Navigating Dynamic Markets with Tactical Flexibility

How today’s ever-evolving credit cycles and complex global markets demand flexibility and why Loomis Sayles’ Core Plus Bond Team takes a tactical approach.

Outlook: Municipal Bond Marketplace

Credit fundamentals, infrastructure plans, and increased issuances are favorable for the municipal bond market, says Loomis Sayles’ Municipal Bond Team.

  • August 6, 2021
Quarterly Credit Update: Loomis Sayles Full Discretion Team View

How long might the expansion phase of the credit cycle last and what does it mean for risk premiums and liquidity is analyzed.

Watch
The Fed and Fixed Income Markets: Midyear Outlook 2021

Fed moves, volatility, and real yields in the second half are analyzed by Loomis, Sayles & Co. Full Discretion Co-Head and a Senior Sovereign Analyst.

Watch
Post-Pandemic Inflation and Fixed Income Markets

Inflation and other factors in a post-pandemic world are discussed by a Loomis, Sayles & Company Core Plus Bond PM and Senior Macro Strategies Analyst.

Are Bidenomics the Beginning of a New Economic Era?

Are Joe Biden’s economic policies the end of forty years of post-Reagan orthodoxy? And what could they mean for investors’ long-term strategies?

What Does Fed Surprise Really Mean for Investors?

The Fed’s June meeting dot plot shock, inflation views, and market reactions are assessed by Portfolio Strategists Jack Janasiewicz and Garrett Melson.

Three Questions for Short Duration Income ETF – LSST

Implications of rising interest rates, growing valuations and liquidity on portfolio positioning are answered by EJ Tateosian, CFA.®

  • May 10, 2021
Trend Following: Signs of Inflation?

Trend-following managers from AlphaSimplex analyze new market moves, inflation, and what it may mean for bonds, commodities, and currencies.

Demystifying TIPS: Potential Advantages of Inflation-Protected Securities

Amid pandemic-related stimulus relief and vaccination progress, investors may want to consider how to prepare for increased inflation risk.

Market Outlook: Why Inflation Worries May Be Exaggerated

Macro specialist Esty Dwek looks at interest rates and inflation risk amid the Covid-19 vaccination effort and economic recovery.

Fed Watch: Why Inflation Expectations Are Likely to Continue

PM and macro analyst Jack Janasiewicz believes markets will remain preoccupied with rates and inflation, despite an absence of strong signals from the Fed.

2021 Outlook: Three Questions for Loomis Sayles Sector Teams

Loomis Sayles features outlooks from our sector teams — teams composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market.

  • March 5, 2021
3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment

Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why

Investment Idea for Student Debt

Deferred payments and 0% interest on federal student debt from the CARES Act may spell opportunity for investors with monthly loan payments.

In Case You Missed It: A Conversation with Loomis Sayles’ Full Discretion Team

Veteran team of Elaine Stokes, Matt Eagan, and Brian Kennedy discuss succession plans as Dan Fuss steps away from portfolio management. They also share views on 2021 global fixed income markets.

Credit Check: The Full Discretion Approach to Credit Selection

Loomis Sayles fixed income managers explain how they look to capitalize on persistent inefficiencies and drive excess return potential in corporate credit.

Watch
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.