Insights

Alpha Engine Perspectives

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

March 13, 2020•6 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

March 13, 2020•7 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

March 13, 2020•4 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

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

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[…]

Market Commentary & Outlook

January 24, 2020•1 min read

First Quarter Investment Outlook

If the current expansion can stay on track, we anticipate another year of positive risk asset performance.

Alpha Engine Perspectives

January 23, 2020•2 min read

2020 Sector Outlook: US Municipals

We expect municipal returns will be less than they were last year. However, we believe relatively constrained tax-exempt issuance and[…]

Alpha Engine Perspectives

January 21, 2020•2 min read

2020 Sector Outlook: Structured Finance

We believe that securitized sectors have the potential to generate attractive risk-adjusted returns in 2020, with potentially lower volatility.

Structured Finance

Alpha Engine Perspectives

January 17, 2020•1 min read

2020 Sector Outlook: Emerging Market Equities

We are bullish on emerging market equities given valuations, continued low interest rates and cyclical and structural growth in many[…]

Market Commentary & Outlook

January 16, 2020•1 min read

2020 Sector Outlook: European Investment Grade Corporate Credit

We believe the sector stands to benefit from healthy supply and demand balances, likely offsetting tight valuations and weakening fundamentals.

Market Commentary & Outlook

January 15, 2020•2 min read

2020 Sector Outlook: Emerging Market Credit, Local Debt and Currencies

We expect emerging market fixed income asset classes to continue to perform well in 2020. Though the sector appears to[…]