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Alpha Strategies: Three Questions on What’s Changed Since the March Madness
The Loomis Sayles Alpha Strategies Team answers three questions on corporate health, regime models and opportunities in emerging markets.
Bank Loans: Three Questions on What’s Changed Since the March Madness
In March, we saw three different roads back to par, with market recovery in 6-12 months the most likely. How[…]
Global Fixed Income: Three Questions on What’s Changed Since the March Madness
In March, the Loomis Sayles Global Fixed Income Team anticipated the economy could experience sluggish growth in the third quarter[…]
The Surprising Leverage Profile of EM Corporates
It may surprise some investors to learn that the leverage profile of emerging market corporations appears to be in better[…]
How to Invest With a LASER Focus (Video)
To make the best decisions, investors need a clear view of the road ahead. Watch to see how LASER can[…]
High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response
How news volume and sentiment surrounding “food” and “groceries” can give us insight into when populations truly began to follow[…]
Bright Spots Among the Risks: Emerging Market Equities
COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and market activity for weeks. Emerging[…]
The Fed Creates the Municipal Lending Facility
The MLF can provide municipal governments with access to credit, helping to keep them operating during a liquidity crisis.
Bifurcation & Opportunity: Current Take on Credit Markets
Credit markets are bifurcated, and there’s a major yield difference between the perceived winners and losers. This trend is creating[…]
When the Unexpected Happens: Negative Oil Prices and Financial Models
WTI crude oil prices fell below zero for the first time on April 20, 2020. Here's what it could mean[…]
High-Frequency Data & COVID-19: Investing for the Next Phase of the Cycle
Investors and financial markets are forward-looking. They are constantly trying to anticipate the future and how to position for it.[…]
Senior Loans’ Potential Recovery Opportunity
Loans are senior and secured, so they are generally at the head of the queue if there is a default.[…]
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