Fixed Income
Is the Bond Market on the Mend?
Why the bond market is becoming increasingly attractive is explained by Rick Raczkowski, Co-Manager of Loomis Sayles’ Core Plus Bond strategy.
The Loomis Sayles Municipal Bond Team Marketplace Review
Investment grade municipal yields are at their highest levels in 10+ years with solid credit fundamentals across most sectors of the muni market.
- November 28, 2022
7 Fixed Income Market Perspectives from Loomis Sayles
Multisector Manager Elaine Stokes explores what structural changes, corporate health, and market illiquidity mean for fixed income markets.
What Factors Will Drive Fixed Income Markets in 2023?
Three fixed income market experts share diverse views on Fed rate hikes, inflation, high yield’s liquidity issue, and value opportunities in 2023.
US Inflation Tracker
US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
Public Enemy #1: Inflation
Portfolio Manager Jack Janasiewicz reviews October’s positive stock market performance, mixed economic data, and the Fed’s ongoing battle to tame inflation.
King Dollar and the Double Whammy
Portfolio Manager Jack Janasiewicz explains how the strong dollar, global energy shock, and no end in sight for rate hikes are roiling the capital markets.
Fixed Income Dashboard
The quarterly Fixed Income Dashboard provides key relative data points ranging from credit conditions and inflation trends to asset flows and yields.
Readying for Recession: High Yield Credit vs. Bank Loans Today
High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.
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.
Higher for Longer
Portfolio Manager Jack Janasiewicz discusses the market reversal in August, Federal Reserve policy, labor market trends and the likely path of inflation.
5 Midyear Trends in Model Investment Portfolios – Summer 2022
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
- August 18, 2022
- Mark J. Cintolo
Student Loan Carry Trade – I Bond Update
The pause in student loan payment requirements in March 2020 created a unique investment opportunity for borrowers who wanted to put their savings to work.
Late Expansion Value in Corporate and Convertible Bonds
Late expansion phase views and select value picks in corporate bonds and convertibles are shared by Loomis, Sayles & Co. Full Discretion Team’s Brian Kennedy.
3 Questions to Ask About Short Duration Bond Strategies
Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.
Is This a Good Time to Consider Corporate Bonds?
With yields recently hitting 13-year highs and recession fears growing, are there opportunities in investment grade corporate bonds?
- August 1, 2022
- Mark J. Cintolo
Institutional Investing Trends Observed at Midyear 2022
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
- July 22, 2022
- Mark J. Cintolo
Fact Checking the Bears
Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.
From the Consultants’ Desk: Quantitative Tightening & Bonds
If the Federal Reserve is no longer buying bonds, what happens to bond prices?
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.
Revenge Spending and a Market U-Turn
Portfolio Manager Jack Janasiewicz examines shifts in the inflation narrative, consumer spending, and labor market trends that drove market action in May.
Stepping Up Resiliency of Fixed Income Portfolios
Now’s the time to balance interest rate and credit risk in fixed income portfolios, explains Matt Eagan, Co-Head of Loomis Sayles’ Full Discretion Team.
Investing in Bank Loans: Beyond Interest Rate Expectations
How investing in bank loans may do more than protect portfolios against rising rates is explored by Loomis Sayles’ Bank Loan team.
High Yield Bonds and Loans: The Correlation Breakdown
What drives the relationship between bank loans and high yield bonds, and why it matters for fixed income investors is explored by Loomis Sayles.
Devils, Details, and Market Overhangs
Portfolio Manager Jack Janasiewicz explains why the markets need clarity on three uncertainty overhangs before they can gain some traction.
Multisector Matters: Volatility Means Mispriced Bond Opportunity
Where the Loomis Sayles Full Discretion Team is finding favorable prices and security selection opportunities amidst heightened volatility is explored.
An Inverted Yield Curve May Signal Recession, But Not Always
While the road ahead may be challenging and uneven, the yield curve can be over-interpreted. Loomis Sayles Core Plus Team Member Michael Gladchun explains.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
A New Age for Geopolitics and Global Markets
Amid unrest on multiple fronts, Loomis, Sayles & Company’s Matt Eagan, CFA® sheds light on geopolitical shifts with likely impact on investors.
Making Market Sense of Rates, Russia and Real Inflation
Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.
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.
5 Allocation Trends in Model Portfolios – Winter 2022
Allocations in advisors’ moderate models reflect disenchantment with growth stocks and growing concern about rising rates and inflation.
- March 8, 2022
- Sean McDade
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.
Fixed Income ETFs: Unique Premium/Discounts Explained
Understanding the potential price fluctuations unique to fixed income ETFs due to both structural and technical factors.
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.
A Year in Review: Active ETF Growth, Performance & Trends
Natixis’ ETF experts share encouraging development of active ETFs in 2021 as they gain exposure and momentum among investment professionals and consumers.
Is the 60% Stocks / 40% Bonds Portfolio Really Dead?
With interest rates more likely to rise than fall, investors may want to revisit their bond allocations with an eye toward risk.
2019 Natixis Global Survey of Individual Investors
The 2019 Natixis Global Survey of Individual Investors reveals that investors are conflicted about risk, returns and what they can expect from their investments.
Four Key Insights into Establishing the California Green Bond Market
Investor motivations, perceptions, and knowledge gaps that may influence the state of California’s green bond market.