Interest Rates
That Was a Doozy: The Fed's 75bp Rate Hike and Inflation
Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.
Stepping Up Resiliency of Fixed Income Portfolios
Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.
Municipal Bond Marketplace Outlook
Despite poor quarterly returns, attractive valuations and supportive credit fundamentals could mean potentially improving relative return prospects.
- May 4, 2022
An Inverted Yield Curve May Signal Recession, But Not Always
While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.
Fixed Income: Top Five Themes to Watch in 2022
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
Curb Appeal of Real Estate Markets in 2022
Covid-driven trends, yield appeal for income investors, and infrastructure ideas are explored by AEW Capital Management’s Director of Research, Mike Acton.
Common Misconceptions About Bank Loans and Why They Can Still Make Sense
An update on the bank loan market and why bank loans can provide insulation against potential interest rate increases.
- August 13, 2021
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.