October Investment Outlook from Loomis, Sayles & Co.

With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.

  • October 22, 2021
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A Fixed Income Predicament: The Case for a Flexible, Active Approach

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

Real Estate Outlook: The Great American Re-opening?

How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.

Investment Trends in Advisor Portfolios – Midyear 2021

Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.

Institutional Investment Trends Midyear 2021

In a strong equity market, institutions are rebalancing into fixed income and looking for opportunities to outsource certain investment management functions.

Inflation: Is It Back and Does It Matter?

Inflation reached 5% in 2021 for the first time since 2008. Should investors be concerned?

  • July 19, 2021
Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

What Does Fed Surprise Really Mean for Investors?

The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.

Biden and the Paris Agreement: What Rejoining Could Mean for Investors

The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.

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Banking, Finance, and the Biden Agenda: What’s Ahead?

Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.

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Post-Crisis Washington: How Might Politics Inform New Legislation?

According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.

3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why

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Housing Finance Reform and the Biden White House: What’s Next?

A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.

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10 Factors to Shape the Recovery with Nouriel Roubini

Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.

Should Investors Be Leery of Inflation Risk?

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020