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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[…]
Full Discretion Team Quarterly Credit Update
In our view, the credit cycle remains firmly in a late cycle phase, with economic growth likely to slow in[…]
European ABS: A Generational Allocation Shift?
European ABS markets are on the verge of a generational shift. In a new article from Natixis Investment Managers, Sébastien[…]
European ABS: No Losses for a Quarter Century and a Proven Inflation-Buster
Volatility and inflation pose significant challenges for investors today. In a new article for Natixis Investment Managers, Sébastien André, Euro[…]
What Can Structured Finance Do for Your Portfolio?
Explore why we believe structured finance can offer investors diversification and attractive risk-adjusted yields relative to more common bond portfolio[…]
Extra Credit
Market volatility during the first quarter was increasingly shaped by the emergence of geopolitical risk tied to the escalation of[…]
Strait of Hormuz Disruption and the Long Tail of Higher Oil Prices
Saurabh Lele illustrates the scale of oil disruption and why he thinks oil prices will remain above pre-conflict levels for[…]
A Dynamic Approach to Core Fixed Income Investing
Investor demand for core fixed income strategies may wax and wane based on the interest rate environment. But, we believe[…]
Loomis Sayles Centennial Hub – New Artifacts
The Centennial Hub has been refreshed with new stories and features that highlight the people, history and ideas that shape[…]
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