Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.
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?
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.
Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.
Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.
Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
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.
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
The behind-the-scenes workings of the primary market explains some unique advantages that ETFs can provide for investors.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.
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.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.
Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.
Trading ETFs can be different from buying and selling individual securities – here are three important tips to consider for ETF trading.
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.
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
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.
Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
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.
Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.
Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.
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.
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.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
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.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
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.