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Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 5, 2023•2 min read

Bank Loans Outlook: Don’t Miss Out on the Opportunity

Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.

Full Discretion
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 4, 2023•4 min read

Municipal Outlook: Fresh Opportunities After the Pressures of 2022

Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
Alpha Engine Perspectives
The Municipal Market Looks Darkest Before the Dawn
October 20, 2022•3 min read

The Municipal Market Looks Darkest Before the Dawn

While we are not forecasting an imminent reversal in the municipal market, we believe the bulk of this interest rate[…]
Alpha Engine Perspectives
Lottie Testing - For Review
September 26, 2022•3 min read

Quantitative Easing’s Positive Legacy for US Mortgage Holders

Loomis Sayles' Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.

Structured Finance
Alpha Engine Perspectives
Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine
August 29, 2022•3 min read

Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine

Though the war in Ukraine has faded from the headlines in recent weeks, we still believe it is an area[…]

Full Discretion
Alpha Engine Perspectives
Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds
August 25, 2022•3 min read

Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds

You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM[…]
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
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
August 2, 2022•2 min read

Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market

Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]

Full Discretion
Alpha Engine Perspectives
Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads
July 22, 2022•2 min read

Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads

The current spread differential between European and US corporate spreads have us considering a shift in our thinking.

Global Fixed Income
Alpha Engine Perspectives
Reading the Housing Sector: The Good
July 18, 2022•4 min read

Reading the Housing Sector: The Good, the Bad and the Surprising

We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Alpha Engine Perspectives
Taking the Consumer’s Temperature
June 30, 2022•3 min read

Taking the Consumer’s Temperature

With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.

Structured Finance
Alpha Engine Perspectives
Chart of the Week: Is the US Dollar Poised to Enter a Bear Market?
June 16, 2022•2 min read

Chart of the Week: Is the US Dollar Poised to Enter a Bear Market?

US dollar cycles last an average of six to nine years, and we are approaching the tenth year of this[…]

Alpha Strategies
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