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Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Weighing the Ingredients that Matter for Global Bank Credit Spreads
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
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[…]
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[…]
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