Insights

Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.

Filters
Back

Filters:

Clear All
Category
Type
Team
Series

All Insights

Research Insights
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 23, 2020•2 min read

Oil: A Price War with No Likely Winners

Oil’s back below $30 and suddenly it feels like 2016 all over again. Only it’s not. Saudi Arabia’s 2015-2016 production[…]

Credit Research
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 19, 2020•4 min read

Municipal Fixed Income Update

The municipal fixed income market, like most other asset classes, is experiencing unprecedented volatility. Large mutual fund outflows are adding[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 19, 2020•9 min read

COVID-19 and the Loan Market

John Bell, Bank Loans Portfolio Manager, explains why he thinks the current price action in the loan market may be[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
March 17, 2020•5 min read

Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle

On Thursday, March 12, Rick Raczkowski, co-lead portfolio manager of Core Plus Fixed Income participated in a conference call with[…]

Relative Return
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 16, 2020•5 min read

Loomis Sayles’ Full Discretion Team Talks COVID-19, Policy, Credit and New Territory

Loomis Sayles’ Full Discretion Team discusses current conditions, upcoming challenges and potential portfolio positioning and solutions.

Full Discretion
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 16, 2020•4 min read

Can the Fed Fix the Treasury Market?

When the world’s biggest debt market starts having major liquidity issues, investor panic rises to a whole new level.

Alpha Strategies
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 15, 2020•5 min read

Big-Picture Insights from the Loomis Sayles Alpha Strategies Team

The Loomis Sayles Alpha Strategies team shares some insights as markets grapple with three issues: the impact of COVID-19, an[…]

Alpha Strategies
Alpha Engine Perspectives
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 13, 2020•5 min read

Quick Takes on the Market and Economic Impact of the Coronavirus

Loomis Sayles experts share quick takes on the market and economic impact of COVID-19.

Applied IQ
Market Commentary & Outlook
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 13, 2020•6 min read

The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact

Markets have sent a clear message in recent days: investors are afraid of the coronavirus. Read on for our assessment[…]
Research Insights
Wuhan Coronavirus: Key Variables to Watch
March 13, 2020•3 min read

Wuhan Coronavirus: Key Variables to Watch

There are still many unknowns, but there are some indications that the outbreak may not be as severe as our[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
February 26, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

The coronavirus outbreak is likely to inflict economic pain on China and neighboring countries, but the impact should be largely[…]
Market Commentary & Outlook
The Brexit Beat - Boris vs. Parliament: From Optimism to More Uncertainty
February 3, 2020•3 min read

The Brexit Beat – Phase One is Done

Nearly three and a half years after the Brexit referendum, the UK finally exited the EU. Now they will move[…]
1…252627…39