60/40 Portfolio Simplicity

See how a 60% stock/40% bond separate account portfolio can be an elegant solution for tax-sensitive investors.

April 9, 2024 Gregory V. Kanarian
3 Questions for Your Cash Management and Short-Term Investment Allocations

Explore 3 questions to ask regarding short duration bond strategies and learn how this approach could benefit investors in the current market landscape.

April 8, 2024 Tyler A. Williams
Credit Market Outlook: Solid Fundamentals and FOMO

Yield, dispersion, and fear of missing out in investment grade bonds is highlighted by Loomis Sayles’ Brian Kennedy.

April 1, 2024 Brian P. Kennedy
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Macro Outlook: Catalysts, Confidence & Cuts

Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.

April 1, 2024 Brian Hess - Jack Janasiewicz
US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

March 19, 2024 Jack Janasiewicz - Garrett Melson
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Investment Portfolio Trends 2023: Looking in the Mirror

A review of more than 200 investment portfolios highlights the benefits of risk-on allocations as inflation fears ease and markets rebound.

March 12, 2024 Kevin McCullough
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Bubble Trouble?

Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.

March 12, 2024 Jack Janasiewicz
March Madness: Top Picks for Fixed Income Investing

Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.

March 7, 2024 Mark J. Cintolo
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Does the 60/40 portfolio still work?

Decreased volatility, return potential, and bonds in the 60/40 portfolio are analyzed by Harris Associates’ managers.

March 7, 2024 William C. Nygren
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Herding Hawks at the Fed

Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.

February 13, 2024 Jack Janasiewicz
Plan Ahead for Tighter Spreads

As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.

February 12, 2024 Mark J. Cintolo
Fixed Income Dashboard

The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.

February 8, 2024 Garrett Melson
Economic and Financial Outlook 2024

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?

January 31, 2024
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Five Institutional Trends Dominated in 2H 2023

How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.

January 29, 2024 Mark J. Cintolo Financial Professional content – requires login
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Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

January 2, 2024 Peter W. Palfrey
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

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Rate Cuts on the Horizon?

The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.

December 15, 2023 Jack Janasiewicz
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Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

December 5, 2023 Matthew J. Eagan
Why We’re (Still) Underweight Securitized Assets

Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.

November 30, 2023 Mark J. Cintolo
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Portfolio Allocation Trends – Q3 2023

A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.

November 22, 2023 Sean Kaukas - Kevin McCullough
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Straight Talk on the Treasury Market

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

November 17, 2023 Jack Janasiewicz
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Portfolio Construction – What Role Should Fixed Income Play?

Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.

November 13, 2023 Mark J. Cintolo - Kevin McCullough
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Value Investing Amid a Turbulent Fixed Income Climate

View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.

November 7, 2023 Adam D. Abbas
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Fixed Income Yields and Drivers

Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.

October 18, 2023 Mark J. Cintolo - Kevin McCullough
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Cruel September

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

October 13, 2023 Jack Janasiewicz
Corporate Bond Shortage on the Horizon?

Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.

October 4, 2023 Mark J. Cintolo
Credit Where It’s Due

Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.

September 15, 2023 Kevin McCullough Financial Professional content – requires login
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Bullwhips and the Extrapolation Effect

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

September 15, 2023 Jack Janasiewicz
Moderate Model Portfolio Trends Analysis – Midyear 2023

The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.

August 11, 2023 David T. Reilly Financial Professional content – requires login
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Longer Duration Driving Opportunity in Muni Bonds

Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.

August 10, 2023 Dawn Daggy-Mangerson
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Time to Extend Duration with High-Quality Fixed Income

Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.

August 9, 2023 Peter W. Palfrey
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Five Institutional Investment Trends – Midyear 2023

Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.

July 25, 2023 Mark J. Cintolo Financial Professional content – requires login
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CE Credit: Evaluating Fixed Income Strategies Through Multiple Lenses

Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.

July 17, 2023 Mark J. Cintolo Financial Professional content – requires login
Returns on Cash May Be Lower Than You Think

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.

June 27, 2023 Mark J. Cintolo
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Fixed Income Outlook: More Yield to Be Had?

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

June 26, 2023
Bank Loan Investors: Look Beyond Rising Rates and Debt Costs

Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.

June 20, 2023 Cheryl Stober
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

May 24, 2023 Matthew J. Eagan
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Fixed Income Framework: Cyclicality vs. Inflation

Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.

May 23, 2023 Mark J. Cintolo
5 Viewpoints for Fixed Income Investing in Late Credit Cycle

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.

May 17, 2023
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Fixed Income Pulse: What You Need to Know

Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.

Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

May 9, 2023
2023 Fixed Income Pulse Survey

The 2023 Natixis and Loomis Sayles Fixed Income Pulse Survey explores how US advisors are navigating inflation, rates and duration in order to reset their bond strategy in 2023.

May 2, 2023 Dave Goodsell
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Traditional Diversification Is Working Again

Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.

April 27, 2023 Mark J. Cintolo
5 Trends in Model Investment Portfolios – Year-End 2022

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

March 14, 2023 Gregory V. Kanarian Financial Professional content – requires login
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
5 Midyear Trends in Model Investment Portfolios – Summer 2022

As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.

August 18, 2022 Mark J. Cintolo Financial Professional content – requires login
Is This a Good Time to Consider Corporate Bonds?

With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?

August 1, 2022 Mark J. Cintolo Financial Professional content – requires login
Institutional Investing Trends Observed at Midyear 2022

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

July 22, 2022 Mark J. Cintolo Financial Professional content – requires login
Bank Loan Basics: An Income Diversifier for All Times

An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.

March 4, 2022
2019 Natixis Global Survey of Individual Investors

The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.

July 15, 2019
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.

March 2, 2018