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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[…]
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
What could a Biden victory mean for investors? Read our latest blog post from the Loomis Sayles Global Fixed Income[…]
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[…]
Loomis Sayles’ Global Fixed Income Team on COVID-19, Monetary and Fiscal Actions, Credit Markets and Future Tailwinds
On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the current market environment,[…]
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[…]
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