Portfolio Strategist Garrett Melson offers his analysis of the March 22 Fed meeting.
While things are still evolving, the factors supporting a positive outcome for senior bondholders are meaningful.
The fixed income market was even less attractive than equities in 2022. So why are investors hearing that ‘bonds are back’ for 2023?
The world changed in 2022 and ‘recession’ has been trending ever since. So, what should investors know about the R-word?
Loomis, Sayles & Co. recommends an opportunistic approach to 2023 given bumpy markets with potential in global credit and bottom-up security selection.
Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.
Portfolio strategists look ahead to the capital market forces in play for 2023, from inflation and Fed policy to asset headwinds, tailwinds and risks.
Find out the macroeconomic views of our affiliate at the end of the third quarter of 2022.
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
With recession looming, central bank policy is a linchpin in H2 prospects.
AlphaSimplex examines the impact of macro across equities, fixed income, currencies, and commodities.
What’s driving the markets, and if Big Tech can save the day or exacerbate a selloff, is analyzed.
Read our affiliate’s views at the end of the first quarter 2022.
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Putin’s well-worn, ultranationalist, and perhaps revisionist historical perspective may, in his mind, justify the Ukraine invasion.
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
AEW Research Director Mike Acton, CFA® discusses 4 developing US property sectors: senior housing, cold storage, medical office, lab/life science property.
Taking a look at what trends worked well in 2020.