Interest Rates
Macro Insights: About That Recession…
Portfolio strategists analyze macro storylines in the third quarter including growth, inflation, the strength of the US consumer, and the outlook for rates.
Midyear Outlook: Eve of Disruption?
Portfolio strategists offer their take on investor misperceptions, inflation and the Fed’s pause, market tailwinds, and tactical allocation opportunities.
Why Everyone’s Talking About… Stagflation
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’.
Views from the Collective: What follows the bank failures?
While echoes of the collapse of Lehman Brothers in 2008 persist, recent banking turbulence has provided some pockets of opportunity.
Higher for How Much Longer?
Portfolio strategists offer their take on the changing macro narrative in the first quarter, the banking crisis, and prospects for a soft or hard landing.
March 22 Fed Meeting Recap
Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
Why Everyone's Talking About… Silicon Valley Bank
Is the collapse of Silicon Valley Bank a single, contained bank failure or an indicator of further instability across the banking system?
Why Everyone's Talking About… Bonds
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
Yield Opportunities Now in Fixed Income Markets
With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.
What’s Driving Bond Markets Today?
Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.
Why Everyone's Talking About… Recession
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
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.
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.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.