Insights

Alpha Engine Perspectives

March 4, 2021•3 min read

Valuation Reversal in Muni Market

Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]

Alpha Engine Perspectives

February 2, 2021•6 min read

Demystifying CLO Demand for Leveraged Loans

Collateralized loan obligations are the largest source of demand in the loan market. Cheryl Stober breaks down some key drivers[…]

Full Discretion

Alpha Engine Perspectives

January 27, 2021•5 min read

2021 Outlook: Three Questions for the Structured Finance Sector Team

The Structured Finance Sector Team discusses key themes in the securitized market in 2021.

Structured Finance

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