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Alpha Engine Perspectives
The New Drivers Behind EM Equity’s Remarkable Rebound
June 24, 2021•4 min read

The New Drivers Behind EM Equity’s Remarkable Rebound

EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
Market Commentary & Outlook
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
June 9, 2021•2 min read

Chart of the Week: Global Manufacturing Has Reached Historically High Levels

In May, global PMI reached its highest level since 2010, led by developed markets. Could developed market manufacturing run out[…]
Alpha Engine Perspectives
The Municipal Market May Be on the Brink of a Dramatic Shift
May 24, 2021•5 min read

The Municipal Market May Be on the Brink of a Dramatic Shift

Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
May 18, 2021•1 min read

Global GDP Themes and Forecasts (Infographic)

Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Market Commentary & Outlook
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
May 5, 2021•3 min read

Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
Alpha Engine Perspectives
Post-COVID Trials and Trends in Consumer ABS
April 30, 2021•4 min read

Post-COVID Trials and Trends in Consumer ABS

The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Structured[…]

Structured Finance
Market Commentary & Outlook
Chart of the Week: Commodity Prices Pop as Demand Takes Off
April 28, 2021•1 min read

Chart of the Week: Commodity Prices Pop as Demand Takes Off

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Market Commentary & Outlook
Even Central Banks Experiment
April 21, 2021•2 min read

Even Central Banks Experiment

We have witnessed central banks implement, reduce and exit quantitative easing programs to influence interest rates. Yield curve control is[…]
Market Commentary & Outlook
Loomis Sayles' Investment Outlook – April 2021
April 12, 2021•1 min read

Loomis Sayles’ Investment Outlook – April 2021

We expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion.
Market Commentary & Outlook
After 2020’s Record Bond Issuance
April 1, 2021•4 min read

After 2020’s Record Bond Issuance, What Will 2021 Look Like?

New bond issuance exploded to record highs in 2020. What will 2021 supply look like?
Alpha Engine Perspectives
What’s Behind the Recent Rise in Real Yields?
March 8, 2021•5 min read

What’s Behind the Recent Rise in Real Yields?

Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]

Relative Return
Alpha Engine Perspectives
Valuation Reversal in Muni Market
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[…]
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