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The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking
Investment Strategist David Rittner and Senior Research Analyst Amit Patel take a look at a key risk factor for structured[…]
The (Trade) War You Start May Not Be the War You Get
On a portfolio flow and policy mix perspective, I’m a dollar bear in this world. That is not a trade[…]
Antimicrobial Resistance Overview
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
The Importance of Income (Video)
In a recent video, Ken Johnson comments on the importance of income and the potential benefits of owning bonds in[…]
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[…]
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' Mortgage and Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to[…]
Meeting Complex Insurance Client Needs with Custom Technology
At Loomis Sayles, our Technology team partners closely with the Insurance Solutions team to tackle our clients’ investing challenges. Insurers[…]
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain[…]
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[…]
Weathering the Storm: Not-for-Profit Hospitals Four Years Post-COVID
Senior Fixed Income Analyst Allison Bretz discusses the state of the nonprofit hospital sector and the lessons learned since the[…]
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[…]
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