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.

Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities
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Midyear Global Investment Outlook 2019: Silver Linings, Danger Zones, and Opportunities

Strategists discuss capital market prospects, central bank policy, tariffs, the likelihood of a global recession — and what keeps them up at night.

Gauging the Potential Effects of the US-China Trade War on Investors 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.

US-China Trade Tensions: What They Could Mean for Markets and Investors
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US-China Trade Tensions: What They Could Mean for Markets and Investors

Vaughan Nelson CEO Chris Wallis discusses the history and potential future of the US-China trade dispute and how it could affect the global investment landscape.

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

Beyond Tariffs and Trade: US-China and the New Economic Cold War Beyond Tariffs and Trade: US-China and the New Economic Cold War

The US-China dispute is about more than trade alone – and has the potential to affect markets and investors in various ways.

Meet the Team That Makes Loomis Sayles Fixed Income Tick
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Meet the Team That Makes Loomis Sayles Fixed Income Tick

The Loomis Sayles & Company multisector team talks about how it mixes research, experience, and teamwork in its investment approach.

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.

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.

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.

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.

Navigating Dynamic Markets with Tactical Flexibility 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.

Measuring Market Excitement: Is Global Growth About to Bloom?
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Measuring Market Excitement: Is Global Growth About to Bloom?

Chief Market Strategist David Lafferty shares his views on the post-Christmas global rally – and what investors should know about where markets may be headed.

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.

Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy
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Cybersecurity Update: Lawmakers and the Tech Sector Address Data Privacy

In light of major cybersecurity breaches, the issue of data privacy has Washington’s attention and new regulations are being discussed.

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.

Crunch Time: What Investors Need to Know About the Debt Ceiling Debate
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Crunch Time: What Investors Need to Know About the Debt Ceiling Debate

Whether or not Congress can agree on new spending and the debt ceiling could impact markets and investors.

  • April 16, 2019
Alpha Thesis of Loomis Growth Equity
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Alpha Thesis of Loomis Growth Equity

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

Fed-mageddon: Yield Curve Fever Fed-mageddon: Yield Curve Fever

Chief Market Strategist David Lafferty on what investors should know about Fed policy, interest rates and the yield curve – and their potential effect on markets over the near term.

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.

Loomis Sayles Update: Active Investors Get Selective in 2019
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Loomis Sayles Update: Active Investors Get Selective in 2019

An overview of where Loomis, Sayles & Company is searching for investment opportunities in the equity and fixed income landscapes.

  • March 28, 2019
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Changing Market Dynamics Present Active Value Opportunities Changing Market Dynamics Present Active Value Opportunities

Recent volatility and decreasing market liquidity worldwide could present a favorable landscape for actively managed value investors.

Equity Investing in the Current Environment Equity Investing in the Current Environment

In challenging market conditions, a value-based approach to equities can help investors uncover portfolio opportunities.

Minding the Store: Data Security Considerations for Investment Professionals Minding the Store: Data Security Considerations for Investment Professionals

Investment professionals and their clients should make sure they’re doing everything they can to protect sensitive information.

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.

Taking Measure of Global Markets: Risks, China, and Europe
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Taking Measure of Global Markets: Risks, China, and Europe

Senior Investment Strategist Esty Dwek on recession risk, trade challenges, political tensions, and emerging market growth.

Market Rally vs. Market Reality: Evaluating the Path Ahead Market Rally vs. Market Reality: Evaluating the Path Ahead

The post-Christmas market rally has been impressive – but are macro data and earnings signaling a tougher road ahead for investors?

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.

How Market Size Matters in Trend Following Futures Strategies How Market Size Matters in Trend Following Futures Strategies

The author examines the importance of market size in trend following strategies and highlights the significance of the size factor across managers in 2018.

Bank Loans: Much More Than a Rising Interest Rates Play Bank Loans: Much More Than a Rising Interest Rates Play

Yield pickup and a steady US economy should favor bank loans in 2019, says product manager for the Loomis, Sayles & Company bank loans team.

  • February 25, 2019
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.

What Could Go Wrong? Measuring 7 Top Market Risks
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What Could Go Wrong? Measuring 7 Top Market Risks

Understanding what markets may or may not be prepared for can help investors to navigate conflicting signals and frenzied headlines.

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
10 Things Keeping Investors Up at Night 10 Things Keeping Investors Up at Night

Senior Investment Strategist Esty Dwek shares insights on investor concerns for the year ahead, including volatility, interest rates, Brexit, and trade wars.

Pursuing More Predictable Return Streams in Flexible Fixed Income Pursuing More Predictable Return Streams in Flexible Fixed Income

Elaine Stokes of Loomis Sayles’ Multisector Team discusses removing equity and non-dollar volatility in the Investment Grade Bond Fund, and 2019 outlook.

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
Overly Emotional Equity Markets Creating Opportunity for Value Investors
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Overly Emotional Equity Markets Creating Opportunity for Value Investors

Portfolio Manager David Herro can’t say whether market weakness will continue in 2019 – but he is sure it will deliver intriguing scenarios for value investors.

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.

Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility Reality Check: Why 2019 Could Bring Slower Growth and Higher Volatility

Trade tensions and rising rates are two reasons investors may want to try to guard their portfolios from day-to-day market gyrations in the year ahead.

Correction or Beginning of Bear Market? What’s in Store for Stocks
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Correction or Beginning of Bear Market? What’s in Store for Stocks

Bear markets can occur without a recession but both can affect portfolios. Veteran equity manager Chris Wallis talks 2019 market dynamics and the Fed’s altered toolkit.

  • January 16, 2019
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Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019 Income, Volatility and Value Equity Experts Eye Opportunities, Concerns in 2019

Insights from our panel of investment experts on where investors might be best positioned to succeed in the new year.

After the Mid-Terms: Forecasting Policy and Politics in 2019 After the Mid-Terms: Forecasting Policy and Politics in 2019

President Trump and a divided US Congress will face a wide range of challenges in the year ahead – how might what transpires affect investors?

Preparing Portfolios for the New Tax Regime Preparing Portfolios for the New Tax Regime

The potential for higher tax rates makes it even more important to employ techniques designed to mitigate the impact of tax liabilities on investment portfolios.

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.

Multi-Asset Income: Sustainable Income Focused on Quality and GRIT Multi-Asset Income: Sustainable Income Focused on Quality and GRIT

Loomis Sayles’ Multi-Asset Income Team explain why quality of income matters and other steps they take to maximize risk-adjusted returns.

European Stocks and the Wall of Worry
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European Stocks and the Wall of Worry

Senior Investment Strategist Esty Dwek discusses the prospects for markets in Europe.

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.

From the Summit: The US Mid-Term Elections: Instant Analysis
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From the Summit: The US Mid-Term Elections: Instant Analysis

Political insiders share their insights on the November 6 mid-term election results and interpret what it all means for the US, Europe and the world.

Searching for Late Cycle Yield Advantage Searching for Late Cycle Yield Advantage

Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.

Pursuing Hidden Value in Global Bond Markets Pursuing Hidden Value in Global Bond Markets

Two Loomis Sayles portfolio managers provide their thoughts on potential opportunities in the global fixed income sector in the year ahead.

Making Sense of Tariffs and Trade
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Making Sense of Tariffs and Trade

What are President Trump’s intentions in the trade dispute with China? Where does Congress stand on trade issues? How might markets be affected? We sit down with two policy experts to discuss.

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.

Late Cycle Investing: Focus on Flexibility and Diversification
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Late Cycle Investing: Focus on Flexibility and Diversification

Senior Investment Strategist Esty Dwek offers insight on portfolio strategy in the late stages of the economic cycle.

Poise Under Pressure: David Herro Decodes Stock Market Unrest
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Poise Under Pressure: David Herro Decodes Stock Market Unrest

Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.

The Change Variable: Cross-Sector Disruptors and Investing
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The Change Variable: Cross-Sector Disruptors and Investing

Evolutions in technology are affecting a range of businesses, resulting in potential opportunities for active investors.

It’s a Small Cap World: Seeking Value in a Momentum-Driven Market It’s a Small Cap World: Seeking Value in a Momentum-Driven Market

Unpacking recent trends in the small cap investing space and what investors might expect from small caps in the near term.

Shaping the New Geopolitical World Order
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Shaping the New Geopolitical World Order

Jean Raby, CEO of Natixis Investment Managers, and Ayo Akinwolere, Master of Ceremonies, preview the topics and trends that will be discussed at the Natixis Investment Managers Summit.

Fixed Income Amid Rising Rates: Challenges and Opportunities
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Fixed Income Amid Rising Rates: Challenges and Opportunities

Loomis Sayles Fixed Income Manager Matt Eagan, CFA® shares insights on navigating the current fixed income markets.

Bracing for the Boomer Retirement Wave
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Bracing for the Boomer Retirement Wave

As retiring investors become sellers, market conditions could change – an active approach may help those in their wake.

2019 ETF Trends and Outlook 2019 ETF Trends and Outlook

A look at what the year ahead might have in store for the exchange traded funds space.

Finding Tax-Efficiency Potential in Options-Based Strategies
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Finding Tax-Efficiency Potential in Options-Based Strategies

Mike Buckius of Gateway Investment Advisers discusses how the firm seeks to manage portfolio tax liabilities.

SCOTUS Update: The Policy Implications of a New Justice 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 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.

Accounting for Intangible Assets: The New Value Investing
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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.

Reading the Yield Curve Signals: Recession or Expansion? 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.

3 Reasons to Consider Short-Term Bonds in a Rising Rates Environment 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 Strategies for Protecting Portfolios from Market Volatility

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

International Equity Outlook: Market Instability Can Mean Opportunity
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David Herro of Harris Associates reflects on the first half of 2018 and how volatility can create value for active managers.

Seasonal Benefits of Active Municipal Bond Management Seasonal Benefits of Active Municipal Bond Management

An active management approach to seasonality factors in the municipal bond market may benefit portfolios.

  • July 17, 2018
Challenges Facing Passive Investing Strategies Challenges Facing Passive Investing Strategies

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