Inflation
Are We There Yet? Pulse Check: Macro, Markets & Inflation
Portfolio strategists discuss topics including the path of inflation, supply chain dynamics, dollar strength and the markets’ reactions.
Financial Advisors React to Markets in First Half 2022
Portfolio Barometer offers insights as inflation persists, markets remain volatile, and fears of recession grow: 60/40 portfolio under pressure.
Shift of Dismay: Inflation, Markets & Volatility at Midyear
Portfolio strategists discuss inflation, rate hikes, the potential for recession, US consumers – and where the markets could go from here.
That Was a Doozy: The Fed's 75bp Rate Hike and Inflation
Why the Fed went big at its June meeting is analyzed by Portfolio Strategist Garrett Melson, along with inflation, recession, and further rate hikes.
How Bonds Really React to Rising Rates
How rising interest rates help deliver more total return to investors’ bond portfolios is explained in this bond basics video by Loomis Sayles.
Bank Loan Basics: An Income Diversifier for All Times
An introduction to bank loans and their benefits: seniority, security, floating interest rates, and diversification for the short or long term.
The Fed Hiking Cycle: How Tight Is Tighter?
Loomis, Sayles & Company’s Full Discretion Team Co-Head Matt Eagan on how easy Fed monetary policy has been, and the implications as tightening transpires.
Equity Allocations Hit All-Time High in Model Portfolios
Advisors boosted stock allocations to record levels in 2H 2021 according to data from the Natixis Investment Managers Solutions Portfolio Barometer.
Flex Time: Tactically Allocating for Rising Yields
Advantages of a core plus bond approach with the flexibility to pull a lot of levers and pursue yield are explained by Loomis Sayles PM Rick Raczkowski.
What Does the Fed's Inflation Fight Mean for Fixed Income?
Fed policy moves, inflation, and security selection opportunities for active non-traditional fixed income managers are discussed by Loomis Sayles’ Matt Eagan.
Trend Follower Insight: Three Themes of 2021
Investment trends and new market themes that appeared in 2021 are analyzed by trend-following research specialists at AlphaSimplex.