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
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
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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.

US Inflation Tracker

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

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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.

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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.

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.

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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.

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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.

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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.

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.

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.

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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.

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.

  • August 3, 2022
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?

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.

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Fact Checking the Bears

Portfolio Manager Jack Janasiewicz considers the inflation scare, the growth scare, and rising risks of a recession.

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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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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.

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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.

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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.

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.

  • June 1, 2022
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
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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.

  • April 20, 2022
Bond Basics: How Interest Rates Affect Bond Yields

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

  • April 18, 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.

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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.

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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.

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
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.

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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