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
Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold
Loomis Sayles’ Mortgage and Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate[…]
Securitized Assets: Technicals Create Opportunity
Our Mortgage and Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential[…]
Biodiversity: The Nature of Investing
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
Is Commercial Real Estate the Next Domino to Fall?
Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]
A Recovery in Aircraft ABS Appears To Be Taking Flight
The Loomis Sayles Mortgage and Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take[…]
Capital Structures and Rising Debt Costs: How Concerned Should You Be?
Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]
The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?
Cities and states may have their work cut out for them as they explore solutions to preserve their commercial tax[…]
State Governments Face Diverging Outcomes in a Downturn
Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop
It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material[…]
Municipals & Climate Change Series: Drought & Extreme Temperatures
In recent years, recurring drought conditions and rising temperatures have negatively affected large parts of the US. Here, we’ll examine[…]
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.