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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[…]
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[…]
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[…]
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