Fixed Income Dashboard

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

February 8, 2024 Garrett Melson
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Can You Bank on US Financial Stocks for Value?

Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.

February 8, 2024
Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024
Investment Outlook: Loomis Sayles

Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

January 24, 2024
Expectations vs. Reality

Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.

January 24, 2024
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  • The Quality Factor

    A focus on high quality stocks enables investors to harness the benefits of healthy firms exhibiting strong profitability, balance sheets and fundamentals.

    January 17, 2024
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    Sustainable Investing: Transformational trends to watch

    Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.

    January 17, 2024 Jens Peers
    US Inflation Tracker

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

    January 16, 2024 Jack Janasiewicz - Garrett Melson
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    What Really Matters in 2024

    Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.

    January 10, 2024 Jack Janasiewicz
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    Backdrop for Bond Investing Brighter in 2024

    Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

    January 2, 2024 Peter W. Palfrey
    Portfolio Manager Insights: Themes & Risks for 2024

    From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

    December 26, 2023
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    Managing Equity Market Volatility in 2024

    Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.

    December 22, 2023 Michael T. Buckius
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    Going Where the Value Is Greater: International Equities

    Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

    December 21, 2023 David G. Herro
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    Could Small Cap Stocks Be a Sweet Spot in 2024?

    Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

    December 21, 2023 Chris D. Wallis
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    Macro Outlook: Turn the Page

    Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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    Rate Cuts on the Horizon?

    The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

    December 15, 2023 Jack Janasiewicz
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    Observations & Ideas for a Higher Yield World

    Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

    December 5, 2023 Matthew J. Eagan
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    Growth Trends with a Long Runway

    Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

    November 27, 2023 Aziz V. Hamzaogullari
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    Straight Talk on the Treasury Market

    Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

    November 17, 2023 Jack Janasiewicz
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    Value Investing Amid a Turbulent Fixed Income Climate

    View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.

    November 7, 2023 Adam D. Abbas
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    Value Gap in US Equities Is Widening Again

    A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

    November 3, 2023 William C. Nygren
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    Triple Discount in International Equities

    Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

    October 24, 2023 David G. Herro
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    Cruel September

    Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

    October 13, 2023 Jack Janasiewicz
    Corporate Bond Shortage on the Horizon?

    Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

    October 4, 2023 Mark J. Cintolo
    A Look Behind the Curtain – ETF Primary Markets

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

    September 29, 2023 Tyler A. Williams
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    Bullwhips and the Extrapolation Effect

    Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

    September 15, 2023 Jack Janasiewicz
    What’s Next for Europe’s Natural Gas Dilemma and Economy?

    Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.

    September 14, 2023 Matthias Nikaj
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    Value Investing in an Evolving World

    Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.

    August 28, 2023 William C. Nygren
    Revalidating the Case for Duration in Fixed Income Portfolios

    Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.

    August 21, 2023 Mark J. Cintolo
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    Recession Outlook: Going, Going, Gone

    Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

    August 18, 2023 Jack Janasiewicz
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    Longer Duration Driving Opportunity in Muni Bonds

    Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.

    August 10, 2023 Dawn Daggy-Mangerson
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    Time to Extend Duration with High-Quality Fixed Income

    Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.

    August 9, 2023 Peter W. Palfrey
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    Market Catalysts: Made in the USA

    Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

    July 17, 2023 Jack Janasiewicz
    3 Tips for Trading ETFs

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

    July 10, 2023 Tyler A. Williams
    Returns on Cash May Be Lower Than You Think

    While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.

    June 27, 2023 Mark J. Cintolo
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    Fixed Income Outlook: More Yield to Be Had?

    An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

    June 26, 2023
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    Outlook & Opportunities: Global Equities

    Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

    June 20, 2023
    Outlook: ETF Trends to Watch for in the Second Half of 2023

    Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.

    June 20, 2023 Nicholas J. Elward
    Identifying Value in the Crossover Corporate Bonds Space

    Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

    May 24, 2023 Matthew J. Eagan
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    Fixed Income Framework: Cyclicality vs. Inflation

    Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

    May 23, 2023 Mark J. Cintolo
    5 Viewpoints for Fixed Income Investing in Late Credit Cycle

    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.

    May 17, 2023
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    Fixed Income Pulse: What You Need to Know

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

    Top 5 Financial Advisor Questions About ETFs

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

    April 17, 2023 Nicholas J. Elward
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    How Fixed Income Asset Management Rises Above Interest Rates

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

    March 24, 2023 Brian P. Kennedy
    Implications of Credit Suisse Takeover by UBS for Bond Investors

    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.

    March 23, 2023
    Can Confidence in the Financial System Be Restored?

    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.

    March 21, 2023 Jack Janasiewicz - Garrett Melson
    March Madness: Top Picks for Fixed Income Investing

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

    March 20, 2023 Mark J. Cintolo
    Failing Banks: How Long and Disruptive Will It Be?

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

    March 20, 2023 Jack Janasiewicz - Garrett Melson
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    Yield Opportunities Now in Fixed Income Markets

    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.

    March 6, 2023 Matthew J. Eagan
    Looking Beyond High Yield Bonds for Higher Returns

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

    February 6, 2023 Mark J. Cintolo
    Is Inflation Poised to Roll Over?

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

    December 9, 2022 Sean Kaukas
    How to Evaluate ETFs

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

    November 21, 2022 Tyler A. Williams
    Is the Market Looking Past Lowered Earnings Estimates?

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

    November 16, 2022 David T. Reilly
    Economic Well-Being of US Consumers in Decline?

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

    October 13, 2022 Gregory V. Kanarian
    Positioning Portfolios for Fading Inflation

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

    October 7, 2022 Mark J. Cintolo - Sean Kaukas
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    Why Active ETFs Matter During Volatile Times

    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.

    September 15, 2022 Dan Hughes
    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
    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.

    August 8, 2019 Dave Goodsell


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