Fixed Income
Navigating Dynamic Markets with Tactical Flexibility
How today’s ever-evolving credit cycles and complex global markets demand flexibility and why Loomis Sayles’ Core Plus Bond Team takes a tactical approach.
- December 1, 2021
- Natixis Investment Institute
- Peter W. Palfrey - Richard G. Raczkowski
Credit Market Update: Appetite for Yield Continues
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
Municipal Bond Marketplace Outlook
Amid anticipation on the legislative front, the Loomis Sayles Municipal Bond Team provides their outlook for the remainder of 2021.
- November 16, 2021
Trick or Treat? October Reversal
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.
Core Plus Bond Insight: Growth, Inflation and the Fed
Fixed income market action in Q3 and drivers to consider going forward are discussed by Loomis, Sayles & Co. Core Plus Bond Team’s Richard Raczkowski.
2022 ETF Trends to Watch
Predictions for 2022 ETF trends, and a look back at how investor interest developed in 2021, are covered by Natixis’ ETF experts.
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.
If the Dollar Weakens, Investors May Want Global Bonds
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
Rainy Day Funds: Making Sense of Short-Term Investment Strategies
Comparing the benefits and risks of three investment vehicles that investors can consider when planning for short-term expenses.
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
How Will Munis Fare in 2H 2021?
Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.
This Time It’s Not the Same
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
2021 Halftime Report: What’s Ahead for Markets
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
From the Consultant’s Desk: What’s happening under the surface?
Consultants discuss how the growing divergence in the equity market has affected portfolio allocations – and highlight sectors advisors may have missed.
Three Questions for Short Duration Income ETF – LSST
Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.®
Yield Curve Control: An Experiment in Real Time
Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.
Demystifying TIPS: Potential Advantages of Inflation-Protected Securities
Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.
Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Inflation, Interest Rates and the Fixed Income Landscape
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
From the Consultant’s Desk: 10 Trends in 2020
From the growth vs. value divide to the profusion of unicorns and the struggle to find yield, financial professionals had their hands full in 2020.
2021 Outlook: Three Questions for Loomis Sayles Sector Teams
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
Ready for the Next Crisis? Redefine Your Fixed Income Strategy
The Loomis Sayles Short Duration Income ETF (LSST) takes an active approach to risk-first fixed income.
When It Comes to Short Duration Fixed Income, What Should Investors Watch For?
Natixis Head of Business Development Nick Elward speaks with the NYSE about what sets the LSST short-duration ETF strategy apart from the competition.
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
Carry Trade on Student Loans?
The CARES Act provision deferring payments on federal student loans – and lowering rates to 0% – may offer an opportunity for clients with student debt.
- February 23, 2021
- Gregory V. Kanarian
Fixed Income ETFs: Unique Premium/Discounts Explained
Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.
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.
Four Post-Pandemic Guidelines for Short-Term Bond Investors
In the fixed income space, the early market effects of the Covid-19 crisis can serve as reminders of the importance of risk management.
2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?
Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
From the Consultant’s Desk: The Year of the Barbell Portfolio
In a difficult year, financial advisors favored US growth stocks and high quality bonds in their model portfolios – but missed out on some top performing asset classes.
In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team
Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
Institutional Investment Trends During the Covid Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.
- October 22, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.
- October 13, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Six Simple Reasons Why Yesterday’s Volatile Markets are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Four Key Insights into Establishing the California Green Bond Market
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.