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Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Mortgage[…]
What’s Behind the Recent Rise in Real Yields?
Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]
Valuation Reversal in Muni Market
Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]
Demystifying CLO Demand for Leveraged Loans
Collateralized loan obligations are the largest source of demand in the loan market. Cheryl Stober breaks down some key drivers[…]
2021 Outlook: Three Questions for the Mortgage and Structured Finance Sector Team
The Mortgage and Structured Finance Sector Team discusses key themes in the securitized market in 2021.
2021 Outlook: Three Questions for the Municipal Sector Team
The Loomis Sayles Municipal Sector Team discusses key themes that may impact the municipal market in 2021.
2021 Outlook: Three Questions on Bank Loans
John Bell shares his thoughts on yields, defaults and the role of CLOs in the loan market in 2021.
2021 Outlook: Three Questions on Emerging Market Equities
Ashish Chugh discusses his outlook on EM equities in 2021.
Can The US Consumer Stay Healthy This Winter?
A K-shaped recovery is an uneven one in which some industries and some groups get left behind. That is what[…]
Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election
Systematic Investing Strategies Portfolio Manager Harish Sundaresh and Product Manager Roger Ackerman take a look in the rearview mirror at[…]
Why Banks Need to Do Better Disclosing Climate Change Risks
Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]
Why Municipal Market Demand Remains Robust Despite Rising Defaults
Municipal bond defaults have been rising, but investor demand remains robust. This incongruence may suggest the municipal market is behaving[…]
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