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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
When the Unexpected Happens: Negative Oil Prices and Financial Models
May 1, 2020•3 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
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 22, 2020•3 min read

High-Frequency Data & COVID-19: Investing for the Next Phase of the Cycle

Investors and financial markets are forward-looking. They are constantly trying to anticipate the future and how to position for it.[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 2, 2020•3 min read

Senior Loans’ Potential Recovery Opportunity

Loans are senior and secured, so they are generally at the head of the queue if there is a default.[…]

Full Discretion
Research Insights
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 23, 2020•2 min read

Oil: A Price War with No Likely Winners

Oil’s back below $30 and suddenly it feels like 2016 all over again. Only it’s not. Saudi Arabia’s 2015-2016 production[…]

Credit Research
Research Insights
Wuhan Coronavirus: Key Variables to Watch
March 13, 2020•3 min read

Wuhan Coronavirus: Key Variables to Watch

There are still many unknowns, but there are some indications that the outbreak may not be as severe as our[…]
Research Insights
US Fed Ends Quantitative Easing: 5 Insights from the FOMC Statement
December 24, 2019•1 min read

How Additive Manufacturing Could Alter the Future of American Industry (Video)

Watch Anthony Forcione discuss an extraordinary technology – additive manufacturing, or what’s more commonly referred to as 3D printing.
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
Research Insights
What’s Driving the Future of the Auto Industry?
December 24, 2019•4 min read

What’s Driving the Future of the Auto Industry?

The global auto industry completed a successful year in 2016, driven by solid sales performance in the US, China and[…]

Credit Research
Research Insights
Top Ten Drivers of the US Dollar
December 24, 2019•1 min read

Top Ten Drivers of the US Dollar

I believe US dollar strength is likely to persist, largely driven by global growth, monetary policy and trade developments. However,[…]
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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