Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
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.[…]
The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch
The Federal Reserve's new FIMA Repo Facility is intended to help support the smooth functioning of financial markets – but[…]
The Federal Reserve Revives TALF
The Federal Reserve (Fed) has taken another step in its attempt to avert a financial crisis. It revived its Term[…]
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.[…]
Loomis Sayles’ Investment Outlook – April 2020
Risk assets have already discounted much of the negative news to come and we believe many asset classes can offer[…]
ECB Bazooka: A Look at its Rescue Programs
Like everywhere else, Europe needs liquidity. And the European Central Bank is delivering that in abundance. It appears to stand[…]
Jae Park and Michael Giles on the COVID-19 Crisis, Credit Cycle and Investing with Conviction
It’s been said before, but the truth appears to be this crisis is very different than others we’ve experienced. It's[…]
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[…]
Oil: A Price War with No Likely Winners
Oil’s back below $30 and suddenly it feels like 2016 all over again. Only it’s not. Saudi Arabia’s 2015-2016 production[…]
Municipal Fixed Income Update
The municipal fixed income market, like most other asset classes, is experiencing unprecedented volatility. Large mutual fund outflows are adding[…]
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[…]
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[…]
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.