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How Fixed Income Asset Management Rises Above Interest Rates

Loomis Sayles’ Brian Kennedy talks duration decisions, yield advantage, and the fixed income asset management choices his team is considering in 2023.

March 24, 2023 Brian P. Kennedy
Implications of Credit Suisse Takeover by UBS for Bond Investors

Why UBS took over Credit Suisse, what AT1 bonds are, and how bond investors globally may be impacted are explained by Loomis Sayles Credit Research.

March 23, 2023
March Madness: Top Picks for Fixed Income Investing

Which bond category has what it takes to outperform in the current landscape? Check out sector analysis and fixed income investing bracketology.

March 20, 2023 Mark J. Cintolo
3 Questions to Ask When Considering Short-Term Bond Strategies

Discover 3 questions to ask regarding short duration bond strategies and learn how this approach may alleviate rising interest rate concerns.

US Inflation Tracker

US Inflation Tracker highlights key indicators related to personal consumption, supply chain dynamics, housing, wage pressures and inflation expectations.

March 20, 2023 Jack Janasiewicz - Garrett Melson
5 Trends in Model Investment Portfolios – Year-End 2022

See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.

March 14, 2023 Gregory V. Kanarian Financial Professional content – requires login
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The Market Giveth, the Market Taketh

Portfolio Manager Jack Janasiewicz explains how surprisingly strong data prints disrupted the markets in February.

March 10, 2023 Jack Janasiewicz
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Yield Opportunities Now in Fixed Income Markets

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

March 6, 2023 Matthew J. Eagan
Municipal Bond Market Insight: Can the Rally Continue in 2023?

Investment grade municipal yields are at their highest levels in 10+ years with solid credit fundamentals across most sectors of the muni market.

March 1, 2023
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What’s Driving Bond Markets Today?

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

February 17, 2023 Peter W. Palfrey
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Goldilocks vs. the Bears

Portfolio Manager Jack Janasiewicz believes jobs data and the Federal Reserve’s most recent comments may be “just right” for an economic soft landing.

February 14, 2023 Jack Janasiewicz
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Observations on Five Institutional Investing Trends

Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.

February 6, 2023 Mark J. Cintolo Financial Professional content – requires login
Looking Beyond High Yield Bonds for Higher Returns

See how the higher interest rates of the past year have helped investment grade corporates and bank loans more than high yield bonds.

February 6, 2023 Mark J. Cintolo
Bond Basics: How Interest Rates Affect Bond Yields

Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.

February 2, 2023
Fixed Income Portfolios: Time to Build a Yield Advantage

After a lengthy hiatus, yield is back, says Loomis Sayles Fixed Income Manager Brian Kennedy. He shares market dynamics and late cycle ideas for fixed income portfolios.

January 30, 2023 Brian P. Kennedy
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Active, Short Duration Fixed Income ETF for Shifting Markets

Increasing yields, widening spreads, limited interest rate risk, and the flexibility of active management – could point to compelling bond opportunities.

January 26, 2023
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Disinflation Pipeline and the Phillips Curve Fed

Portfolio Manager Jack Janasiewicz explains why divergences in global monetary policy could be a key differentiator for asset class returns in 2023.

January 10, 2023 Jack Janasiewicz
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Financial Portfolios Adapt to Inflation, Rough Markets

Learn how advisors have adjusted their financial portfolio allocations in response to higher inflation and difficult market conditions.

January 10, 2023 James Kelly - Kevin McCullough
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.

December 21, 2022 Garrett Melson
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Runway for a Soft Landing?

Portfolio Manager Jack Janasiewicz discusses the equity market’s November pivot, signs of deflation, the Fed’s two-sided risks, and policy changes in China.

December 14, 2022 Jack Janasiewicz
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Expect Positive Trends for Corporate Bonds in 2023

Portfolio strategist Garrett Melson discusses improving valuations in fixed income, particularly investment grade corporate bond.

December 13, 2022 Garrett Melson
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.

November 29, 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.

November 22, 2022
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.

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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.

November 8, 2022 Jack Janasiewicz
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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.

October 11, 2022 Jack Janasiewicz
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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.

September 19, 2022 Matthew J. Eagan
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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.

September 15, 2022 Jack Janasiewicz - Garrett Melson
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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.

September 13, 2022 Jack Janasiewicz
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 Financial Professional content – requires login
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.

August 9, 2022 Gregory V. Kanarian
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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.

August 4, 2022 Brian P. Kennedy
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 Financial Professional content – requires login
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 Financial Professional content – requires login
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From the Consultants’ Desk: Quantitative Tightening & Bonds

If the Federal Reserve is no longer buying bonds, what happens to bond prices?

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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.

June 7, 2022 Matthew J. Eagan
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.

May 19, 2022
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.

May 9, 2022 Elaine M. Stokes
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.

April 20, 2022
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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.

April 8, 2022 Matthew J. Eagan
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Making Market Sense of Rates, Russia and Real Inflation

Portfolio strategists explain why fears about rates, energy prices, inflation and recession may be overblown.

March 25, 2022 Jack Janasiewicz - Garrett Melson
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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.

March 18, 2022
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 Financial Professional content – requires login
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.

March 4, 2022
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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.

July 15, 2019
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.

March 2, 2018