Fixed Income
If the Dollar Weakens, Investors May Want Global Bonds
Signs of a US dollar bear market, currency risk, and global yields are explored by Loomis, Sayles & Co. Portfolio Manager David Rolley.
A Tale of Two Halves
Portfolio Manager Jack Janasiewicz discusses repositioning amid volatility in oil prices, new guidance form the Federal Reserve, and Delta variant concerns.
How Will Munis Fare in 2H 2021?
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.
This Time It’s Not the Same
Portfolio Manager Jack Janasiewicz discusses repositioning in response to the Delta variant and sentiment shift – and highlights eight market tailwinds.
Navigating Dynamic Markets with Tactical Flexibility
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.
Outlook: Municipal Bond Marketplace
Credit fundamentals, infrastructure plans, and increased issuances are favorable for the municipal bond market, says Loomis Sayles’ Municipal Bond Team.
Quarterly Credit Update: Loomis Sayles Full Discretion Team View
How long might the expansion phase of the credit cycle last and what does it mean for risk premiums and liquidity is analyzed.
Peak Everything?
Portfolio Manager Jack Janasiewicz discusses repositioning in response to recent peaks in equities, economic growth, Federal Reserve policy and inflation.
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.
2021 Halftime Report: What’s Ahead for Markets
What global growth, transitory inflation and consumer spending is signaling and which asset classes look favorable for the second half are analyzed.
Loomis Sayles: Fixed Income Approach to ESG and Corporate Issuers
The Loomis Sayles Global Fixed Income Team explains its ESG investment philosophy and enhancements to its capabilities and process.
Inflation, Interest Rates and the Fixed Income Landscape
Peter Palfrey, co-manager of Loomis, Sayles & Company’s Core Plus Bond strategy, shares insight on factors shaping today’s fixed income markets.
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.
Housing Finance Reform and the Biden White House: What’s Next?
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.
2021 Fixed Income Outlook: Where’s the Yield, Risk, and Value?
Return variances, Fed support, EM, and Covid losers now looking attractive are covered by fixed income experts from Loomis, Sayles & Co. and Harris Associates.
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.
After the Catch-up: On Investors, Markets, and a Return to Normal in 2021
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.
Taking a Pandemic Pulse Check on Fixed Income Allocations
A look the state of credit markets and how the post-pandemic recovery may effect opportunities and risks for fixed income investors.
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.
Six Simple Reasons Why Yesterday’s Volatile Markets are a Wake-Up Call for Investors Today
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.