- Equity markets finished the year near all-time highs, notching four new highs in December.
- The Santa Claus Rally delivered after all – but left many investors on the sidelines.
- The Federal Reserve’s hawkish positioning at its mid-December meeting was consistent with what the markets have already been pricing in for some time now.
- Earnings are what ultimately drive stock prices, and many investors are still underappreciating corporate America’s resiliency.
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Portfolio Manager Jack Janasiewicz points out that September’s losses did not continue into October, thanks to a solid earnings season – and other fears may be overblown as well.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance from the Federal Reserve, and Delta variant concerns.
Despite another global wave of Covid-19 and inflation, Loomis Sayles’ Senior Macro Strategies Analyst explains why a global expansion should stay on track.
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
This material is provided for informational purposes only and should not be construed as investment advice.
The views and opinions expressed are as of November 2021 and may change based on market and other conditions.
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. Actual results may vary.