Loomis Sayles PM Matt Eagan discusses the low yield environment currently challenging fixed income markets, and the benefits of an active approach.
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
Issuance, infrastructure, and attractiveness of municipal bonds in this phase of the recovery are examined by a member of Loomis, Sayles & Company’s Municipal Bond Team.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
How today’s ever-evolving credit cycles and complex global markets demand flexibility and why Loomis Sayles’ Core Plus Bond Team takes a tactical approach.
Credit fundamentals, infrastructure plans, and increased issuances are favorable for the municipal bond market, says Loomis Sayles’ Municipal Bond Team.
How long might the expansion phase of the credit cycle last and what does it mean for risk premiums and liquidity is analyzed.
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.
Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
More than ever, green bonds are the focus of attention. How investors should approach Greenium, its specific feature ? Find out Mirova’s analysis.
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
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.
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
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.
A new market optimism has followed Covid-19 vaccine news, but uncovering risks and opportunities in the new year may require some old fashioned diligence.
A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.
Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.
Loomis Sayles’Asia Credit Strategies experts provide insights on the Asia High Yield markets environment.
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.