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Is Commercial Real Estate the Next Domino to Fall?

With signs of stress in the banking sector, we are starting to see the impact of 500 basis points..

Mortgage & Structured Finance Outlook: Where We See the Value

1. How have consumers weathered high inflation so far? What is your view on consumer asset-backed..

Quantitative Easing’s Positive Legacy for US Mortgage Holders

As the Federal Reserve raises rates in an effort to stifle inflation, what are the implications for..

Reading the Housing Sector: The Good, the Bad and the Surprising

By Loomis Sayles Research July 18, 2022

Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

Taking the Consumer’s Temperature

Consumer behavior is currently under a magnifying glass, as capital market tumult and inflation..

Don’t Discount Structural Housing Trends

The recent surge in interest rates and inflation has put the record strength in housing under a..

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About the Authors

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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