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After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material[…]
Municipals & Climate Change Series: Drought & Extreme Temperatures
In recent years, recurring drought conditions and rising temperatures have negatively affected large parts of the US. Here, we’ll examine[…]
Quantitative Easing’s Positive Legacy for US Mortgage Holders
Loomis Sayles' Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
Don’t Discount Structural Housing Trends
While the rise in interest rates may slow the US housing sector from its recent heights, Stephen LaPlante discusses why[…]
QT: Not the Bond Bear Story Many Seem to Fear
If quantitative easing (QE) helped lower Treasury yields significantly, will quantitative tightening (QT) have an equal and opposite effect? I[…]
What the Yield Curve Is Saying About Monetary Policy
Is a regime shift in monetary policy imminent? One might think so looking at the yield-curve flattening trend—the 5-year and[…]
Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
Senior Global Equity Opportunities Analyst Julian Wellesley looks at the progress banks have made in disclosing their #climate risks and[…]
High Yield Bonds and Loans: The Correlation Breakdown
A look at the recent shift in bank loan and high yield bond correlations and why it matters for fixed[…]
Gauging Emerging Local Markets
Senior Sovereign Analyst Gregory Hadjian and Alpha Strategies Portfolio Managers Andrea DiCenso and Peter Yanulis consider the potential opportunity offered[…]
ESG Engagement Series: Transportation & Infrastructure Company
This installment of our ESG Engagement Series unpacks the relationship between a European transportation and infrastructure company and Senior Credit[…]
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