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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
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 20, 2020•5 min read

Global Fixed Income: Three Questions on What’s Changed Since the March Madness

In March, the Loomis Sayles Global Fixed Income Team anticipated the economy could experience sluggish growth in the third quarter[…]

Global Fixed Income
Alpha Engine Perspectives
The Surprising Leverage Profile of EM Corporates
May 29, 2020•1 min read

The Surprising Leverage Profile of EM Corporates

It may surprise some investors to learn that the leverage profile of emerging market corporations appears to be in better[…]
Alpha Engine Perspectives
How to Invest With a LASER Focus (Video)
May 19, 2020•1 min read

How to Invest With a LASER Focus (Video)

To make the best decisions, investors need a clear view of the road ahead. Watch to see how LASER can[…]

Alpha Strategies
Alpha Engine Perspectives
High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response
May 12, 2020•3 min read

High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response

How news volume and sentiment surrounding “food” and “groceries” can give us insight into when populations truly began to follow[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 8, 2020•6 min read

Bright Spots Among the Risks: Emerging Market Equities

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and market activity for weeks. Emerging[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 7, 2020•6 min read

The Fed Creates the Municipal Lending Facility

The MLF can provide municipal governments with access to credit, helping to keep them operating during a liquidity crisis.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 5, 2020•6 min read

Bifurcation & Opportunity: Current Take on Credit Markets

Credit markets are bifurcated, and there’s a major yield difference between the perceived winners and losers. This trend is creating[…]

Full Discretion
Alpha Engine Perspectives
When the Unexpected Happens: Negative Oil Prices and Financial Models
May 1, 2020•4 min read

When the Unexpected Happens: Negative Oil Prices and Financial Models

WTI crude oil prices fell below zero for the first time on April 20, 2020. Here's what it could mean[…]

Alpha Strategies
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