and ESG investing heats up.

Unpacking the House and Senate tax reform proposals

How might a forthcoming tax reform bill affect investors?

4 Reasons Why the VIX May Double in the Next Year

Identifying key factors and risks that could cause stock market volatility to increase in the coming months.

Trump Takes on US Tax System. What Does it Mean for Investors?

Perspectives on Trump tax reform proposal and the potential impact on US economy, markets, and investor portfolios.

  • October 18, 2017
5 Things to Consider When Evaluating Alternative Investments

Alternative investments have the potential to enhance diversification, hedge volatility, and augment returns, though beware of the risks.

Preparing Clients for Potential Tax Policy Changes

Strategies to consider for managing tax policy risk while saving for retirement.

New Rules? Not Yet: Fiduciary Rule Update

Recapping the Department of Labor’s (DOL) recently approved 18-month extension of the fiduciary rule’s implementation date.

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

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