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
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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
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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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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.

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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.

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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.

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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.

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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?

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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.

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.

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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.

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.

  • 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
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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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.

  • November 25, 2019
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.

  • September 19, 2019
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2019 Institutional Outlook

Our 2019 Institutional Outlook explores the nine trends driving institutional strategy for 2019.

  • March 4, 2019