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Credit Compass: Mapping the Markets as Conditions Evolve
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
The Future of the UK Economy Under Labour’s Policy Framework
Major political shifts in the UK have historically been followed by profound economic changes, and this occasion might be no[…]
Higher for Longer: A Window of Opportunity for Cash Flow Generating Strategies?
We think it is an opportune time to consider cash flow generating strategies that can capitalize on the currently higher[…]
Corporate Health Restoration Remains on Track
Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]
Weathering the Storm: Not-for-Profit Hospitals Four Years Post-COVID
Senior Fixed Income Analyst Allison Bretz discusses the state of the nonprofit hospital sector and the lessons learned since the[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to[…]
Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Mortgage & Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS[…]
Waiting to Exhale: Commercial Real Estate Lending and Small Banks
Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Credit Compass: Mapping the Markets in 2024
Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.
IG Credit Outlook: Potential for a Technical Tailwind
The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.
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