Insights

Alpha Engine Perspectives

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

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[…]

Municipals

Alpha Engine Perspectives

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

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

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

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

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

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

Alpha Engine Perspectives

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[…]

Municipals

Alpha Engine Perspectives

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

Alpha Engine Perspectives

January 17, 2020•1 min read

2020 Sector Outlook: Emerging Market Equities

We are bullish on emerging market equities given valuations, continued low interest rates and cyclical and structural growth in many[…]

Alpha Engine Perspectives

January 8, 2020•1 min read

2020 Sector Outlook: Bank Loans

We think 2020 may see increased interest in bank loans.

Full Discretion