Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
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[…]
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[…]
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Structured Finance Team discusses new legislation that they believe has the potential to unlock significant investments and[…]
The Anatomy of a Treasury Auction
US Rates Traders Colin Coughlin and Patrick Savery break down the mechanics of Treasury auctions and the metrics that help[…]
Future US Power Supply Redefined by Elements of US Budget and an Executive Order
Projections for the utility and power sectors were upended by the recently passed 2025 government budget and an executive order[…]
Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking
Investment Strategist David Rittner and Senior Research Analyst Amit Patel take a look at a key risk factor for structured[…]
8664465.2.1
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.