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Loomis Sayles’ Full Discretion Team Talks COVID-19, Policy, Credit and New Territory
Loomis Sayles’ Full Discretion Team discusses current conditions, upcoming challenges and potential portfolio positioning and solutions.
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.
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[…]
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.
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
Markets have sent a clear message in recent days: investors are afraid of the coronavirus. Read on for our assessment[…]
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[…]
Global GDP Themes and Forecasts (Infographic)
The coronavirus outbreak is likely to inflict economic pain on China and neighboring countries, but the impact should be largely[…]
The Brexit Beat – Phase One is Done
Nearly three and a half years after the Brexit referendum, the UK finally exited the EU. Now they will move[…]
First Quarter Investment Outlook
If the current expansion can stay on track, we anticipate another year of positive risk asset performance.
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[…]
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.
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[…]
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