10 Potential Market Risks and Questions for 2021

Global Market Strategist Esty Dwek outlines her Top 10 potential risks – and questions to consider – for the year ahead.

Loomis Sayles Investment Outlook

Loomis, Sayles & Co.’s Senior Macro Strategies Analyst Craig Burelle presents his 2021 investment outlook.

  • January 11, 2021
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.

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Year-End Update: Analyzing Recent Headlines

Portfolio Manager Jack Janasiewicz on post-US election market dynamics, including Covid-19 vaccine implications and near-term risks and opportunities.

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How Are Institutional Investors Viewing the Covid-19 Recovery?

Natixis macro specialists discuss results of the 2021 Natixis Global Survey of Institutional Investors and break down potential risks and opportunities in the new year.

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.

View from Washington: The Transition from Trump to Biden

A look at the White House changeover, the importance of the Georgia runoff elections, and what’s in store for policy and politics in 2021.

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Beyond Covid: Better Times Ahead

Global Market Strategist Esty Dwek discusses prospects for growth, returning to normal, and the risks ahead in the new year.

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.

  • December 10, 2020
Crisis or Correction? – A Quant's View of the Coronavirus

What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.

Emerging Markets: The Benchmark Is the Risk

Measuring the merits of emerging market equities by an index may be quite limiting. Global growth equity managers at WCM Investment Management explain why.

  • November 20, 2020
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.

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.

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Emotion and the 2020 Election

Systematic trading strategies can’t predict election outcomes, but short-term market trends can offer insights and opportunities for investment.

Will the 2020 Presidential Election Results Be Litigated?

A contested election could lead to market volatility, but it may not be a foregone conclusion.

Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

October 2020: Loomis Sayles Investment Outlook

Economic activity rebounded over the third quarter, pushing the global economy out of the downturn phase of the credit cycle.

  • October 14, 2020
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Rising to the Challenges of Retirement

Economics of COVID-19, climate change, income inequality, and other risks weighing on retirement systems are explored by retirement and global market specialists.

October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

ESG Investing Gains Ground during Covid-19 Times

Why ESG-related investments attracted inflows during the coronavirus crisis is discussed in this interview with Jens Peers, CEO & CIO of Mirova US.

Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

Fall Season: How Concerned Should Investors Be About Volatility?

PM Jack Janasiewicz looks at how election years typically bring market volatility – but current economic fundamentals remain encouraging.

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?

Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

September Outlook: Data Continues to Point to a Measured Recovery

While continuing public health challenges are tempering momentum, monetary and fiscal stimulus is helping maintain resilience.

Year-End Outlook: Tracking the Post-COVID-19 Economy

As the slow economic recovery continues, a look at regional case surges, recent record market highs, election season, and the path forward.

Rising to the Times: Financial Professionals Must Adapt to Achieve Optimistic Growth Goals

Dave Goodsell dissects findings from the Global Survey of Financial Professionals for Wealth Management’s 2020 Midyear Review and Outlook edition.

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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

July Market Outlook: Slowly Reopening, with an Eye Toward Risks

Headline risks remain, while a slow return to normal remains under way. Expectations for a return to pre-COVID levels of activity should remain measured.

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The Road from Here: Global Market Perspectives with Bloomberg’s John Authers

Rally, risks, pandemic patterns, and emerging markets’ attractive valuations are part of this lively conversation with Bloomberg’s John Authers.

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

June Outlook: New Market Dynamics and the Post-COVID-19 Recovery

Global Market Strategist Esty Dwek considers the pace of the economic recovery and potential near-term market conditions.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

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Resiliency & Risks in Global Financial Systems

COVID recession consequences, fiscal & monetary action, and capital market implications are covered by Peter Fisher of Dartmouth’s Tuck School of Business.

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.

  • June 1, 2020
Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

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.

  • May 12, 2020
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.

  • May 12, 2020
Election 2020: Coronavirus and the Politics of Federal Aid

US government aid has been crucial for markets during the COVID-19 pandemic, but election season is likely to complicate continued funding efforts.

What Does it Take to Deliver Superior Risk-Adjusted Returns?

In seeking to achieve superior risk-adjusted excess returns, Loomis Sayles believes an Alpha Thesis is essential.

COVID-19 Markets: A Look at Housing and Mortgages

The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.

  • May 5, 2020
Are Markets Underestimating Recovery Challenges?

While fiscal and monetary responses to the COVID-19 economic crisis have given markets reasons for optimism, risks and challenges remain.

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Crisis & Recovery: What Economic and Epidemic Models Are Telling Us

Nobel Prize-winning economist Robert Shiller discusses narrative economics, regional CAPE Ratio valuations, and areas of growth emerging from the crisis.

Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

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.

  • April 22, 2020
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

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.

  • April 20, 2020
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.

  • April 17, 2020
Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Three Questions on Credit: Lodging and Leisure

A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.

  • April 16, 2020
Coronavirus and Inflation: Pricing the Pandemic

COVID-19 supply and demand shocks are being met with historic monetary and fiscal measures – should businesses and investors be concerned about inflation?

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.

  • April 15, 2020
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Pursuing Opportunities Across Global Markets Amidst a Crisis

Macro backdrop in light of COVID-19, taking advantage of dislocations in EM debt markets, and new opportunities in FinTech are examined by PMs on Loomis Sayles Global Allocation Team.

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.

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.

  • April 2, 2020
Into the Unknown: Gauging the Depth of the COVID-19 Recession

A look at whether investors can expect a short or prolonged market downturn as a result of the COVID-19 pandemic.

Fed Acts Fast and Furious Again: Rescue Liquidity for Corporate Sector

Corporate bond market implications of Fed’s latest action is analyzed by Loomis, Sayles & Company’s Chief Economist and Multisector PM.

Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

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.