Inflation
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
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.
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.
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?
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
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.