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Alpha Engine Perspectives
February 10, 2026•13 min read

Fixed Income Unscripted: Real Talk on Market Narratives & Dynamics

Loomis Sayles investment professionals share their candid thoughts on the forces driving the cycle, the implications for credit and the[…]
Alpha Engine Perspectives
September 4, 2025•22 min read

Straight Talk for Strange Times: Fixed Income Experts Weigh In

Loomis Sayles experts share candid insights on some of the biggest questions facing fixed income markets today. Discover their perspectives[…]
Alpha Engine Perspectives
October 31, 2023•3 min read

Three Questions on Inflation with Michael Gladchun

Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]

Relative Return
Alpha Engine Perspectives
Surprises from the First Half of 2022: Value Reemerging in TIPS
August 4, 2022•2 min read

Surprises from the First Half of 2022: Value Reemerging in TIPS

Concerns regarding inflation are almost everywhere you look—unless you happen to be looking at the Treasury bond market.

Relative Return
Alpha Engine Perspectives
Secured Funding Markets: Fed Acts but No Quick Fix
May 12, 2022•4 min read

Secured Funding Markets: Fed Acts but No Quick Fix

It became abruptly apparent in September, when overnight repo rates surged to near 10%, that liquidity in the banking system[…]

Relative Return
Research Insights
QT: Not the Bond Bear Story Many Seem to Fear
May 12, 2022•2 min read

QT: Not the Bond Bear Story Many Seem to Fear

If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative tightening (QT) have an equal and opposite effect? I[…]
Alpha Engine Perspectives
What the Yield Curve Is Saying About Monetary Policy
May 12, 2022•3 min read

What the Yield Curve Is Saying About Monetary Policy

Is a regime shift in monetary policy imminent? One might think so looking at the yield-curve flattening trend—the 5-year and[…]

Relative Return
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 12, 2022•4 min read

Treasury Liquidity on the Rebound

It’s amazing what you can achieve with a budget of $75 billion per day. Since mid-March, the Federal Reserve has[…]

Relative Return
Alpha Engine Perspectives
The Yield Curve as a Recession Signal: Take It Seriously
April 12, 2022•3 min read

The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally

Though we are wary of suggesting that “it’s different this time,” we see reasons to believe the most recent yield[…]

Relative Return
Alpha Engine Perspectives
Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
October 29, 2021•5 min read

Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle

Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]

Relative Return