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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’ Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate could intensify[…]
Securitized Assets: Technicals Create Opportunity
Our Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential opportunity in[…]
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[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
Is Commercial Real Estate the Next Domino to Fall?
Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]
A Recovery in Aircraft ABS Appears To Be Taking Flight
The Loomis Sayles Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take flight.
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[…]
The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?
Cities and states may have their work cut out for them as they explore solutions to preserve their commercial tax[…]
State Governments Face Diverging Outcomes in a Downturn
Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop
It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
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