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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
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 16, 2020•4 min read

Can the Fed Fix the Treasury Market?

When the world’s biggest debt market starts having major liquidity issues, investor panic rises to a whole new level.

Alpha Strategies
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 15, 2020•5 min read

Big-Picture Insights from the Loomis Sayles Alpha Strategies Team

The Loomis Sayles Alpha Strategies team shares some insights as markets grapple with three issues: the impact of COVID-19, an[…]

Alpha Strategies
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 13, 2020•5 min read

Quick Takes on the Market and Economic Impact of the Coronavirus

Loomis Sayles experts share quick takes on the market and economic impact of COVID-19.

Applied IQ
Market Commentary & Outlook
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 13, 2020•6 min read

The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact

Markets have sent a clear message in recent days: investors are afraid of the coronavirus. Read on for our assessment[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
February 26, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

The coronavirus outbreak is likely to inflict economic pain on China and neighboring countries, but the impact should be largely[…]
Market Commentary & Outlook
The Brexit Beat - Boris vs. Parliament: From Optimism to More Uncertainty
February 3, 2020•3 min read

The Brexit Beat – Phase One is Done

Nearly three and a half years after the Brexit referendum, the UK finally exited the EU. Now they will move[…]
Market Commentary & Outlook
First Quarter Investment Outlook
January 24, 2020•1 min read

First Quarter Investment Outlook

If the current expansion can stay on track, we anticipate another year of positive risk asset performance.
Alpha Engine Perspectives
2020 Sector Outlook: The Macroeconomic Backdrop
January 23, 2020•1 min read

2020 Sector Outlook: US Municipals

We expect municipal returns will be less than they were last year. However, we believe relatively constrained tax-exempt issuance and[…]
Alpha Engine Perspectives
2020 Sector Outlook: The Macroeconomic Backdrop
January 21, 2020•1 min read

2020 Sector Outlook: Mortgage and Structured Finance

We believe that securitized sectors have the potential to generate attractive risk-adjusted returns in 2020, with potentially lower volatility.

Mortgage & Structured Finance
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