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Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 8, 2020•6 min read

Bright Spots Among the Risks: Emerging Market Equities

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and market activity for weeks. Emerging[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 7, 2020•5 min read

The Fed Creates the Municipal Lending Facility

The MLF can provide municipal governments with access to credit, helping to keep them operating during a liquidity crisis.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
May 5, 2020•5 min read

Bifurcation & Opportunity: Current Take on Credit Markets

Credit markets are bifurcated, and there’s a major yield difference between the perceived winners and losers. This trend is creating[…]

Full Discretion
Alpha Engine Perspectives
When the Unexpected Happens: Negative Oil Prices and Financial Models
May 1, 2020•3 min read

When the Unexpected Happens: Negative Oil Prices and Financial Models

WTI crude oil prices fell below zero for the first time on April 20, 2020. Here's what it could mean[…]

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 22, 2020•3 min read

High-Frequency Data & COVID-19: Investing for the Next Phase of the Cycle

Investors and financial markets are forward-looking. They are constantly trying to anticipate the future and how to position for it.[…]

Alpha Strategies
Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 7, 2020•3 min read

The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch

The Federal Reserve's new FIMA Repo Facility is intended to help support the smooth functioning of financial markets – but[…]
Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 3, 2020•5 min read

The Federal Reserve Revives TALF

The Federal Reserve (Fed) has taken another step in its attempt to avert a financial crisis. It revived its Term[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
April 2, 2020•3 min read

Senior Loans’ Potential Recovery Opportunity

Loans are senior and secured, so they are generally at the head of the queue if there is a default.[…]

Full Discretion
Market Commentary & Outlook
Loomis Sayles’ Investment Outlook – April 2020
April 2, 2020•1 min read

Loomis Sayles’ Investment Outlook – April 2020

Risk assets have already discounted much of the negative news to come and we believe many asset classes can offer[…]
Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 30, 2020•3 min read

ECB Bazooka: A Look at its Rescue Programs

Like everywhere else, Europe needs liquidity. And the European Central Bank is delivering that in abundance. It appears to stand[…]
Market Commentary & Outlook
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 30, 2020•6 min read

Jae Park and Michael Giles on the COVID-19 Crisis, Credit Cycle and Investing with Conviction

It’s been said before, but the truth appears to be this crisis is very different than others we’ve experienced. It's[…]

Investment Risk Management
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 30, 2020•3 min read

Fed to the Rescue: Providing Liquidity to the Corporate Bond Market

To help support investment-grade corporate bond market liquidity, the Federal Reserve introduced two facilities March 23: the Primary Market Corporate[…]

Full Discretion
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