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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.

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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.

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.

Outlook: Municipal Bond Marketplace

Credit fundamentals, infrastructure plans, and increased issuances are favorable for the municipal bond market, says Loomis Sayles’ Municipal Bond Team.

  • August 6, 2021
Quarterly Credit Update: Loomis Sayles Full Discretion Team View

How long might the expansion phase of the credit cycle last and what does it mean for risk premiums and liquidity is analyzed.

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Peak Everything?

Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.

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The Fed and Fixed Income Markets: Midyear Outlook 2021

Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.

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Post-Pandemic Inflation and Fixed Income Markets

Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.

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.

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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.

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.®

  • May 10, 2021
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.

  • April 8, 2021
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.

  • March 23, 2021
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.

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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.

  • March 5, 2021
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.

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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.

  • February 26, 2021
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.

Fixed Income ETFs: Unique Premium/Discounts Explained

Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.

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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.

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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.

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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.

Taking a Pandemic Pulse Check on Fixed Income Allocations

A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.

  • December 10, 2020
Credit Check: The Full Discretion Approach to Credit Selection

Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.

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Facing Market Challenges with a Diversified Approach

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

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Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

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.

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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.