Sustainable, Responsible, and Impact Investing
Fixed Income
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.
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.
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.
Navigating Dynamic Markets with Tactical Flexibility
Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and the strategy.
- November 9, 2020
- Richard G. Raczkowski - Peter W. Palfrey
Facing Market Challenges with a Diversified Approach
Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge
Core Plus Bond Team Outlook
Peter Palfrey and Rick Raczkowski of the Loomis Sayles Core Plus Bond Team discuss the fund’s objectives and strategy.
- November 5, 2020
- Richard G. Raczkowski - Peter W. Palfrey
Multisector Team Outlook
The Loomis Sayles Multisector Team presents its views on current macro conditions, including US and global interest rates and potential fixed income opportunities.
- November 3, 2020
- Matthew J. Eagan - Daniel J. Fuss - Brian P. Kennedy - Elaine M. Stokes
Municipal Bond Marketplace
The Loomis Sayles Municipal Bond Team provides an overview on the current municipal bond market and their outlook for the remainder of the year.
Institutional Investment Trends During the COVID Market
Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.
- October 22, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Asset Allocation Trends During the COVID Market
Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.
- October 13, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Investment Idea for Student Debt
Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.
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.
- June 18, 2020
- Gregory V. Kanarian
Getting the Big Picture: Multi-Asset Credit Investing
Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.
Five Perspectives on Emerging Market US Dollar Corporate Debt
A look at how the emerging market US debt sector has been affected by the social and economic consequences of the COVID-19 pandemic.
Consumer ABS & COVID-19: Assessing the Impact
A look at how the economic effects of the COVID-19 pandemic have affected the consumer asset-backed securities (ABS) space.
- May 20, 2020
Assessing the Global Credit Landscape
The Loomis Sayles Global Fixed Income portfolio management team shares its views on opportunities and risks in the global credit markets.
COVID-19 and Municipal Bonds: Market Outlook
A look at how the economic effects of the COVID-19 pandemic have impacted the municipal bond space.
COVID-19 Markets: A Look at Housing and Mortgages
The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Three Questions on Credit: Consumer ABS
COVID-19’s impact on consumer asset-backed securitized sectors is analyzed by mortgage and structured finance experts from Loomis, Sayles & Co.
Three Questions on Credit: Corporate Debt & Downgrades
A look at how the corporate debt has been affected by the COVID-19 pandemic – and an outlook for this market over the near term.
Three Questions on Credit: High Yield
A look at how the high yield credit market has been affected by the COVID-19 pandemic – and an outlook for the road ahead.
Fixed Income Market Insight: Loomis Sayles Multisector Team
Volatility, liquidity and security selection during COVID-19 is analyzed by Elaine Stokes, co-head of Loomis Sayles Multisector, Full Discretion Team.
Has COVID-19 Created a Prime Time for Credit?
Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.
Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook
How COVID-19 is impacting various areas of the municipal bond market is examined by by Loomis, Sayles & Company’s Municpal Credit Research Team.
Finding Risk-Managed Opportunities in Short-Duration Fixed Income
Short-duration fixed income ETFs have the potential to deliver portfolios risk-managed alpha in down markets.
Coronavirus & Loan Market Update: Loomis, Sayles & Company
COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.
Green Bonds: An Easy Way to Reduce Carbon Footprint in Portfolios
Green bonds are a direct way to include ESG, reduce a portfolio’s carbon footprint, and access opportunities in a growing market, says a Mirova manager.
Fixed Income Market Update: Pandemic Pattern to Policy Response
Co-heads of Loomis, Sayles & Company’s Multisector Full Discretion Team explain the coronavirus pandemic pattern and the global policy response needed for markets and economies to recover.
Beyond the Label: An Assessment of the Green Bond Market
How green bonds can contribute to sustainability initiatives while delivering returns for long-term investors is analyzed by Loomis, Sayles & Company research.
US Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.
- March 9, 2020
- Natixis Investment Institute
Institutional Asset Allocation Trends – Spring 2020
Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.
- March 2, 2020
- Natixis Investment Institute
- Mark J. Cintolo
Slower for Longer? Gauging Market Reaction to COVID-19
Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.
Loomis Sayles Investment Grade Bond: A Different Approach
The world has changed in important ways, and investors should account for these changes as they look for pockets of value in fixed income.
Green Bond Principles Promote Best Practices in the Green Bond Market
Mirova’s Fixed Income Team examines the strengths and shortcomings of the principles that serve as an industry standard for structuring green bonds.
Cash Can Be a Real Drag on Your Portfolio
Before you let cash build up in a portfolio, consider other alternatives to potentially mitigate volatility, manage liquidity, and provide safety.
- February 6, 2020
- Gregory V. Kanarian
What Investors Should Know About Housing Finance Reform
A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.
Combining Investor and Climate Change Goals for Better Outcomes
Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.
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.