Market Outlook

What the credit cycle’s advance into late expansion phase means for fixed income investors is explained by Loomis Sayles’ Full Discretion Team.

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

Geopolitical, inflationary, and policy pressures may increase volatility in equity markets and value opportunities, says Chris Wallis, CEO, Vaughan Nelson.

AEW Research Director Mike Acton, CFA^® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.

Three scenarios for the Russia-Ukraine crisis and their potential ripple effects across global markets are examined.

How direct and indirect risks, sanctions, commodity prices, and investor sentiment may impact the world as Russia continues its drive is analyzed.

As market volatility escalates in response to Russia’s invasion, international equity value expert David Herro of Harris Associates shares his perspectives.

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.

Loomis, Sayles & Company’s Global Bond, Full Discretion, and Core Plus Bond teams provide insight on sanctions, default risks, and central bank moves.

Loomis, Sayles & Company's Senior Sovereign Analyst, Hassan Malik, CFA^®, considers the less obvious dependencies on Russia, including aluminum and titanium.

Potential impact on global markets, oil prices, inflation, and other risk factors of Putin’s moves are analyzed by our market and macroeconomic experts.

Mirova Portfolio Manager Amber Fairbanks discusses ESG-related innovation, opportunities, risk considerations, evolving regulations, and more.

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.

Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.

Fund selectors look past Covid to bigger risks in 2022.

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.

Risks of the growing, unpredictable technology sector and its infinite possibilities to meet environmental and social challenges are explored by Mirova analyst.

Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.

Growth, a strong US dollar, commodities, and sector rotations are explored by Vaughan Nelson CEO and Portfolio Manager in this 2022 outlook.

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

Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.

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.

Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.

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.

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.

Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.

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.

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.

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.