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Rethinking Current Macro-Driven Fears About EM Equities
Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.
Eyeing EM Corporate Debt?
Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within[…]
The New Drivers Behind EM Equity’s Remarkable Rebound
EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
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 Structured[…]
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 Structured Finance Sector Team
The 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.
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