Economy
Biden and the Paris Agreement: What Rejoining Could Mean for Investors
The US has officially rejoined the Paris Agreement on climate change, signaling a broader focus by the Biden administration on sustainability issues.
Banking, Finance, and the Biden Agenda: What’s Ahead?
Two Washington veterans share their insights on potential changes to the regulation landscape under President Biden – including taxes and sustainable investing.
Post-Crisis Washington: How Might Politics Inform New Legislation?
According to Bob Marsh of OB-C Group, policy formation in 2021 is likely to be informed as much by intra-party dynamics as it is by bipartisan tensions.
Familiar Factors Present as the VIX® Nears Record Run
Gateway Investment Advisers offers insight on the extended streak of high stock market volatility levels as it approaches the one year mark.
- March 3, 2021
3 Reasons to Consider Short-Term Bond ETFs in the Current Interest Rate Environment
Short-term bonds may be an option for investors looking to navigate a challenging fixed income market – here are three reasons why
Brexit and European Trade: What’s Been Accomplished – and What’s Next?
Macro specialist Esty Dwek and Seb Dance of Signum Global Advisors break down the market realities and political tensions of the Brexit trade agreement.
Housing Finance Reform and the Biden White House: What’s Next?
A look at the issue of government sponsored entity (GSE) reform and how it could affect housing finance and markets more broadly over the near and long term.
10 Factors to Shape the Recovery with Nouriel Roubini
Renowned economist and presidential advisor Nouriel Roubini on the top factors he is closely watching as global markets continue down their paths to recovery in 2021 and beyond.
Should Investors Be Leery of Inflation Risk?
Accommodative monetary and fiscal policy and potential post-pandemic supply/demand challenges are raising long-dormant questions about inflation.
Election 2020: Record Turnout, Razor-Thin Results, What Now?
A look at early Election 2020 results and what they could mean for policy and politics over the near term.
Where Are the Bankruptcies?
Despite record high unemployment during the pandemic, individual bankruptcy filings have fallen. What are the implications for portfolios?
Have Markets Become Addicted to Stimulus?
Fiscal and monetary action has helped avert a COVID-19 economic crisis, but should investors be concerned about too much of a good thing?
View from Washington: A Supreme Court Seat Enters the Election Fray
VP of Government Relations Susan Olson reflects on what the nomination process could mean for the 2020 elections.
Measuring the Sustainability of US Economic Recovery in COVID Times
Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.
The Economy Is Not the Stock Market – by the Numbers
Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.
Rumors of a Tech Bubble Are Highly Exaggerated
Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.
Getting the Big Picture: Multi-Asset Credit Investing
Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.
As the US Reopens, How Likely Is a Second COVID-19 Lockdown?
Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.
Five Perspectives on Emerging Market US Dollar Corporate Debt
A look at how the emerging market US debt sector has been affected by the social and economic consequences of the COVID-19 pandemic.
Restless Summer: Tracking the Post-COVID-19 Economy
As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.
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.
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.
COVID-19 Markets: A Look at Housing and Mortgages
The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.
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.
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.
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.
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.
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.
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.
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.
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.