End of an Era? Looking at Where Bonds May Go From Here

End of the Bull Market for Bonds? Exploring the potential bond portfolio implications of higher interest rates in an aging bull market. So Good for So Long Do investors realize how good they’ve had it over the last 8+ years? On the obvious side, the length and strength of the equity bull market has been…

Institutional Investor Return Expectations Could Be Overinflated

DAVID W. ROLLEY, CFA® Vice President and Portfolio Manager Loomis, Sayles & Company There is a striking disconnect between concerns about current asset valuations and a very complacent view of future returns among institutional investors surveyed by Natixis. A changing rate environment Institutions generally regarded interest rates and bond yields as “low”. This is not…

Midyear Outlook: Interpreting Today’s Markets and What May Lie Ahead

DAVID LAFFERTY, CFA® Senior Vice President and Chief Market Strategist Natixis Investment Managers — U.S. Distribution As we move into the second half of 2017, there may be a sneaking suspicion among investors that something is askew. While the market news flow is heavy, the markets themselves are eerily quiet. Realized and implied volatilities across…

What’s Ahead for Stocks and Bonds in Second Half of 2017?

What markets have room to grow? When might volatility reappear? How do bonds look relative to equities for the next six months? Where are the opportunities? Varying views on global markets are expressed by investment professionals from across Natixis Investment Managers in this midyear outlook. OUR PANEL RESPONSES DAVID G. HERRO CFA® Deputy Chairman, Portfolio…