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Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Structured Finance Team discusses new legislation that they believe has the potential to unlock significant investments and[…]
Choose Your Own (Floating-Rate) Adventure: Considerations for Investing in CLOs and Bank Loans
A surge in CLO demand has fueled expansion of the CLO and broadly syndicated loan markets. Here’s what we think[…]
Straight Talk for Strange Times: Fixed Income Experts Weigh In
Loomis Sayles experts share candid insights on some of the biggest questions facing fixed income markets today. Discover their perspectives[…]
Is China’s Fiscal Agenda Flying Under the Radar?
Global Macro Strategist Bo Zhuang discusses recent fiscal measures in China that investors may be underestimating.
The Anatomy of a Treasury Auction
US Rates Traders Colin Coughlin and Patrick Savery break down the mechanics of Treasury auctions and the metrics that help[…]
Future US Power Supply Redefined by Elements of US Budget and an Executive Order
Projections for the utility and power sectors were upended by the recently passed 2025 government budget and an executive order[…]
Ten Things to Know About Fed Leadership and the Path to a New Fed Chair
Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair.
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[…]
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