Market Outlook
Have You Seen the Writing on the Wall of Worry: Outlook 2022
Growth catalysts, favorability of US equities, inflation’s path, and fixed income hurdles and highlights are explored by our investment experts.
Navigating Dynamic Markets with Tactical Flexibility
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.
- December 1, 2021
- Natixis Investment Institute
- Peter W. Palfrey - Richard G. Raczkowski
Credit Market Update: Appetite for Yield Continues
With the credit cycle in the expansion phase, Loomis, Sayles & Company’s Full Discretion Team is identifying opportunities in high yield and emerging markets.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.
Core Plus Bond Insight: Growth, Inflation and the Fed
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.
October Investment Outlook from Loomis, Sayles & Co.
With a global expansion underway, a Senior Macro Strategies Analyst shares insight on where they are identifying value, return potential and risk.
- October 22, 2021
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.
The Realities of Realizing Risk
AlphaSimplex Group’s Chief Research Strategist analyzes realized risk over recent crisis periods in global markets and considers future implications.
- September 30, 2021
- Kathryn M. Kaminski
7 Back-to-School Market Lessons For Investors
Big risks, macroeconomic factors, and fall happenings investors should consider through the end of 2021 are examined.
Real Estate Outlook: The Great American Re-opening?
How Covid-driven employment, work from home, and consumer habits are affecting real estate sectors is explored by AEW Research Director Mike Acton.
How Will Munis Fare in 2H 2021?
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.
Where’s the Value in This Phase of the Recovery?
International small and midsized companies may be offering the most attractive value today, explains Vaughan Nelson Investment Management’s Chris Wallis.
7 International Investing Insights from David Herro
Recovery, European financials, fintech, and China regulatory crackdown are among the topics covered by CIO-International Equities at Harris Associates.
Delta Variant Is Another Brick in Market’s Wall of Worry
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.
Natixis Strategist Midyear Outlook
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.
Semi-Transparent ETFs: First Year Check-Up
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.
Gen Z: Who Else?
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.
2021 Halftime Report: What’s Ahead for Markets
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
What Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
Roaring 20s or Economic Slowdown Ahead?
Sustainability of economic and market growth as the US and world reopen and big infrastructure plans are discussed by Vaughan Nelson’s Chris Wallis.
Three Questions for Short Duration Income ETF – LSST
Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.®
Trend Following: Signs of Inflation?
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
Value Investing and the “New Normal”: What’s Changed?
For PM Bill Nygren of Harris Associates, finding value in the post-pandemic world equates to a focus on trend acceleration worldwide.
Equity Insight: Identifying Value in International Small Caps
Three portfolio managers from Vaughan Nelson Investment Management explain why and where international small caps are offering more opportunities today.
The Texas Power Market: Post-Crisis Q&A
Loomis Sayles credit research analysts believe that while Texas may have thawed out after its winter storm crisis, the repercussions are far from over.
Yield Curve Control: An Experiment in Real Time
Loomis Sayles fixed income specialists on how yield curve control (YCC) policies compare to quantitative easing (QE) – and what it could mean for investors.
Post-crisis International Value Investing: A World of Opportunity
Portfolio Manager and Chief Investment Officer David Herro, CFA® of Harris Associates provides his take on the post-pandemic investment landscape.
Inflation, Interest Rates and the Fixed Income Landscape
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
Fed Watch: Why Inflation Expectations Are Likely to Continue
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
The Texas Energy Crisis and Fixed Income: Measuring Risk and Opportunity
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.
2021 Fund Selector Outlook
Get insight into key trends that are shaping a more optimistic outlook for the year ahead.
The Big Allocation Move for Institutions in 2021: No Move at All
Institutional investors are coming to grips with a key risk, amplified by 2020’s pandemic economy: negative interest rates.
It’s All Fun and GameStop, Until Someone Loses an Eye
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.
10 Factors to Shape the Recovery with Nouriel Roubini
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.
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.
2021 ETF Outlook: 3 Emerging Trends
Gauging the potential market effects of the post-pandemic economy on the exchange-traded funds universe.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
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.
Split Down the Middle
Following the quickest selloff and rebound in history, the Natixis Strategist Outlook offers diverging views to the question: What comes next?
The Age of Anxiety: Professional Fund Buyers Seek Alpha, Diversification – and Defense
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.
Data Privacy Regulation in the US
The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.
2020 Institutional Outlook
The latest Global Survey of Institutional Investors reveals ten market trends institutions are watching in 2020.
Concerns and Expectations of Professional Fund Buyers for 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.
Natixis Investment Managers Summit Highlights
Experience world leaders and innovators exchanging fresh ideas at the inaugural Natixis Investment Managers Summit.
Top Concerns for Professional Fund Buyers in 2018
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
Risk on the Horizon: Institutional Investor Outlook for 2018
After a decade of low interest rates, low volatility, and high investment returns, are professional investors prepared for what’s ahead in 2018?
Riding the Aftershock: Wholesale Portfolio Manager Survey
How wholesale portfolio managers are finding opportunity amidst geopolitical instability, market volatility, and low interest rates.