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Alpha Engine Perspectives
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
November 3, 2020•5 min read

2020 Vision: Focusing on Risk Mitigation

Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding[…]

Alpha Strategies
Market Commentary & Outlook
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 31, 2020•5 min read

When it Comes to Fiscal Policy, Does it Really Matter Who Wins the Election?

There appears to be an increased willingness to engage in deficit spending on both sides of the aisle in Washington,[…]
Research Insights
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 29, 2020•6 min read

What a Biden Victory Could Mean for the Power Sector

Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden[…]

Credit Research
Research Insights
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 27, 2020•5 min read

US Elections 101: The Mail-In Vote Explained

Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the[…]
Market Commentary & Outlook
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
October 23, 2020•6 min read

Election 2020: Expect the Unexpected?

The US political landscape could offer surprises beyond the November 3 election. Brian Horrigan outlines scenarios that, in his view,[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
October 20, 2020•6 min read

Loomis Sayles’ Global Fixed Income Team on COVID-19, Monetary and Fiscal Actions, Credit Markets and Future Tailwinds

On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the current market environment,[…]

Global Fixed Income
Market Commentary & Outlook
Loomis Sayles' Investment Outlook – October 2020
October 12, 2020•1 min read

Loomis Sayles’ Investment Outlook – October 2020

Investor resilience may be tested in the coming months with dwindling fiscal support and political uncertainty in the US. There’s[…]
Alpha Engine Perspectives
EM Debt Defaults Reveal Distinctions Within the Asset Class
September 22, 2020•1 min read

EM Debt Defaults Reveal Distinctions Within the Asset Class

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news[…]
Market Commentary & Outlook
Deal or No Deal
September 16, 2020•4 min read

Deal or No Deal, the UK Faces Risks Beyond Brexit

The UK faces a protracted mix of problems that could weigh on the economy beyond the end of Brexit.
Economic & Cycle Views
US Consumers Appearing Less Confident
September 2, 2020•2 min read

US Consumers Appearing Less Confident

The Conference Board’s Consumer Confidence Index suggests that consumers are not feeling optimistic. Could this mean the US recovery is[…]
Market Commentary & Outlook
US-China Relations: What’s New and What’s Next?
August 28, 2020•3 min read

US-China Relations: What’s New and What’s Next?

Senior Sovereign Analyst Celeste Tay reviews recent flashpoints between the US and China and how they could affect the countries'[…]
Market Commentary & Outlook
Chart of the Week: World Trade Volumes Have Collapsed
August 21, 2020•2 min read

Chart of the Week: World Trade Volumes Have Collapsed

The global volume of exports has dropped 23% (not annualized) in just five months. There really is no precedent for[…]
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