Markets
An extended runway for economic growth now that inflation has been tamed and asset classes that may benefit are covered in Loomis Sayles’ outlook.
Risk and opportunities in today’s high yield bond market are assessed by Loomis Sayles’ Full Discretion Head Matt Eagan.
Portfolio manager Jack Janasiewicz and investment strategist Brian Hess discuss inflation, rates, growth, and positioning in the Natixis model portfolios.
US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.
Away-from-zero rates and double-digit volatility have meaningfully enhanced options-based strategies such as those managed by Gateway since 1977.
Yield, dispersion, and fear of missing out in investment grade bonds is highlighted by Loomis Sayles’ Brian Kennedy.
Political pundits discuss the 2024 election, voter fatigue, and critical issues that need to be addressed.
Macro discussion of topics including US growth and the consumer, international markets, inflation, the Federal Reserve, and equity market themes.
Historical analysis shows how the equity Quality factor has outperformed Minimum Volatility and High Dividend factors since 1995.
Natixis experts sum up ETF benefits and attributes from best execution, tax efficiency, and liquidity to the creation/redemption process and more.
Portfolio manager and strategist Jack Janasiewicz discusses inflation anomalies, February market highs, AI, and comparisons with the dot-com bubble.
Which fixed income category is poised to outperform in 2024? Analysis is offered in this March madness bond bracketology.
AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
As the yield difference across fixed income securities narrows, actively managed bond funds may offer advantages for bearish – and bullish – investors.
International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.
When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?
Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.
Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
The latest economic data prints are paving the way for interest rate cuts in 2024 according to portfolio manager and strategist Jack Janasiewicz.
Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.
Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.
Who’s buying? Who’s selling? What about the deficit? Portfolio Manager Jack Janasiewicz discusses the dynamics and mechanics roiling the US Treasury market.
View fixed income through a value investing lens and overlook short-term concerns to uncover opportunity.
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.
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.
Higher interest rates have changed supply, demand and spread dynamics for investment grade corporate bonds, particularly for longer duration issues.
The behind-the-scenes workings of the primary market explain some unique advantages that ETFs can provide for investors.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.
Three scenarios for where the yield curve may be at year-end 2024 and the advantages of adding duration to fixed income portfolios today is analyzed.
Loomis Sayles’ Dawn Mangerson explains significant Fed action, reduced supply, and strong demand leading to the first-ever municipal yield curve inversion.
Advantages of adding duration to fixed income portfolios in today’s interest rate environment are explained by Loomis Sayles’ Core Plus Bond Co-Manager.
Trading ETFs can be different from buying and selling individual securities – here are three important tips to consider for ETF trading.
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.
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.
Framework shows how investors can adjust their bond holdings to align with their outlook for inflation, growth and recession scenarios.
Yield, duration, and diversification insight are shared by fixed income experts. Advisors’ sentiment from a recent pulse survey is also highlighted.
Analysis of key inflation components including transportation, housing and health insurance shows areas where prices may be heading lower in the year ahead.
From a pure passive to fully active approach, investors may evaluate their ETF choices on various factors. Our ETF experts offer a quick primer.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
While the market narrative points to excess consumer savings, survey data indicate a decline in US consumers’ economic well-being over the past year.
As year-over-year inflation shows signs of peaking, investors may want to revisit portfolio allocations.
NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
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.
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