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Assessing El Niño’s Uneven Impact on EM Sovereigns
We assess the potential economic implications of a historically strong El Niño on emerging market sovereigns and where we think[…]
Parsing the New Life Insurance C-1 RBC Charges for CLOs/CBOs/CDOs
New C-1 capital charges could reshape how life insurers invest in CLOs, CBOs and CDOs. Our Insurance Solutions team breaks[…]
Did the Public Debt Really Reach $40 Trillion? Should We Worry?
Brian Horrigan explains the difference between US public debt measures, why the distinction matters, and what rising debt means for[…]
Pension Plan Hedge Ratios: Time for a Boost?
We believe rising long-term Treasury yields have created a compelling opportunity for defined benefit plan sponsors to strengthen liability hedges[…]
Emerging Market Debt: Two Truths and a Lie
Learn why emerging market economies may be better positioned than many investors think, and how two powerful investment cycles are[…]
Fixed Income Unscripted: Challenging Consensus Thinking
Markets appear confident, but are investors overlooking key risks and opportunities? In this article, Loomis Sayles investors challenge consensus views[…]
Why Insurance Companies Should Consider Emerging Market Corporate Debt
Discover why EM corporate bonds may represent underappreciated sources of resilient yield and diversification—powered by strong fundamentals and smart risk[…]
Renewable Energy as a Geopolitical Shield
Alex Schober, Sustainability Analyst, discusses how renewable energy has the potential to help countries weather oil and gas turmoil.
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 Structured Finance team examines[…]
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' Structured Finance Team dissects a new policy initiative directing government-sponsored enterprises (GSEs) to increase their purchases of agency[…]
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