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With a Divided Government, Healthcare Companies Appear Well-Positioned
With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.
2020 Vision: Focusing on Risk Mitigation
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding[…]
What a Biden Victory Could Mean for the Power Sector
Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden[…]
US Elections 101: The Mail-In Vote Explained
Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the[…]
EM Debt Defaults Reveal Distinctions Within the Asset Class
When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news[…]
Homebuilders: Holding Up Better Than Expected
The homebuilding and building products industries have held up quite well during this economic downturn, compared to the material negative[…]
China: Is Shadow Financing Back?
An unexpected development caught my attention in China’s June 12 credit report—the acceleration of shadow credit after a very lackluster[…]
The Surprising Leverage Profile of EM Corporates
It may surprise some investors to learn that the leverage profile of emerging market corporations appears to be in better[…]
How to Invest With a LASER Focus (Video)
To make the best decisions, investors need a clear view of the road ahead. Watch to see how LASER can[…]
High-Frequency Data & COVID-19: Using Groceries to Track the COVID Response
How news volume and sentiment surrounding “food” and “groceries” can give us insight into when populations truly began to follow[…]
Bright Spots Among the Risks: Emerging Market Equities
COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and market activity for weeks. Emerging[…]
When the Unexpected Happens: Negative Oil Prices and Financial Models
WTI crude oil prices fell below zero for the first time on April 20, 2020. Here's what it could mean[…]
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