High Yield Bonds and Loans: The Correlation Breakdown 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.

  • May 19, 2022
US Inflation Tracker – May 12, 2022 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
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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 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 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? 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.

  • May 2, 2022
An Inverted Yield Curve May Signal Recession, But Not Always 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.

  • April 20, 2022
Sell the Angst, Buy the Tanks?
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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 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 Bond Basics: How Interest Rates Affect Bond Yields

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

  • April 18, 2022
Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views 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.

  • April 14, 2022
A New Age for Geopolitics and Global Markets
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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
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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
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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.

  • March 18, 2022
Inflationary Doom Loop?
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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 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.

Bank Loan Basics: An Income Diversifier for All Times 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
The Fed Hiking Cycle: How Tight Is Tighter? 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 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.

  • February 28, 2022
Fixed Income ETFs: Unique Premium/Discounts Explained 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 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? 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
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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 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 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
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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
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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.

  • December 22, 2021
Stranger Things: Macro & Market Outlook 2022
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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? 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
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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 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.

  • December 7, 2021
Trick or Treat? October Reversal
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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 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 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
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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.

If the Dollar Weakens, Investors May Want Global Bonds 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
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?
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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
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Institutional Investment Trends During the Covid Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Investment Managers Solutions consultants.

Asset Allocation Trends During the COVID Market
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Asset Allocation Trends During the COVID Market

Key trends derived from in-depth analysis of model portfolios by Natixis Investment Managers Solutions consultants.

2019 Natixis Global Survey of Individual Investors
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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
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