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Energy and the US Economy: A Story in Five Charts
Structural changes mean the US economy is less vulnerable to an energy shock than it was in the past, but[…]
Securitized Credit Exposure to the Middle East Conflict
As geopolitical risk rises, spillover effects on securitized assets are anything but uniform. The Loomis Sayles Mortgage & Structured Finance[…]
Fixed Income Unscripted: Real Talk on Market Narratives & Dynamics
Loomis Sayles investment professionals share their candid thoughts on the forces driving the cycle, the implications for credit and the[…]
Three Questions on GSEs’ $200 Billion Agency MBS Purchase Program
Loomis Sayles' Mortgage and Structured Finance Team dissects a new policy initiative directing government-sponsored enterprises (GSEs) to increase their purchases[…]
Geopolitics, Commodities and Contagion: Three Questions on US Intervention in Venezuela
Greg Hadjian, Global Macro Strategist, LatAM, weighs in on three big questions as the US involvement in Venezuela unfolds.
Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Weighing the Ingredients that Matter for Global Bank Credit Spreads
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Mortgage and Structured Finance Team discusses new legislation that they believe has the potential to unlock significant[…]
Choose Your Own (Floating-Rate) Adventure: Considerations for Investing in CLOs and Bank Loans
A surge in CLO demand has fueled expansion of the CLO and broadly syndicated loan markets. Here’s what we think[…]
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