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Liability Management Exercises: Looking Beyond the Headlines
The increasing complexity and volume of liability management exercises in today’s market present both challenges and opportunities. Portfolio Manager Peter[…]
High Yield Credit Outlook: Defaults in Check, Carry in Play
Looking ahead, the fundamental picture for the high yield market continues to look solid, supported by a positive earnings backdrop[…]
Put Away the Broad Brush: Recognize EM Debt Distinctions
We believe blanket statements about the EMD debt universe should be a thing of the past. Read on to learn[…]
Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to consider when[…]
Will Government Debt be the Next Big Thing for Bond Markets?
As a rule, deficits do not matter until they suddenly do. Across DM economies, a broad pattern of structural and[…]
Will an ECB Cut be the Catalyst That Moves Currency Markets?
Hank Lynch and Marianne Winkelman share their thoughts on a potential ECB rate cut and the implications for currency markets.
No Longer a Sleepy Corner of the Market: Three Questions on Private Fixed Income
The Loomis Sayles Private Credit Team discusses the current state of private fixed income, why they expect demand in this[…]
Higher for Longer: A Window of Opportunity for Cash Flow Generating Strategies?
We think it is an opportune time to consider cash flow generating strategies that can capitalize on the currently higher[…]
Russia-Ukraine: The Beginning of the End?
Global Macro Strategist Hassan Malik breaks down the strategic and economic realities at play as the Russia-Ukraine war grinds on.
Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to[…]
Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS and more.
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.
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