Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
The muni yield curve inversion persisted through midyear. Munis gave back returns from the start of 2023 with positive results at the long end.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.
Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Learn how various types of analysis techniques can help you better evaluate and select the right fixed income strategies for your clients’ portfolios.
Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
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.
An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.
Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.
Portfolio Manager Jack Janasiewicz offers his take on inflation, the Fed, labor trends, liquidity fears and narrow market breadth.
Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
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.
Portfolio Manager Jack Janasiewicz provides his take on the Fed’s May meeting, corporate earnings season, and some underappreciated economic tailwinds.
Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
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.
Stocks and bonds stopped moving in tandem in early December – and that favors duration for bond investors.
Portfolio Manager Jack Janasiewicz offers his thoughts on the banking crisis, the Fed’s response, and where the markets and economy may go from here.
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
Loomis Sayles’ Brian Kennedy talks duration decisions, yield advantage, and the fixed income asset management choices his team is considering in 2023.
Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.
Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.
With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.
Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.
After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.
Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.
Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.
Multisector Manager Elaine Stokes explores what structural changes, corporate health, and market illiquidity mean for fixed income markets.
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.