Commentary

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.

Commentary

Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster

Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for the year ahead.

Commentary

Macro Outlook: Rates and Profits Critical to the Path Forward

Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.

White Paper

Analyzing Biodiversity in Global Fixed Income Portfolios

Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management.

To date, we have found that due to limited data, tools and knowledge, the integration of biodiversity factors in investment research remains limited. Within the investment community, calls are growing to measure the impact and dependencies on biodiversity in portfolios. Market participants appear to be recognizing the importance and magnitude of potential risks and opportunities at play.

Commentary

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.

Commentary

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, and he sees progress ongoing if imbalances continue to normalize.

White Paper

Investment Outlook - October 2023

We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

Commentary

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 municipalities are tackling this complex issue.

Commentary

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 they see a potential opportunity in Yankee bank bonds.

Commentary

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 more pain in the months to come.

Commentary

Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction

Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his take on Fitch’s reasoning and highlights key differences between this event and the S&P downgrade of 2011.

Commentary

Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions

Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels in the first half of the year.

Commentary

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 Emerging Markets Equity team, weighs in on potential risks and opportunities.

Commentary

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.

Commentary

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 bases and maintain the vibrancy of their downtowns.