Should Investors Be Leery of Inflation Risk?

Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.

Crisis or Correction? – A Quant's View of the Coronavirus

What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.

Election 2020: Record Turnout, Razor-Thin Results, What Now?

A look at early Election 2020 results and what they could mean for policy and politics over the near term.

Where Are the Bankruptcies?

Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?

Have Markets Become Addicted to Stimulus?

Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?

View from Washington: A Supreme Court Seat Enters the Election Fray

VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.

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Measuring the Sustainability of US Economic Recovery in COVID Times

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Getting the Big Picture: Multi-Asset Credit Investing

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

  • June 16, 2020
As the US Reopens, How Likely Is a Second COVID-19 Lockdown?

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

Five Perspectives on Emerging Market US Dollar Corporate Debt

A look at how the emerging market US debt sector has been affected by the social and economic consequences of the COVID-19 pandemic.

  • June 1, 2020
Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

Consumer ABS & COVID-19: Assessing the Impact

A look at how the economic effects of the COVID-19 pandemic have affected the consumer asset-backed securities (ABS) space.

  • May 20, 2020
Assessing the Global Credit Landscape

The Loomis Sayles Global Fixed Income portfolio management team shares its views on opportunities and risks in the global credit markets.

  • May 12, 2020
COVID-19 and Municipal Bonds: Market Outlook

A look at how the economic effects of the COVID-19 pandemic have impacted the municipal bond space.

  • May 12, 2020
COVID-19 Markets: A Look at Housing and Mortgages

The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.

  • May 5, 2020
Three Questions on Credit: Consumer ABS

COVID-19’s impact on consumer asset-backed securitized sectors is analyzed by mortgage and structured finance experts from Loomis, Sayles & Co.

  • April 22, 2020
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Three Questions on Credit: Corporate Debt & Downgrades

A look at how the corporate debt has been affected by the COVID-19 pandemic – and an outlook for this market over the near term.

  • April 20, 2020
Three Questions on Credit: High Yield

A look at how the high yield credit market has been affected by the COVID-19 pandemic – and an outlook for the road ahead.

  • April 17, 2020
Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Three Questions on Credit: Lodging and Leisure

A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.

  • April 16, 2020
Has COVID-19 Created a Prime Time for Credit?

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

  • April 15, 2020
Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook

How COVID-19 is impacting various areas of the municipal bond market is examined by by Loomis, Sayles & Company’s Municpal Credit Research Team.

  • April 2, 2020
Fed Acts Fast and Furious Again: Rescue Liquidity for Corporate Sector

Corporate bond market implications of Fed’s latest action is analyzed by Loomis, Sayles & Company’s Chief Economist and Multisector PM.

Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.