Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
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[…]
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[…]
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[…]
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.
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.
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.
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[…]
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.
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[…]
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[…]
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.
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.