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Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Mortgage & Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS[…]
Waiting to Exhale: Commercial Real Estate Lending and Small Banks
Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster
Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for[…]
Analyzing Biodiversity in Global Fixed Income Portfolios
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
EM Corporates & ESG: A Surprisingly Strong Opportunity Set
Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.
Transformative Technology: A Look at Industrials, Healthcare & Financials
As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]
Three Questions on Inflation with Michael Gladchun
Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]
Asset-Backed Securities: A Bright Spot in the Credit Landscape
In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]
Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold
Loomis Sayles’ Mortgage and Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate[…]
Securitized Assets: Technicals Create Opportunity
Our Mortgage and Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential[…]
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