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What’s Behind the Recent Rise in Real Yields?
Co-Director of Macro Strategies Tom Fahey and Director of US Rates Trading Michael Gladchun look at what's driving the recent[…]
Valuation Reversal in Muni Market
Jim Grabovac looks at the recent muni market selloff and why he thinks it was a valuation correction rather than[…]
Fiscal Policy: Veering Left and Moving Fast
Congressional leaders are aiming to pass a $1.9 trillion fiscal stimulus package by mid-March. This approach is not without risks.
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[…]
Global GDP Themes and Forecasts (Infographic)
Is global GDP growth poised for a potential boom once social distancing measures ease? Read on for a visual snapshot[…]
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[…]
2021 Outlook: Three Questions for the Mortgage and Structured Finance Sector Team
The Mortgage and Structured Finance Sector Team discusses key themes in the securitized market in 2021.
2021 Outlook: Three Questions for the Municipal Sector Team
The Loomis Sayles Municipal Sector Team discusses key themes that may impact the municipal market in 2021.
2021 Outlook: Three Questions for the Investment Grade Sector Team
The Loomis Sayles Investment Grade Sector Team answers three questions on their outlook for 2021.
2021 Outlook: Three Questions on the Macro Backdrop
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
2021 Outlook: Three Questions on Bank Loans
John Bell shares his thoughts on yields, defaults and the role of CLOs in the loan market in 2021.
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