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Turkey’s Back in the Headlines: What This Could Mean for Turkish Banks
With the latest crisis in Turkey, Turkish equities have come under pressure and Turkish bank stocks are looking cheap. Do[…]
Diamond Jewelers, Gold Coins and the Paradox of Indian Banking
Many of India’s state-owned banks are in trouble. This month the government is injecting $13 billion to help these banks[…]
Who Could Win? The Impact of Tax Reform on Financial and Real Estate Stocks (Infographic)
The US House of Representatives passed a tax reform bill on November 16. How could it affect financial and real[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
2018 Sector Teams’ Outlook: Bank Loans
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans[…]
2019 Sector Teams’ Outlook: Bank Loans
We expect the formation of collateralized loan obligations to remain a positive technical driver for loan demand through 2019. We[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
Subprime Auto ABS: Focus on Fundamentals, Not Fear
The subprime consumer sector has come a long way since the dark days of the financial crisis. Borrowers, lenders and[…]
Let’s Get Technical: The Story Behind the Loan Market Swoon
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices[…]
Can’t Build Them? Join Them: Rising Home Prices & Lack of Construction
There’s a tug of war brewing between housing costs and consumer budgets in the US. Single-family home prices have risen[…]
Nothing to See Here: Rising 10-Year Treasury Yields in Context
While the recent backup in 10-year Treasury yields may look stark on short-term charts (namely 1-year and 2-year charts), the[…]
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
The US corporate bond market reached a record $8 trillion at the end of 2017. The high followed a wave[…]
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