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Alpha Engine Perspectives
Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election
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
Why Banks Need to Do Better Disclosing Climate Change Risks
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
Why Municipal Market Demand Remains Robust Despite Rising Defaults
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
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
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
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
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
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
October 20, 2020•6 min read

Loomis Sayles’ Global Fixed Income Team on COVID-19, Monetary and Fiscal Actions, Credit Markets and Future Tailwinds

On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the current market environment,[…]

Global Fixed Income
Alpha Engine Perspectives
EM Debt Defaults Reveal Distinctions Within the Asset Class
September 22, 2020•1 min read

EM Debt Defaults Reveal Distinctions Within the Asset Class

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 12, 2020•4 min read

Core Plus: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Core Plus Fixed Income Team shares their thoughts on the potential for downgrades in the BBB debt[…]

Relative Return
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 6, 2020•3 min read

Full Discretion: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Full Discretion team answers questions on the recovery, government stimulus and how they're investing in this uncertain[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 4, 2020•4 min read

Emerging Market Equities: Three Questions on What’s Changed Since the March Madness

Portfolio Manager Ashish Chugh answers three questions about emerging market equities and what's changed since the market tumult in March.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 3, 2020•5 min read

Alpha Strategies: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Alpha Strategies Team answers three questions on corporate health, regime models and opportunities in emerging markets.

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 21, 2020•4 min read

Bank Loans: Three Questions on What’s Changed Since the March Madness

In March, we saw three different roads back to par, with market recovery in 6-12 months the most likely. How[…]

Full Discretion
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