Insights

Alpha Engine Perspectives

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

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

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.

Global Emerging Markets Equity

Alpha Engine Perspectives

August 3, 2020•4 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

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

July 20, 2020•4 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

Market Commentary & Outlook

July 16, 2020•1 min read

Loomis Sayles’ Investment Outlook – July 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential for additional fiscal stimulus, we[…]

Macro Strategies

Market Commentary & Outlook

June 1, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession in decades. No region[…]

Macro Strategies

Alpha Engine Perspectives

May 7, 2020•5 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

May 5, 2020•5 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

Market Commentary & Outlook

April 7, 2020•3 min read

The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch

The Federal Reserve's new FIMA Repo Facility is intended to help support the smooth functioning of financial markets – but[…]

Macro Strategies

Market Commentary & Outlook

April 3, 2020•5 min read

The Federal Reserve Revives TALF

The Federal Reserve (Fed) has taken another step in its attempt to avert a financial crisis. It revived its Term[…]

Macro Strategies