Interest Rates
Does the Data Cry Recession?
While consensus opinion continues to say inflation is sticky, growth is slowing and recession is inevitable, the data may be telling a different story.
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
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.
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.
Policy & Politics Podcast: A Deep Dive into Today’s Housing Market with an Industry Expert
Susan Olson talks housing with an industry expert. Despite short supply, rising interest rates, and regulatory challenges, the long-term view is optimistic.
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.
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.
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.
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.
Are We Getting Ahead of Ourselves?
Portfolio Manager Jack Janasiewicz covers topics including July’s market rally, inflation, corporate earnings, dollar strength, and risks for recession.
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.
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
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.
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.
Are Stocks a Better Value Than Bonds?
Analysis of whether the equity market selloff has improved stock valuations relative to bonds.
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.
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.
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.
Bond Basics: How Interest Rates Affect Bond Yields
Introduction to bond investing, fixed income funds, and how changing interest rates affect prices and yields.
2019 Global Insurance Survey
Insurers around the world are stuck between a rock and a hard place. Low rates inflate liabilities, but regulation prevents insurers from pursuing alternatives.
2019 Global Retirement Index
The 2019 Global Retirement Index reveals three critical threats to retirement security – interest rates, demographics, and climate change – as well as what they mean for individuals and institutions.
2019 Institutional Outlook
Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.