Interest Rates
Trend Following: Signs of Inflation?
Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.
Market Outlook: Why Inflation Worries May Be Exaggerated
Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.
Fed Watch: Why Inflation Expectations Are Likely to Continue
PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.
2021 Outlook: Three Questions for Loomis Sayles Sector Teams
Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.
In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team
Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.
Credit Check: The Full Discretion Approach to Credit Selection
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
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.