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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[…]
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.
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[…]
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.
A Guide to Understanding China’s Regulatory Crackdown
Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.
Overlooked and Underfollowed: BDCs
The business development companies (BDCs) sector could follow a growth path similar to REITs.
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[…]
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[…]
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[…]
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