Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
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.
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
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.
With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.
Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
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.
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Inflation, Fed, and growth fears were joined by new pandemic jitters in July. Yet the market outlook remains constructive for 2021, says our Global Market Strategist.
Experts in the Natixis Investment Managers family say the biggest risk facing investors in the second half of 2021 may be no risk at all.
It has now been over a year since the first semi-transparent exchange-traded fund (ETF) listed for trading in the United States. Now that these products have built up a performance and trading track record, let’s check in on how they’re performing.
Jens Peers, CFA, CEO, and CIO, Mirova US, elaborates on Generation Z and identifies key characteristics and trends; he also highlights some possible scenarios of how it may impact other generations going forward.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.®
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
Loomis Sayles credit research analysts believe that while Texas may have thawed out after its winter storm crisis, the repercussions are far from over.
Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
Deregulated power companies in the state of Texas will incur short-term financial pain in light of the recent power crisis, but the news is not all bad.
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
PM Jack Janasiewicz looks at the public sentiments and market dynamics of “meme stocks” and how they might affect investors and portfolios in the near term.
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
Gauging the potential market effects of the post-pandemic economy on the exchange-traded funds universe.
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
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.
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
Results from the 2019 Global Survey of Professional Fund Buyers predicted increased equity volatility and illustrate how professionals have been positioning portfolios for riskier market scenarios.
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
From market volatility to geopolitical uncertainty, see how professional fund buyers are facing the challenges of 2019, based on the 2018 Global Survey of Professional Fund Buyers.
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.