Market Outlook

Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.

A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.

While market performance suggests promising conditions, the Loomis Sayles team looks forward cautiously and likely towards a late credit cycle economy.

Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.

Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.

Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.

What-if economic scenarios, the yield curve, and fixed income’s role in investor portfolios are part of this extending duration talk with PM Jack Janasiewicz.

Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.

Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.

When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.

Portfolio Manager Jack Janasiewicz discusses potential market tailwinds, FOMO, a US capital spending boom, and prospects for a strong second half.

Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.

Bonds vs. equities, active vs. passive, and options-related ETF activity… what ETF investment activity we expect to see for the rest of 2023.

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

How Fed rate hikes, global commodity players, and late cycle market dynamics are factoring into portfolio decisions is shared by Fixed Income Manager Elaine Stokes.

Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.

Loomis Sayles’ Brian Kennedy talks duration decisions, yield advantage, and the fixed income asset management choices his team is considering in 2023.

Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

As central banks look to restore confidence in the financial system, chances of a full-blown recession and winners and losers of the crisis are analyzed.

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

Seven questions on the failing banks' potential economic impact, and Fed rate hikes are answered by Natixis portfolio strategists.

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

Fund selectors look to balance challenging markets and evolving client needs.

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.

Acceleration of renewable energy and industrial automation, plus regulatory clarity, are positive for sustainable and ESG investing says Mirova’s Jens Peers.

Factors behind the liquidity, stability, and overall strength of the ETF ecosystem in 2022’s volatile global market landscape are explained.

Value investing veteran David Herro sees valuations and undervalued currencies driving opportunity for international equity investors in 2023.

Institutional investors see a challenging year ahead. Read the full results from our 2023 Natixis Outlook Survey.

While they aren’t yet reflected in the broad Index, S&P 500^® earnings expectations have been revised much lower since mid-year.

It’s the million dollar question: How much do I need to retire? See how a million in retirement savings isn’t what it used to be.

Fund selectors look past Covid to bigger risks in 2022.

After thriving in the pandemic, institutions are facing the unknowns of 2022 with confidence. See why they’re saying, “Bring it on!”

Get insight into key trends that are shaping a more optimistic outlook for the year ahead.

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 latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

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.

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

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.