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Michael Gladchun, Associate Portfolio Manager, Core Plus Fixed Income

Three Questions on Inflation with Michael Gladchun

Michael, prior to the pandemic we hadn’t seen high inflation rates for decades. What contributed to..

Surprises from the First Half of 2022: Value Reemerging in TIPS

It would seem that anxiety regarding inflation remains prevalent: global central banks are..

The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally

The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..

Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle

The US Treasury market seems to believe the Federal Reserve will start hiking interest rates in the..

Treasury Liquidity on the Rebound

It’s amazing what you can achieve with a budget of $75 billion per day.

Secured Funding Markets: Fed Acts but No Quick Fix

It became abruptly apparent in September, when overnight repo rates surged to near 10%, that..

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About the Authors

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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