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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
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
Alpha Engine Perspectives
2020 Sector Outlook: The Macroeconomic Backdrop
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
OLD 2020 Sector Outlook: Emerging Market Equities
January 8, 2020•1 min read

2020 Sector Outlook: Bank Loans

We think 2020 may see increased interest in bank loans.

Full Discretion
Alpha Engine Perspectives
Will Global Assets Continue to Outperform? (Video)
December 24, 2019•1 min read

Will Global Assets Continue to Outperform? (Video)

While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]

Alpha Strategies
Alpha Engine Perspectives
Will Banks Beat the Stock Market? (Video)
December 24, 2019•1 min read

Will Banks Beat the Stock Market? (Video)

Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]

Global Equity Opportunities
Alpha Engine Perspectives
Could Negative Interest Rates Lead to the End of Cash?
December 24, 2019•3 min read

Could Negative Interest Rates Lead to the End of Cash?

Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when[…]

Global Equity Opportunities
Alpha Engine Perspectives
What Will the Fed’s Balance Sheet Changes Mean for Agency MBS?
December 24, 2019•2 min read

What Will the Fed’s Balance Sheet Changes Mean for Agency MBS?

The Federal Reserve’s balance sheet has been grabbing headlines recently, and with good reason: the Fed’s three massive bond buying[…]

Mortgage & Structured Finance
Alpha Engine Perspectives
The Financial Advisor in Your Pocket
December 24, 2019•4 min read

The Financial Advisor in Your Pocket

Banks aren’t what they used to be. For a start, there are fewer of them. Some have merged, others were[…]

Global Equity Opportunities
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