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.