Consumer ABS & COVID-19: Assessing the Impact

A look at how the economic effects of the COVID-19 pandemic have affected the consumer asset-backed securities (ABS) space.

  • May 20, 2020
Assessing the Global Credit Landscape

The Loomis Sayles Global Fixed Income portfolio management team shares its views on opportunities and risks in the global credit markets.

  • May 12, 2020
COVID-19 and Municipal Bonds: Market Outlook

A look at how the economic effects of the COVID-19 pandemic have impacted the municipal bond space.

  • May 12, 2020
COVID-19 Markets: A Look at Housing and Mortgages

The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.

  • May 5, 2020
Three Questions on Credit: Consumer ABS

COVID-19’s impact on consumer asset-backed securitized sectors is analyzed by mortgage and structured finance experts from Loomis, Sayles & Co.

  • April 22, 2020
The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Three Questions on Credit: Corporate Debt & Downgrades

A look at how the corporate debt has been affected by the COVID-19 pandemic – and an outlook for this market over the near term.

  • April 20, 2020
Three Questions on Credit: High Yield

A look at how the high yield credit market has been affected by the COVID-19 pandemic – and an outlook for the road ahead.

  • April 17, 2020
Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Three Questions on Credit: Lodging and Leisure

A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.

  • April 16, 2020
Has COVID-19 Created a Prime Time for Credit?

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

  • April 15, 2020
Crisis or Correction? – A Quant's View of the Coronavirus

What a crisis event is and how trend-following strategies began searching for crisis alpha as the virus spread is examined by AlphaSimplex’s Chief Research Strategist.

Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook

How COVID-19 is impacting various areas of the municipal bond market is examined by by Loomis, Sayles & Company’s Municpal Credit Research Team.

  • April 2, 2020
Fed Acts Fast and Furious Again: Rescue Liquidity for Corporate Sector

Corporate bond market implications of Fed’s latest action is analyzed by Loomis, Sayles & Company’s Chief Economist and Multisector PM.

Pandemic And Price War: Industry Analysis of the Current Environment

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

  • March 26, 2020
View from Washington: How Might COVID-19 Impact Election Season?

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Election 2020: From Iowa to Outbreak, Democrats Seek a Nominee

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

View from Washington: Markets, COVID-19 and the Federal Response

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

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Election 2020: Discussing the Path Forward for Democrats

Bob Marsh of OB-C Group discusses what went wrong in Iowa, Trump’s re-election prospects, and how presidential nomination favorites can be fleeting.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
Coronavirus and Global Markets: What Investors Should Know

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Ten Investor Risk Considerations for 2020

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

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What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

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A Year of Geopolitical Détente or Danger? Global Outlook 2020

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

Expansion & Valuations Favor Developing World: Emerging Markets Outlook 2020

Business fundamentals and market factors are aligning in a way that suggest a potentially strong year for emerging markets in 2020.

The Worth of Water Security for Sustainable Companies

Investors may want to pay attention to companies committed to addressing water security challenges and sustainable economic development.

Green Bond Investing and the Search for Sustainable Investment Value

Mirova’s fixed income specialists discuss how investors can find opportunities and encourage sustainability through green bonds.

Fixed Income Solutions: Green Bond Opportunities Sprouting Up

A look at green bond opportunities that allow investors to pursue income and make an impact with their portfolios.

Interest Rates: Why the Fed’s New Narrative Is ‘Lower for Longer’

A change in the way the Fed considers interest rate policy has the potential to be very important for both markets, investors, and portfolios.

Natixis Exchange: Politics, Trade and the Challenge of China

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

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From the Summit: The Disruptors

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

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From the Summit: Blockchain: Believe the Hype?

Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.

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From the Summit: Will Renewable Energy Transform Global Geopolitics?

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

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From the Summit: Is China Ready to Lead?

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

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From the Summit: The Power of Migration and Demography

Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.

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From the Summit: The New Geopolitical World Order

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

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From the Summit: The World in the Making: A Presidential Perspective

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

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From the Summit: The Future of Europe

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

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From the Summit: Shaping the Future of Active Management

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

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From the Summit: Ten Years After the Crisis: The Fallout and the Future

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.