Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
EM Corporates & ESG: A Surprisingly Strong Opportunity Set
Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.
Transformative Technology: A Look at Industrials, Healthcare & Financials
As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]
Three Questions on Inflation with Michael Gladchun
Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]
Corporate Health is On the Mend, Powered by Manufacturing
Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.
Asset-Backed Securities: A Bright Spot in the Credit Landscape
In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]
How Can Municipalities Deal with the Lack of Affordable Housing?
Housing affordability has been stretched thin across the United States. Joe Prestamer and Michelle Luu discuss some of the ways[…]
Shifting Trends Favor European Banks vs. US Banks for the First Time in Years
Credit Research Analysts Greg Schantz and Julian Wellesley dive into why they favor European banks vs US banks and why[…]
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold
Loomis Sayles’ Mortgage and Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate[…]
Securitized Assets: Technicals Create Opportunity
Our Mortgage and Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential[…]
Biodiversity: The Nature of Investing
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience[…]
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.