Commentary

The Polar Vortex and Texas’ Municipal Power Market

About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The deep cold forced power plants in Texas to take production offline, leading to rolling blackouts and leaving more than four million households without power.

Commentary

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.

Commentary

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 of our GDP growth expectations around the globe.

White Paper

The Loomis Sayles Global Fixed Income Team Approach to ESG & Corporate Issuers

Engaging on ESG issues across our portfolios is part of our commitment to providing superior investment returns.

Commentary

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 of CLO manager behavior.

Commentary

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 on oil producers and production.

Commentary

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.

Commentary

2021 Outlook: Three Questions for the Municipal Sector Team

The Loomis Sayles Municipal Sector Team discusses key themes that may impact the municipal market in 2021.

Commentary

2021 Outlook: Three Questions for the Investment Grade Sector Team

The Loomis Sayles Investment Grade Sector Team answers three questions on their outlook for 2021.

Commentary

2021 Outlook: Three Questions on Bank Loans

John Bell shares his thoughts on yields, defaults and the role of CLOs in the loan market in 2021.

Commentary

2021 Outlook: Three Questions for the Global Credit Sector Team

Loomis Sayles' Global Credit Sector Team shares their outlook on key themes in the euro credit space.

Commentary

2021 Outlook: Three Questions for the Emerging Markets Debt Sector Team

The Loomis Sayles Emerging Markets Debt Sector Team shares their views on corporate spreads, foreign exchange and leverage in 2021.

Commentary

2021 Outlook: Three Questions on Emerging Market Equities

Ashish Chugh discusses his outlook on EM equities in 2021.

Commentary

Senate Split Likely to Draw Policy Toward the Center

A look at what a 50-50 split in the Senate could mean for President-elect Biden’s policy proposals and nominees for courts, agencies and his cabinet.

White Paper

Loomis Sayles Investment Outlook January 2021

We believe key ingredients are in place for global financial markets to continue discounting the recovery phase of the credit cycle.