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Bond market review and outlook – Q3 2016

Loomis Sayles’ Macro Analyst, Craig Burelle, discusses the key takeaways for bond markets during Q3 2016 and looks at the outlook for global growth and inflation.

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Testing the Foundation

The global economy isn’t headed into recession, at least not yet. This month, David Lafferty, Chief Market Strategist at Natixis Global Asset Management, examines current capital market and portfolio risks for signs of recession. Click Here for Capital Market Notes

FCA consults on redress for borrowers in mortgage arrears

The FCA is working on a system of redress after it found lenders and mortgage firms have automatically included customers’ arrears balances as part of their mortgage payments. The regulator is consulting on guidance on how to treat borrowers who may have been affected when lenders and administrators automatically include arrears balances when they recalculate […]

Large-cap growth alpha thesis: seeking risk-adjusted excess returns

Content supplied by Loomis, Sayles & Company — an affiliate of Natixis Global Asset Management For mutual fund investors and managers of large pensions or endowments, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision […]

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