Boring Ol’ TIPS – Not So Boring Now

Posted by Elaine Kan, Rates and Currency Strategist on Apr 25, 2016 4:27:19 PM

TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class? Some of the recent attention can be attributed to strong TIPS performance so far this year versus last year. But I also suspect that forward-looking investors are intrigued by the asset class as they keep a close eye on some looming market changes.

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Topics: Commodities, Fixed Income

Crude Oil: The Bane of a Commodity Trader’s Existence

Posted by Harish Sundaresh, Senior Commodities Strategist, Alpha Strategies team on Jan 29, 2016 8:00:00 AM

Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year. In 2015, we watched benchmark oil indices drop over 30% and the sheer number of shuttered commodity hedge funds is testament to how difficult trading ‘black gold’ has been. Unfortunately, I expect 2016 to be no easier – full of fits and starts with lots of volatility in between. However, by end of 2016 I expect crude prices to rise to $45-50 from current levels of just under $30.

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Topics: Commodities

Keystone Pipeline Suffers Rejection Syndrome

Posted by Ryan McGrail, Senior Credit Research Analyst on Nov 19, 2015 9:26:49 AM

Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from Canada to Gulf Coast refineries.

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Topics: Credit Research, Commodities, Fixed Income

El Niño: Winds of Change for Commodity Prices?

Posted by Andrea DiCenso, Senior Absolute Strategies Analyst on Oct 29, 2015 1:00:00 PM

An endless number of factors can influence commodity prices. The headlines this year are focused on the global weather pattern known as El Niño and its potential to impact all areas of the commodity complex.

Based on their data, the National Oceanic and Atmospheric Administration (NOAA), the organization responsible for identifying global weather patterns, is predicting a greater than 90% chance that El Niño will continue through the northern hemisphere winter in 2015-2016 and gradually weaken through spring 2016. 

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Topics: Commodities

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.


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