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Alpha Engine Perspectives
June 27, 2023•3 min read

Is Commercial Real Estate the Next Domino to Fall?

Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]

Mortgage and Structured Finance
Alpha Engine Perspectives
June 26, 2023•4 min read

A Recovery in Aircraft ABS Appears To Be Taking Flight

The Loomis Sayles Mortgage and Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take[…]

Mortgage and Structured Finance
Alpha Engine Perspectives
Three Questions on Political Risk in Emerging Markets
June 8, 2023•4 min read

Three Questions on Political Risk in Emerging Markets

With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
Alpha Engine Perspectives
Capital Structures and Rising Debt Costs: How Concerned Should You Be?
June 7, 2023•3 min read

Capital Structures and Rising Debt Costs: How Concerned Should You Be?

Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]

Full Discretion
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
February 9, 2023•5 min read

Mortgage & Structured Finance Outlook: Where We See the Value

The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.

Mortgage & Structured Finance
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 5, 2023•2 min read

Bank Loans Outlook: Don’t Miss Out on the Opportunity

Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.

Full Discretion
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 4, 2023•3 min read

Municipal Outlook: Fresh Opportunities After the Pressures of 2022

Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
Alpha Engine Perspectives
The Municipal Market Looks Darkest Before the Dawn
October 20, 2022•2 min read

The Municipal Market Looks Darkest Before the Dawn

While we are not forecasting an imminent reversal in the municipal market, we believe the bulk of this interest rate[…]
Alpha Engine Perspectives
Lottie Testing - For Review
September 26, 2022•3 min read

Quantitative Easing’s Positive Legacy for US Mortgage Holders

Loomis Sayles' Mortgage and Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.

Mortgage & Structured Finance
Alpha Engine Perspectives
Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine
August 29, 2022•3 min read

Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine

Though the war in Ukraine has faded from the headlines in recent weeks, we still believe it is an area[…]

Full Discretion
Alpha Engine Perspectives
Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds
August 25, 2022•2 min read

Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds

You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM[…]
Alpha Engine Perspectives
Surprises from the First Half of 2022: Value Reemerging in TIPS
August 4, 2022•2 min read

Surprises from the First Half of 2022: Value Reemerging in TIPS

Concerns regarding inflation are almost everywhere you look—unless you happen to be looking at the Treasury bond market.

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