Inflation
Are We In A Recession?
Portfolio strategist explains that while inflation is a real concern, fears of an economic recession in 2022 may well be overblown.
US Inflation Tracker
US Inflation Tracker highlights key indicators from personal consumption and supply chain bottlenecks to housing, wage pressures and inflation expectations.
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.
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.
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.
From the Consultants' Desk: Allocations in Volatile Markets
How inflation, volatile markets, recession fears, and ongoing uncertainty are affecting allocation decisions in financial advisors’ portfolios.
Will There Be a Recession in 2022?
Portfolio analysts evaluate key economic indicators and historical data to assess the likelihood of a US recession in the next 12 months.
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.
Sell the Angst, Buy the Tanks?
Portfolio Manager Jack Janasiewicz discusses the stock market’s gain in March, yield curve relativity, the rate hike trajectory and inflation expectations.
Inflation Protection: An Equity-Centric View
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
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.
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.
Beyond Transitory: Inflation Takes Center Stage in 2022
As inflation continues to hit new highs, should investors be concerned?
Three Top Investor Concerns for 2022
Varying views on a cryptocurrency correction, inflation, and the Great Resignation are shared by a panel of portfolio managers.
Fixed Income: Top Five Themes to Watch in 2022
Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.
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.
7 Themes for Investing in Changing Markets
Views on volatility, risks and trends in a Covid recovering world are shared by Alternatives, Global Bond, and Tactical Allocation Portfolio Managers.