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Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 4, 2020•4 min read

Emerging Market Equities: Three Questions on What’s Changed Since the March Madness

Portfolio Manager Ashish Chugh answers three questions about emerging market equities and what's changed since the market tumult in March.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 3, 2020•4 min read

Alpha Strategies: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Alpha Strategies Team answers three questions on corporate health, regime models and opportunities in emerging markets.

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 21, 2020•4 min read

Bank Loans: Three Questions on What’s Changed Since the March Madness

In March, we saw three different roads back to par, with market recovery in 6-12 months the most likely. How[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 20, 2020•4 min read

Global Fixed Income: Three Questions on What’s Changed Since the March Madness

In March, the Loomis Sayles Global Fixed Income Team anticipated the economy could experience sluggish growth in the third quarter[…]

Global Fixed Income
Research Insights
Homebuilders: Holding Up Better Than Expected
July 16, 2020•3 min read

Homebuilders: Holding Up Better Than Expected

The homebuilding and building products industries have held up quite well during this economic downturn, compared to the material negative[…]

Credit Research
Market Commentary & Outlook
Loomis Sayles' Investment Outlook – July 2020
July 16, 2020•1 min read

Loomis Sayles’ Investment Outlook – July 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential for additional fiscal stimulus, we[…]
Economic & Cycle Views
Credit Repair: What's Different This Time?
July 8, 2020•4 min read

Credit Repair: What’s Different This Time?

As we enter credit repair, we are wary of using the GFC as a benchmark for the path to recovery.[…]
Research Insights
China: Is Shadow Financing Back?
June 19, 2020•2 min read

China: Is Shadow Financing Back?

An unexpected development caught my attention in China’s June 12 credit report—the acceleration of shadow credit after a very lackluster[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
June 1, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession in decades. No region[…]
Alpha Engine Perspectives
The Surprising Leverage Profile of EM Corporates
May 29, 2020•1 min read

The Surprising Leverage Profile of EM Corporates

It may surprise some investors to learn that the leverage profile of emerging market corporations appears to be in better[…]
Alpha Engine Perspectives
How to Invest With a LASER Focus (Video)
May 19, 2020•1 min read

How to Invest With a LASER Focus (Video)

To make the best decisions, investors need a clear view of the road ahead. Watch to see how LASER can[…]

Alpha Strategies
Alpha Engine Perspectives
High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response
May 12, 2020•3 min read

High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response

How news volume and sentiment surrounding “food” and “groceries” can give us insight into when populations truly began to follow[…]

Alpha Strategies
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