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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[…]
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.
Analyzing Biodiversity in Global Fixed Income Portfolios
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
EM Corporates & ESG: A Surprisingly Strong Opportunity Set
Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.
Asset-Backed Securities: A Bright Spot in the Credit Landscape
In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]
How Can Municipalities Deal with the Lack of Affordable Housing?
Housing affordability has been stretched thin across the United States. Joe Prestamer and Michelle Luu discuss some of the ways[…]
Shifting Trends Favor European Banks vs. US Banks for the First Time in Years
Credit Research Analysts Greg Schantz and Julian Wellesley dive into why they favor European banks vs US banks and why[…]
Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold
Loomis Sayles’ Mortgage and Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate[…]
Securitized Assets: Technicals Create Opportunity
Our Mortgage and Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential[…]
Biodiversity: The Nature of Investing
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
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