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Debt Ceiling Drama: We’re in for a Nail-Biter
Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
Is Commercial Real Estate the Next Domino to Fall?
Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]
A Recovery in Aircraft ABS Appears To Be Taking Flight
The Loomis Sayles Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take flight.
Three Questions on Political Risk in Emerging Markets
With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
Capital Structures and Rising Debt Costs: How Concerned Should You Be?
Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]
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.
The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?
Cities and states may have their work cut out for them as they explore solutions to preserve their commercial tax[…]
State Governments Face Diverging Outcomes in a Downturn
Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.
Fed Mad Libs: Diction & A Dovish Tilt
Markets tend to pay close attention to what the Fed says (or doesn’t). Chief Economist Brian Horrigan breaks down some[…]
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop
It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
Can the ECB Teach an Old Dog New Tricks?
Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy[…]
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