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Stomaching Subprime: Seeking Value in Auto ABS
Subprime. It’s the eight-letter word that turned into something of a four-letter word during the 2008 global financial crisis. Even[…]
Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
My Generation: What an Aging Population Means for Bank Stocks
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older.[…]
London Office Property Prices – Going Over the Cliff?
London office property prices have stayed surprisingly high since the ‘Brexit’ vote in mid-2016. A recent rise in vacancy levels[…]
Is Retail Exposure a Problem for CMBS?
It’s no secret that the retail sector has been under a lot of pressure. Retailers are facing significant headwinds, including[…]
Turkey’s Back in the Headlines: What This Could Mean for Turkish Banks
With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
2018 Sector Teams’ Outlook: Bank Loans
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans[…]
2019 Sector Teams’ Outlook: Bank Loans
We expect the formation of collateralized loan obligations to remain a positive technical driver for loan demand through 2019. We[…]
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