Insights

Alpha Engine Perspectives

January 22, 2021•5 min read

2021 Outlook: Three Questions for the Municipal Sector Team

The Loomis Sayles Municipal Sector Team discusses key themes that may impact the municipal market in 2021.

Alpha Engine Perspectives

January 13, 2021•4 min read

2021 Outlook: Three Questions on Bank Loans

John Bell shares his thoughts on yields, defaults and the role of CLOs in the loan market in 2021.

Full Discretion

Alpha Engine Perspectives

January 11, 2021•6 min read

2021 Outlook: Three Questions on Emerging Market Equities

Ashish Chugh discusses his outlook on EM equities in 2021.

Alpha Engine Perspectives

December 23, 2020•4 min read

Can The US Consumer Stay Healthy This Winter?

A K-shaped recovery is an uneven one in which some industries and some groups get left behind. That is what[…]

Structured Finance

Alpha Engine Perspectives

December 18, 2020•5 min read

Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election

Systematic Investing Strategies Portfolio Manager Harish Sundaresh and Product Manager Roger Ackerman take a look in the rearview mirror at[…]

Alpha Strategies

Alpha Engine Perspectives

November 13, 2020•4 min read

Why Banks Need to Do Better Disclosing Climate Change Risks

Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]

Global Equity Opportunities

Alpha Engine Perspectives

November 9, 2020•4 min read

Why Municipal Market Demand Remains Robust Despite Rising Defaults

Municipal bond defaults have been rising, but investor demand remains robust. This incongruence may suggest the municipal market is behaving[…]

Alpha Engine Perspectives

November 4, 2020•5 min read

What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views

What could a Biden victory mean for investors? Read our latest blog post from the Loomis Sayles Global Fixed Income[…]

Global Fixed Income

Alpha Engine Perspectives

November 3, 2020•5 min read

2020 Vision: Focusing on Risk Mitigation

Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding[…]

Alpha Strategies

Alpha Engine Perspectives

October 20, 2020•6 min read

Loomis Sayles’ Global Fixed Income Team on COVID-19, Monetary and Fiscal Actions, Credit Markets and Future Tailwinds

On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the current market environment,[…]

Global Fixed Income

Alpha Engine Perspectives

September 22, 2020•1 min read

EM Debt Defaults Reveal Distinctions Within the Asset Class

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news[…]

Alpha Engine Perspectives

August 12, 2020•4 min read

Core Plus: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Core Plus Fixed Income Team shares their thoughts on the potential for downgrades in the BBB debt[…]

Relative Return