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Alpha Engine Perspectives
High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response
May 12, 2020•3 min read

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[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 8, 2020•6 min read

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[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 7, 2020•5 min read

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.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 5, 2020•5 min read

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[…]

Full Discretion
Alpha Engine Perspectives
When the Unexpected Happens: Negative Oil Prices and Financial Models
May 1, 2020•3 min read

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[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 22, 2020•3 min read

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.[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 2, 2020•3 min read

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.[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 30, 2020•3 min read

Fed to the Rescue: Providing Liquidity to the Corporate Bond Market

To help support investment-grade corporate bond market liquidity, the Federal Reserve introduced two facilities March 23: the Primary Market Corporate[…]

Full Discretion
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 19, 2020•4 min read

Municipal Fixed Income Update

The municipal fixed income market, like most other asset classes, is experiencing unprecedented volatility. Large mutual fund outflows are adding[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 19, 2020•9 min read

COVID-19 and the Loan Market

John Bell, Bank Loans Portfolio Manager, explains why he thinks the current price action in the loan market may be[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 17, 2020•5 min read

Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle

On Thursday, March 12, Rick Raczkowski, co-lead portfolio manager of Core Plus Fixed Income participated in a conference call with[…]

Relative Return
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 16, 2020•5 min read

Loomis Sayles’ Full Discretion Team Talks COVID-19, Policy, Credit and New Territory

Loomis Sayles’ Full Discretion Team discusses current conditions, upcoming challenges and potential portfolio positioning and solutions.

Full Discretion
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