Fixed Income
High Yield Bonds and Loans: The Correlation Breakdown
What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.
US Inflation Tracker – May 12, 2022
US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
Devils, Details, and Market Overhangs
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
Multisector Matters: Volatility Means Mispriced Bond Opportunity
Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.
Municipal Bond Marketplace Outlook
Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.
- May 4, 2022
Loomis on Loans: Rates are Rising. Can Companies Take the Heat?
Various metrics are explored by Loomis Sayles’ Bank Loan team to answer why rising rates should not impact companies’ capital structures.
An Inverted Yield Curve May Signal Recession, But Not Always
While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.
Sell the Angst, Buy the Tanks?
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Credit Market Update: Quality Matters As Inflation Ticks Higher
What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views
How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.
A New Age for Geopolitics and Global Markets
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
How Bonds Really React to Rising Rates
How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.
Inflationary Doom Loop?
Portfolio Manager Jack Janasiewicz discusses events that rattled markets in February, from rate hike expectations to fallout from the Russia/Ukraine crisis.
5 Allocation Trends in Model Portfolios – Winter 2022
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
- March 8, 2022
- Sean McDade
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.
The Fed Hiking Cycle: How Tight Is Tighter?
Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.
How Fixed Income Managers Are Thinking About Russia’s Invasion
Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.
Fixed Income ETFs: Unique Premium/Discounts Explained
Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.
Flex Time: Tactically Allocating for Rising Yields
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.
What Does the Fed's Inflation Fight Mean for Fixed Income?
Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.
A Bout of Market Indigestion
Portfolio Manager Jack Janasiewicz provides context around January’s market swoon, the Fed’s anticipated rate hikes and the start of earnings season.
Bank Loans Outlook: Signals for a Constructive 2022
Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.
A Year in Review: Active ETF Growth, Performance & Trends
Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.
Peak Fed Hawkishness – and Beyond
Portfolio Manager Jack Janasiewicz discusses the December Fed meeting, living with Omicron, the power of earnings, and the new market highs at year end.
Fixed Income: Top Five Themes to Watch in 2022
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Stranger Things: Macro & Market Outlook 2022
Portfolio strategists offer a refreshingly different take on inflation, interest rates, valuations and the most recent comments from the Federal Reserve.
Is the 60% Stocks / 40% Bonds Portfolio Really Dead?
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
November Sentiment Swing – Sell Now, Ask Questions Later
Portfolio Manager Jack Janasiewicz discusses November’s bearish turn in the market with just one month left in 2021.
Green Bonds: The Revolution in Fixed Income
Mirova team members detail green bond basics, accelerating issuance, challenges, and their thoughtful methodology aimed to uncover only issues displaying integrity and ambition.
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.
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.
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
- 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
- Mark J. Cintolo
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.
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.