US Inflation Tracker – May 12, 2022 US Inflation Tracker – May 12, 2022

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

Devils, Details, and Market Overhangs
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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.

Sell the Angst, Buy the Tanks?
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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.

Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views Q2 Investment Outlook: Loomis, Sayles & Co. Macro & Market Views

How the tide is going out on the great wave of liquidity in the markets after the pandemic and what it means for investors in 2022 and beyond.

  • April 14, 2022
Inflation Protection: An Equity-Centric View 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
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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 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 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? 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 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? 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 Beyond Transitory: Inflation Takes Center Stage in 2022

As inflation continues to hit new highs, should investors be concerned?

  • January 27, 2022
Bank Loans Outlook: Signals for a Constructive 2022 Bank Loans Outlook: Signals for a Constructive 2022

Loomis, Sayles & Co. Investment Director for Bank Loans Cheryl Stober summarizes expectations for a constructive 2022 with high demand and low defaults.

Three Top Investor Concerns for 2022
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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.

  • December 23, 2021
Fixed Income: Top Five Themes to Watch in 2022
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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.

  • December 22, 2021
Trend Follower Insight: Three Themes of 2021 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 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.

  • November 12, 2021