Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
What’s Next for the Credit Cycle?
We expect the credit cycle to remain in expansion with steady growth, a Federal Reserve on hold and positive risk[…]
Explaining Municipal Bond SMAs
Learn how municipal bond separately managed accounts can offer portfolio customization, diversification, and tax-aware investing tailored to client needs.
What Policy Changes Mean for Healthcare
How are legislative changes affecting non-profit healthcare? Derek Endsley breaks down the policy pressures facing providers today.
Sustainability and Munis: Finding the Signals That Matter
Explore how sustainability factors fit into municipal bond research, from climate risk to governance and long-term credit quality.
Corporate Health Outlook: Sentiment Cools, but Fundamentals Hold
A survey of Loomis Sayles’ credit analysts found that corporate health is holding steady thanks to solid profitability and manageable[…]
Why Insurance Companies Should Consider Emerging Market Corporate Debt
Discover why EM corporate bonds may represent underappreciated sources of resilient yield and diversification—powered by strong fundamentals and smart risk[…]
Credit convergence: A framework for public-private income solutions
Explore the convergence of public and private credit markets and an integrated platform built to discover value across the full[…]
Mid Cap Equities: It’s Time to Pay Attention
Despite greater historical returns, we believe there is a relative underallocation to mid cap strategies.
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Extra Credit
The bond market appears to be approaching a level we would consider closer to fair value. Momentum and fear are[…]
Renewable Energy as a Geopolitical Shield
Alex Schober, Sustainability Analyst, discusses how renewable energy has the potential to help countries weather oil and gas turmoil.
Emerging Markets Corporate Bonds: Yield and Diversification for Insurance Portfolios
Discover why EM corporate bonds may represent underappreciated sources of resilient yield and diversification—powered by strong fundamentals and smart risk[…]
8664465.2.1
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.