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Are Central Banks Too Slow to Tackle Inflation?
by Stephen Dover, Sonal Desai, John Bellows of Franklin Templeton Investments, 4/1/22

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself? Will rising rates cause a recession?

Quick Thoughts: Are Central Banks Too Slow to Tackle Inflation?
by Stephen Dover, John Bellows, Sonal Desai of Franklin Templeton Investments, 4/1/22

Are the reserve banks too slow in tackling inflation? Will inflation level off by itself?

Quick Thoughts: The Inflation Debate
by Stephen Dover, John Bellows, Sonal Desai of Franklin Templeton, 1/25/22

Disagreements about the outlook for inflation in the new year and beyond continue.

Debating the Next Moves for Inflation, Growth, and Rates
by Sonal Desai, John Bellows, Gene Podkaminer of Franklin Templeton Investments, 10/22/21

Rising inflation globally raises the question of whether inflation is persistent versus transitory, driving debate among our investment managers. Our Stephen Dover, Head of the Franklin Templeton Investment Institute, recently discussed economic growth, interest rates, and inflation during a roundtable,

2021 Outlook: Three Questions on Bank Loans
by John Bell of Loomis, Sayles & Co., 1/14/21

John Bell shares his thoughts on yields, defaults and the role of CLOs in the loan market in 2021.

Bank Loans: Three Questions on What’s Changed Since the March Madness
by John Bell of Loomis, Sayles & Co., 7/22/20

In March, Bank Loans Portfolio Manager John Bell saw three different roads back to par, with market recovery in 6-12 months the most likely. How has the recent market activity changed his view?

COVID-19 and the Loan Market
by John Bell of Loomis, Sayles & Co., 3/20/20

We expect to see a combination of anti-viral medications and vaccines develop over 6 to 12 months globally. We are seeing daily positive articles on the effectiveness of anti-virals from other countries. Vaccine development appears to be moving very quickly, and there is potential for a vaccine to get to people as soon as the end of 2020.

Covenant-Lite Loans: Credit Quality Is Still the Dominant Factor
by John Bell, Kevin Perry of Loomis, Sayles & Co., 4/22/13
As portfolio managers for bank loan products at Loomis Sayles, we are often asked about covenant-lite bank loans, and in particular whether they represent a dangerous trend that suggests loans are overheated and should be avoided. This paper describes our views on what covenant-lite loans are and are not; it is based more on reasoning and experience than proof, because covenant-lite loans have not been offered over a long enough period to establish a meaningful fact pattern.

Bank Loans: Looking Beyond Interest Rate Expectations
by John Bell and Kevin Perry, 11/13/12
Portfolio managers of Bank Loan Strategies, John Bell and Kevin Perry, outline the major advantages and risks of bank loan investing and the roles that a bank loan allocation can play in a fixed income portfolio.

Bank Loans: Looking Beyond Interest Rate Expectations
by John Bell, Kevin Perry of Loomis, Sayles & Co., 9/19/12
Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news. Interest rates remain near historical lows, and investors continue to move between risky assets and relative safe havens like Treasurys based on the latest market headlines. We believe that bank loans can be a compelling addition to fixed income portfolios in this environment and, more importantly, over the long term.
10 results found.