Interest Rates
No Cuts? No Problem.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
3 Questions for Your Cash Management and Short-Term Investment Allocations
Explore 3 questions to ask regarding short duration bond strategies and learn how this approach could benefit investors in the current market landscape.
Macro Outlook: Catalysts, Confidence & Cuts
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Bubble Trouble?
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Herding Hawks at the Fed
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
Plan Ahead for Tighter Spreads
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
Macro Outlook: Turn the Page
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Why We’re (Still) Underweight Securitized Assets
Portfolio consultant compares investments in securitized assets with those in corporate and Treasury securities.
Portfolio Construction – What Role Should Fixed Income Play?
Liquidity? Diversification? Income? Portfolio consultants discuss a goals-based approach to align the fixed income allocation with investor objectives.
Value Investing Amid a Turbulent Fixed Income Climate
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
Fixed Income Yields and Drivers
Portfolio consultants discuss inflation, interest rates and current bond yields, with a focus on the drivers that could push yields lower or higher.
Corporate Bond Shortage on the Horizon?
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
Psst… Check Out Small Cap Stocks
Valuations, positive momentum, technical support and a likely soft landing are converging to favor small company stocks over the next few months.
Credit Where It’s Due
Robust US growth, strong corporate balance sheets and persistent consumer spending have helped high yield securities and bank loans outperform this year.
Longer Duration Driving Opportunity in Muni Bonds
Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.
Time to Extend Duration with High-Quality Fixed Income
Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.
Time to Cash into Stocks?
If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.
Returns on Cash May Be Lower Than You Think
While many investors are satisfied with current returns on money market funds and other short-term investments, this may not be the best strategy right now.
Bank Loan Investors: Look Beyond Rising Rates and Debt Costs
Loomis, Sayles & Company’s Cheryl Stober suggests digging deeper when evaluating the vulnerability of companies with loan-only capital structures.
5 Viewpoints for Fixed Income Investing in Late Credit Cycle
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.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
Is This a Good Time to Consider Corporate Bonds?
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.