Loomis Sayles' high yield sector team discusses downgrades, defaults and value in the high yield market in 2021.
Like everywhere else, Europe needs liquidity. And the European Central Bank is delivering that in abundance. It appears to stand ready to do more without delay when markets become dysfunctional.
We held a conference call yesterday to discuss the market and economic impact of COVID-19. In case you missed it, each of our speakers shared their key takeaways.
As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of attention-grabbing headlines, breaking news and viral tweets, all of these posts share a major theme—they look beyond the headline and examine the underlying facts.
Why we think Asia high yield credit can offer a distinctive opportunity.
We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand.
Loomis Sayles Strategic Alpha is a benchmark-agnostic core bond alternative, offering the potential for greater diversification in a risk-aware framework.
Markets anticipating rebound in growth and continued economic expansion.
Our 2019 Outlook from the Loomis Sayles Sector Teams shares insights and opportunities across every sector, from bank loans to currencies.
Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices over the last few weeks. The press has been all over this, using covenant-lite and loan-only narratives with which we disagree. We don’t see a sensational story here. The recent decline was mostly due to technical factors amplifying global macroeconomic worries.
To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly, they reflect some major themes that emerged during the year – rising Treasury yields, volatility and US politics. In case you missed them, here are five of our favorites, listed in order of popularity.
Growth and inflation within the world’s largest economies should remain near current levels, keeping the positive operating environment for companies intact.
The Loomis Sayles Multi-Asset Income Team shares their approach to creating sustainable, consistent income through any market environment.
Momentum in the US economy relative to the rest of the world should keep the Fed on its current path to higher short-term interest rates.
Christopher Romanelli examines the factors that could support the high yield market in a world of tighter monetary policy.
The LOIS spread is at its widest point since the financial crisis. It may be unnerving, but we don't think it's a sign of trouble in the financial system.
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
FX trading involves infinite complexities, opportunities and risks. Loomis Sayles breaks down some of the concepts and describes the firm's approach.
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans sector team is anticipating this year.
NAFTA is facing an existential threat. The US and its global trading partners could be entering uncharted territory.
What’s ahead for major market sectors in 2018? Experts from research, trading and portfolio management at Loomis Sayles weigh in.
Does the high yield bond market offer enough value at this point in the credit cycle?
Eight years into its run, the global expansion looks poised to continue. What might this mean for asset markets?
It’s a common misconception that credit and equity performance move in tandem. When can divergence occur and how can credit investors prepare?
Many income-seeking investors may need a new approach in today's low-yield environment. Loomis Sayles can offer a unique solution.
Fourteen Loomis Sayles investment experts address the key issues they’re watching for the remainder 2017. Read on for their insights.
The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.
Investor confidence in the global outlook for monetary policy, economic growth and inflation has kept risk appetite high and volatility contained. Can it continue?
Recent trade actions against Chinese aluminum imports may result in higher tariffs. Ironically, the US and China have their interests aligned in this area.
The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.
In 2017, the risks to the euro area stem from politics, not the economy.
We’re modestly optimistic about 2017, but there are a host of unknowns as we become acquainted with our new President Trump, what policies he may pursue, and how they will impact the world body politic. Loomis Sayles' sector teams weigh in on potential opportunities in the year ahead.
For the first time in quite a while, Washington could prove to be a source of positive earnings catalysts in the months ahead.
What a difference a few months can make. The world economy now looks to be on sounder footing, with economic data surprising to the upside, developed and emerging market economic momentum improving, global manufacturing recovering and the US profits recession ended.
Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.
Donald Trump’s presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump’s policy proposals mean for markets and key components of the US economy going forward?
We expect equities to continue their slow uptrend into next year.
Senior Global Economist James Balfour explores some of the key macro themes influencing global markets.
Fiscal policy developments could create bond market volatility going forward, but historically low interest rates are likely to persist.
