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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[…]
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[…]
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