Fixed income
Volatility and opportunity: What’s ahead for fixed income
Loomis, Sayles & Company’s Matt Eagan discusses the outlook for fixed income markets, credit dynamics and the US dollar.
Macro views
Ready for the next round of market volatility?
There is no shortage of catalysts for volatility as we enter the second half of 2025, says a Gateway volatility expert.
Macro views
Same old song and dance: Slower growth, inflation and tariffs
Macro experts Jack Janasiewicz and Brian Hess discuss the equity rebound, long-duration bond sell-off, tariffs, and Natixis model portfolio positioning.
Equities
Embracing and taking advantage of market uncertainty
Portfolio Manager Aziz Hamzaogullari explains why he takes an opportunistic approach to long-term investing.
Macro views
Navigating potential stagflation in uncertain markets
As stagflation concerns rise and diversification benefits wane, low-volatility strategies may help reduce portfolio risk.
Macro views
Tariff rollbacks and economic slowdown: What lies ahead?
Macro experts Jack Janasiewicz and Brian Hess discuss US-China trade deal, the labor market, and Natixis model portfolio positioning.
Fixed income
US policy shifts and bond investing implications
Why global trade, deficits, and other policies may lead to prolonged higher-for-longer rates and what it means for bonds.
Equities
The case for international equities: Is the thesis unfolding?
Harris I Oakmark Portfolio Managers David Herro and Justin Hance share their thoughts on international stock catalysts.
Macro views
Recession threat? How tariffs are shaping the economic outlook
Macro experts Jack Janasiewicz and Brian Hess discuss market volatility and defensive strategies amid tariff announcements.
Macro views
Tariffs: What may be the fallout from shifting trade policies?
Views from our active investment managers on tariff implications for fixed income, equities, volatility, and the economy.
Fixed income
Broadening the opportunity set in fixed income for volatile times
Amid tariff uncertainty, taking a flexible approach to pursue excess returns across fixed income sectors has advantages.
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