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Late Expansion Value in Corporate and Convertible Bonds

Late expansion phase views and select value picks in corporate bonds and convertibles are shared by Loomis, Sayles & Co. Full Discretion Team’s Brian Kennedy.

Loomis Sayles Municipal Bond Marketplace Outlook - August 2022

A more stable foundation for municipal bonds could be building. Loomis, Sayles & Company’s Municipal Bond Team offers their outlook.

  • August 3, 2022
Credit Market Update: Late Cycle Amid Ongoing Fed Tightening

Loomis, Sayles & Company’s Full Discretion Team reviews credit markets into ‘Late Cycle’ amid favorable high-risk premiums and challenging Fed tightening.

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?

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.

US Inflation Tracker

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

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Fact Checking the Bears

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

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From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

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Shift of Dismay: Inflation, Markets & Volatility at Midyear

Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.

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.

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Revenge Spending and a Market U-Turn

Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.

3 Questions to Ask About Short Duration Bond Strategies

Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.

  • June 7, 2022
Stepping Up Resiliency of Fixed Income Portfolios

Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.

Investing in Bank Loans: Beyond Interest Rate Expectations

How investing in bank loans may do more than protect portfolios against rising rates is explored by Loomis Sayles’ Bank Loan team.

  • June 1, 2022
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
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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

Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.

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
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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.

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
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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.

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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.

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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
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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

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

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?

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.

  • February 28, 2022
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.

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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.

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.

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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.

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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
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.

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
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.

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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

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.

Investment Trends in Advisor Portfolios – Midyear 2021

Emerging trends this quarter include higher equity allocations, moves to hedge against inflation and growing interest in model portfolios.

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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.

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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.

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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

Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.

  • March 2, 2018