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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
Research Insights
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
March 23, 2020•3 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•10 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•6 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
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