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Alpha Engine Perspectives
Solvency II Reform: Why European Insurers Should Revisit Securitised Credit
September 18, 2026•9 min read

Solvency II Reform: Why European Insurers Should Revisit Securitised Credit

Solvency II reform cuts capital charges on senior European securitisations by up to 78% starting January 2027, reshaping the case[…]

Structured Finance
Alpha Engine Perspectives
Securitized Credit Exposure to the Middle East Conflict
March 19, 2026•7 min read

Securitized Credit Exposure to the Middle East Conflict

As geopolitical risk rises, spillover effects on securitized assets are anything but uniform. The Loomis Sayles Structured Finance team examines[…]

Structured Finance
Alpha Engine Perspectives
Three Questions on GSEs’ $200 Billion Agency MBS Purchase Program
January 22, 2026•6 min read

Three Questions on GSEs’ $200 Billion Agency MBS Purchase Program

Loomis Sayles' Structured Finance Team dissects a new policy initiative directing government-sponsored enterprises (GSEs) to increase their purchases of agency[…]

Structured Finance
Market Commentary & Outlook
2026 Outlook for Structured Finance: Q&A
January 8, 2026•5 min read

2026 Outlook for Structured Finance: Q&A

Investment Strategist David Rittner discusses potential diamonds and landmines within structured finance in 2026.

Structured Finance
Alpha Engine Perspectives
Tracking a Likely Expansion of the European Securitisation Market
October 17, 2025•2 min read

Tracking a Likely Expansion of the European Securitisation Market

The Loomis Sayles Structured Finance Team discusses new legislation that they believe has the potential to unlock significant investments and[…]

Structured Finance
A Welcome Revival: How EU Reforms Aim to Boost Securitisation & Implications for Insurer Demand
September 11, 2025•11 min read

A Welcome Revival: How EU Reforms Aim to Boost Securitisation & Implications for Insurer Demand

The European securitisation market is undergoing a major revival, driven by 2025 legislative proposals aimed at easing regulatory burdens, which[…]

Structured Finance
Alpha Engine Perspectives
The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking
June 5, 2025•6 min read

The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking

Investment Strategist David Rittner and Senior Research Analyst Amit Patel take a look at a key risk factor for structured[…]

Structured Finance
Alpha Engine Perspectives
Fiber ABS: Financing the Future of Digital Infrastructure
November 11, 2024•6 min read

Fiber ABS: Financing the Future of Digital Infrastructure

Loomis Sayles' Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to consider when[…]

Structured Finance
Alpha Engine Perspectives
Securitized Assets: Technicals Create Opportunity
August 31, 2023•14 min read

Securitized Assets: Technicals Create Opportunity

Our Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential opportunity in[…]

Structured Finance

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