Coronavirus & Loan Market Update: Loomis, Sayles & Company
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Coronavirus & Loan Market Update: Loomis, Sayles & Company

COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.

Pandemic And Price War: Industry Analysis of the Current Environment Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
Harris Associates Market Update: Analyzing Long-Term Market Opportunities
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Harris Associates Market Update: Analyzing Long-Term Market Opportunities

Bill Nygren of Harris Associates suggests COVID-19 volatility presents opportunities to long-term value investors.

WCM Takes an Active, Long-Term Approach to Down Markets
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WCM Takes an Active, Long-Term Approach to Down Markets

Paul Black, co-CEO and Portfolio Manager at WCM Investment Management, talks about COVID-19 market turbulence and how an active approach seeks to uncover opportunities in down markets.

View from Washington: How Might COVID-19 Impact Election Season? View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Market & Strategy Update: Gateway Investment Advisers
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Market & Strategy Update: Gateway Investment Advisers

Actively managing index options to hedge equity risk in volatile times is discussed by Mike Buckius of Gateway.

COVID-19: Three Market Scenarios for Investors to Consider COVID-19: Three Market Scenarios for Investors to Consider

As governments worldwide enact fiscal measures in response to the COVID-19 pandemic, we look at three potential market scenarios for investors to consider.

Fixed Income Market Update: Pandemic Pattern to Policy Response
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Fixed Income Market Update: Pandemic Pattern to Policy Response

Co-heads of Loomis, Sayles & Company’s Multisector Full Discretion Team explain the coronavirus pandemic pattern and the global policy response needed for markets and economies to recover.

Loomis Sayles Core Plus Bond: Market Update
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Loomis Sayles Core Plus Bond: Market Update

Peter Palfrey, Co-Manager of Loomis Sayles Core Plus Bond Fund, discusses COVID-19 impact on the credit cycle and opportunities in plus sectors.

Market & Managed Futures Update: AlphaSimplex Group
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Market & Managed Futures Update: AlphaSimplex Group

Trend following & crisis alpha in volatile markets is discussed by Kathryn Kaminski, Chief Research Strategist, Portfolio Manager on ASG Managed Futures Strategy.

March 2020: Vaughan Nelson OPEC & Liquidity
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March 2020: Vaughan Nelson OPEC & Liquidity

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.

Harris Associates: Oakmark International and Oakmark International Small Cap Update Call
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Harris Associates: Oakmark International and Oakmark International Small Cap Update Call

Portfolio Manager David Herro of Harris Associates provides an update on volatility and the potential market consequences of COVID-19.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

Investing in Emerging Markets with WCM Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • March 16, 2020
View from Washington: Markets, COVID-19 and the Federal Response View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

What an Oil Price War Could Mean for Markets and Investors What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

March 2020: Fed Rate Cuts & COVID-19 Market Volatility
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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.

Making Sense of Market Mayhem Making Sense of Market Mayhem

Chief Market Strategist David Lafferty offers thoughts on how investors can think about risks and opportunities amid an oil price war and COVID-19 market turbulence.

March 2020: COVID-19 and Global Market Views
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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

Harris Associates: Market Update Podcast
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Harris Associates: Market Update Podcast

Conference call featuring Bill Nygren of Harris Associates, portfolio manager for the Oakmark and Oakmark Select Funds.

Election 2020: Discussing the Path Forward for Democrats
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Election 2020: Discussing the Path Forward for Democrats

Bob Marsh of OB-C Group discusses what went wrong in Iowa, Trump’s re-election prospects, and how presidential nomination favorites can be fleeting.

COVID-19: Perspectives from a Long-Term Value Investor COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

COVID-19: Making Sense of Market Sentiment COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19 Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

The SECURE Act and Retirement: What Investors Should Know
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The SECURE Act and Retirement: What Investors Should Know

A review of regulatory changes now in effect and how portfolio and retirement plans might be affected.

Perpetual Profit Machine? Assessing the Bull Market’s Path Forward Perpetual Profit Machine? Assessing the Bull Market’s Path Forward

Chief Market Strategist David Lafferty discusses how the bull market has continued its upward march – and why investors may want to use caution.

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.

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.

Loomis Sayles Investment Grade Bond: A Different Approach Loomis Sayles Investment Grade Bond: A Different Approach

The world has changed in important ways, and investors should account for these changes as they look for pockets of value in fixed income.

Allocating to Where the Value Is in Global Markets
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Allocating to Where the Value Is in Global Markets

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

Coronavirus and Global Markets: What Investors Should Know Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

WCM Sees Growing Opportunity in Emerging Markets WCM Sees Growing Opportunity in Emerging Markets

Portfolio Managers Mike Trigg and Greg Ise of WCM Investment Management on opportunity growth in emerging markets and their unique approach to the space.

  • February 12, 2020
Price Matters: International Value Opportunities Today
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

How Might the Coronavirus Impact Markets and Investors in the Near Term? How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

Investment Opportunity and Risk Considerations for a Bull Market Investment Opportunity and Risk Considerations for a Bull Market

Chief Market Strategist David Lafferty looks at how investors can consider near-term growth prospects while remaining aware of potential risks.

Know Your Loans – Why Active Management Matters
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Know Your Loans – Why Active Management Matters

Robust interest coverage and generally low leverage continue to make bank loans attractive, says a member of Loomis, Sayles & Company’s Bank Loans Team.

  • January 24, 2020
Balancing Risk and Opportunity: Volatility Outlook 2020 Balancing Risk and Opportunity: Volatility Outlook 2020

In the face of volatility risk, investors can look at markets through a risk-based lens that takes correlations and broader investment trends into account.

Ten Investor Risk Considerations for 2020 Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

Loomis Sayles Investment Outlook – Q1 2020 Loomis Sayles Investment Outlook – Q1 2020

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

Data Privacy Regulation in the US
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact
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US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

What Investors Should Know About Housing Finance Reform
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What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

Loomis Sayles Investment Grade Bond: Who We Are Loomis Sayles Investment Grade Bond: Who We Are

The Loomis Sayles Investment Grade Bond Team discuses the fund’s objectives and the strategy.

Investment Strategies for 2020 Investment Strategies for 2020

Natixis investment strategists profile five funds that may align with the market outlook for 2020.

  • December 23, 2019
Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel
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Highs and Lows of Investing in 2020: Natixis Institutional Outlook Panel

Our panel of experts share insights about growth, volatility, and interest rates at Natixis’ 2020 Institutional Outlook event.

Balancing Yield and Risk for a Transitioning Credit Cycle
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Balancing Yield and Risk for a Transitioning Credit Cycle

Doubling of debt in the investment grade sector is a top risk that the co-manager of Loomis, Sayles & Company’s Core Plus Bond strategies is navigating late cycle.

We’re on the Road to Nowhere: Natixis Strategist 2020 Outlook We’re on the Road to Nowhere: Natixis Strategist 2020 Outlook

Natixis strategists forecast little change in capital markets for 2020.

A Year of Geopolitical Détente or Danger? Global Outlook 2020
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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

2020 Global Market Outlook: Can the Global Economy Stay on Track?
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2020 Global Market Outlook: Can the Global Economy Stay on Track?

With no obvious shocks on the horizon, Chief Market Strategist David Lafferty believes 2020 market performance hinges on pace of global growth.

Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020 Room for Global Growth, Equities & EM: Asset Allocation Outlook 2020

Portfolio Manager Jack Janasiewicz considers how trade tensions and recession risks might affect equities, emerging markets, and fixed income next year.

5 Value Ideas from David Herro: Equity Outlook 2020 5 Value Ideas from David Herro: Equity Outlook 2020

Value recovery under way, Brexit discounts, and European banks’ attractive yields are covered by David Herro, CIO – International Equities, Harris Associates.

Bright Spots, Macro Risks, Credits & Currencies: Fixed Income Outlook 2020
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Bright Spots, Macro Risks, Credits & Currencies: Fixed Income Outlook 2020

Global markets may feel overvalued, but there are pockets of opportunity, says Co-Head of Loomis, Sayles & Company’s Multisector Full Discretion Team.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020 Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

ETFs and Index Investing in 2020: 3 Trends for Investors to Consider ETFs and Index Investing in 2020: 3 Trends for Investors to Consider

A look at non-transparent ETFs, direct indexing, and fixed income ETF strategies with Nick Elward, Head of Business Development and ETFs at Natixis.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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
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
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.

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.

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.



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