Insights

Market Commentary & Outlook

April 12, 2021•1 min read

Loomis Sayles’ Investment Outlook – April 2021

We expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion.

Market Commentary & Outlook

April 1, 2021•4 min read

After 2020’s Record Bond Issuance, What Will 2021 Look Like?

New bond issuance exploded to record highs in 2020. What will 2021 supply look like?

Research Insights

March 22, 2021•3 min read

Are Emerging Market Assets Vulnerable to Another Taper Tantrum?

Senior Sovereign Analyst Gregory Hadjian outlines several important distinctions that suggest EM assets are in a stronger position today than[…]

Economic & Cycle Views

March 18, 2021•3 min read

Be Cautious About Upcoming Data

We are entering a period when data may be on a wild ride. Brian Horrigan shares why he thinks market[…]

Alpha Engine Perspectives

March 8, 2021•5 min read

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[…]

Relative Return

Alpha Engine Perspectives

March 4, 2021•3 min read

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[…]

Economic & Cycle Views

February 22, 2021•4 min read

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.

Research Insights

February 19, 2021•3 min read

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[…]

Credit Research

Market Commentary & Outlook

February 12, 2021•1 min read

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[…]

Alpha Engine Perspectives

February 2, 2021•5 min read

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[…]

Full Discretion

Research Insights

January 29, 2021•4 min read

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[…]

Credit Research

Alpha Engine Perspectives

January 27, 2021•5 min read

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.

Mortgage & Structured Finance