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
Don’t Discount Structural Housing Trends
While the rise in interest rates may slow the US housing sector from its recent heights, Stephen LaPlante discusses why[…]
QT: Not the Bond Bear Story Many Seem to Fear
If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative tightening (QT) have an equal and opposite effect? I[…]
What the Yield Curve Is Saying About Monetary Policy
Is a regime shift in monetary policy imminent? One might think so looking at the yield-curve flattening trend—the 5-year and[…]
Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
Senior Global Equity Opportunities Analyst Julian Wellesley looks at the progress banks have made in disclosing their #climate risks and[…]
High Yield Bonds and Loans: The Correlation Breakdown
A look at the recent shift in bank loan and high yield bond correlations and why it matters for fixed[…]
Gauging Emerging Local Markets
Senior Sovereign Analyst Gregory Hadjian and Alpha Strategies Portfolio Managers Andrea DiCenso and Peter Yanulis consider the potential opportunity offered[…]
ESG Engagement Series: Transportation & Infrastructure Company
This installment of our ESG Engagement Series unpacks the relationship between a European transportation and infrastructure company and Senior Credit[…]
ESG Engagement Series: Auto Manufacturer
This installment of our ESG Engagement Series unpacks the relationship between a leading auto manufacturer and Loomis Sayles Credit Researchers.
The Perfect Storm Behind the Gas Price Surge
While the surge in gas prices seems to have surprised the market, it’s been more than nine months in the[…]
Is Evergrande a Systemic Risk to China?
Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.
A Guide to Understanding China’s Regulatory Crackdown
Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.
Overlooked and Underfollowed: BDCs
The business development companies (BDCs) sector could follow a growth path similar to REITs.
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.