Whitepapers

• A continuing case for dividends

  Richard Skaggs, CFA, Senior Equity Strategist, Loomis Sayles, makes the investment case for dividend-paying stocks and explains why he believes 2013 will be another healthy year for dividend growth.
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• Quality still dominates “covenant-lite” loans

  In this whitepaper, Loomis Sayles portfolio managers, John Bell and Kevin Perry, offer their views on covenant-lite loans and the trends they have seen as managers of bank loan products.
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• Preparing for rising rates

  For Loomis Sayles fixed-income specialists, significant shifts in the balance of global economics may initiate the next “big” long-term trend of rising rates.
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• Bank loans: looking beyond interest rates

  John Bell and Kevin Perry, portfolio managers for bank loan strategies at Loomis Sayles, on why bank loans can be a compelling addition to fixed income portfolios for today and over the long term.
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• Duration: not the whole story

  David L. Waldman, Director of Quantitative Research Risk Analysis of Loomis Sayles, takes a fresh look at of one of the most popular portfolio analytics - duration.
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• Understanding Yields

  A guide to fixed-income yields of bonds and bond mutual funds.
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• Harnessing the true potential of asset allocation

  Learn about the five principles of Durable Portfolio Construction^® which seeks to build more resilient portfolios designed to manage risk and volatility, and maximize diversification.
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• The inflation factor: Implications for portfolio construction

  Building durable portfolios means factoring in a variety of risks. This paper looks at inflation’s insidious long-term effects and why they may be particularly devastating for investors living on a fixed income in retirement.
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