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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[…]
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[…]
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[…]
Biden’s Energy Moves: Swift Execution, Limited Near-Term Impact
Senior Credit Research Analyst Ryan McGrail explains why he believes President Biden's early orders will have a limited near-term impact[…]
For Insurers, Time to Take a Broader View of Securitized Investing
Insurers generally take a narrow approach to investing in the securitized sector, usually through allocations in their investment grade fixed[…]
Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election
Systematic Investing Strategies Portfolio Manager Harish Sundaresh and Product Manager Roger Ackerman take a look in the rearview mirror at[…]
Reality Check: Looking Behind the Headlines of the Recent China Defaults
Zhi Wei Feng discusses why we believe the market reaction to recent onshore debt defaults in China was based on[…]
Why Banks Need to Do Better Disclosing Climate Change Risks
Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]
With a Divided Government, Healthcare Companies Appear Well-Positioned
With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.
2020 Vision: Focusing on Risk Mitigation
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding[…]
What a Biden Victory Could Mean for the Power Sector
Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden[…]
US Elections 101: The Mail-In Vote Explained
Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the[…]
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