Insights

Research Insights

October 25, 2021•3 min read

ESG Engagement Series: Auto Manufacturer

This installment of our ESG Engagement Series unpacks the relationship between a leading auto manufacturer and Loomis Sayles Credit Researchers.

Credit Research

Research Insights

October 18, 2021•4 min read

The Perfect Storm Behind the Gas Price Surge

While the surge in gas prices seems to have surprised the market, it’s been more than nine months in the[…]

Credit Research

Research Insights

September 24, 2021•5 min read

Is Evergrande a Systemic Risk to China?

Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.

Research Insights

September 24, 2021•4 min read

A Guide to Understanding China’s Regulatory Crackdown

Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.

Research Insights

August 26, 2021•2 min read

Overlooked and Underfollowed: BDCs

The business development companies (BDCs) sector could follow a growth path similar to REITs.

Credit Research

Alpha Engine Perspectives

July 29, 2021•5 min read

Financial Inclusion: Why Improving Access to the Underbanked is Good For Business

Senior Global Equity Opportunities Analyst Julian Wellesley discusses the role of banking in racial wealth inequality in the US and[…]

Global Equity Opportunities

Research Insights

July 19, 2021•3 min read

Why the OPEC+ Agreement is Good for the Oil Market

The oil market sold off on this weekend's OPEC+ news. Senior Credit Research Analyst Ryan McGrail explains why he thinks[…]

Credit Research

Research Insights

May 4, 2021•5 min read

The American Jobs Plan and its Impact on the Power Sector

Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the[…]

Credit Research

Research Insights

April 20, 2021•2 min read

Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC

Senior Credit Research Analyst Joanne McIntosh looks at recent CDC guidance and what it might take to get cruiselines sailing[…]

Credit Research

Research Insights

March 22, 2021•4 min read

Are Emerging Market Assets Vulnerable to Another Taper Tantrum?

Senior Sovereign Analyst Gregory Hadjian outlines several important distinctions that suggest EM assets are in a stronger position today than[…]

Research Insights

February 19, 2021•3 min read

The Polar Vortex and Texas’ Municipal Power Market

Credit Research Analyst Ryan Friend looks at the factors contributing to the systemic power market failure in Texas and the[…]

Credit Research

Alpha Engine Perspectives

February 2, 2021•6 min read

Demystifying CLO Demand for Leveraged Loans

Collateralized loan obligations are the largest source of demand in the loan market. Cheryl Stober breaks down some key drivers[…]

Full Discretion