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Alpha Engine Perspectives
The Municipal Market May Be on the Brink of a Dramatic Shift
May 24, 2021•5 min read

The Municipal Market May Be on the Brink of a Dramatic Shift

Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
May 18, 2021•1 min read

Global GDP Themes and Forecasts (Infographic)

Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Market Commentary & Outlook
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
May 5, 2021•3 min read

Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
Research Insights
The American Jobs Plan and its Impact on the Power Sector
May 4, 2021•5 min read

The American Jobs Plan and its Impact on the Power Sector

Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the[…]

Credit Research
Alpha Engine Perspectives
Post-COVID Trials and Trends in Consumer ABS
April 30, 2021•4 min read

Post-COVID Trials and Trends in Consumer ABS

The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Structured[…]

Structured Finance
Market Commentary & Outlook
Chart of the Week: Commodity Prices Pop as Demand Takes Off
April 28, 2021•1 min read

Chart of the Week: Commodity Prices Pop as Demand Takes Off

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Market Commentary & Outlook
Even Central Banks Experiment
April 21, 2021•2 min read

Even Central Banks Experiment

We have witnessed central banks implement, reduce and exit quantitative easing programs to influence interest rates. Yield curve control is[…]
Research Insights
Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC
April 20, 2021•2 min read

Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC

Senior Credit Research Analyst Joanne McIntosh looks at recent CDC guidance and what it might take to get cruiselines sailing[…]

Credit Research
Market Commentary & Outlook
Loomis Sayles' Investment Outlook – April 2021
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
After 2020’s Record Bond Issuance
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
Are Emerging Market Assets Vulnerable to Another Taper Tantrum?
March 22, 2021•4 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
Be Cautious About Upcoming Data
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[…]
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