Interest Rates
The Fed and Fixed Income Markets: Midyear Outlook 2021
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.
Post-Pandemic Inflation and Fixed Income Markets
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 Does Fed Surprise Really Mean for Investors?
The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.
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.
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.