Joel Weiss

Think broadly. Act decisively.

Our Latest Insights

Investment Outlook: April 2023

Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.

Cash Flow Generation for DB Plans: A Long-Term Strategy for Near-Term Liquidity Allocation

Cash flow generating allocations are designed to deliver coupon and maturity payments on a predictable schedule. This can help provide liquidity in a variety of market conditions and may reduce forced sales in volatile periods.

When Will Credit Get Its Due?

Higher yields could mean a better starting point. But there are plenty of economic and geopolitical wild cards on the table. Learn how inflation, defaults and other drivers could shape credit opportunities and risks.


A Big-Picture Understanding of Corporate Health

The Loomis Sayles Corporate Health Index (CHIN) provides a view of credit markets, integrating the fundamental with the macro to help identify factors that others might be missing or ignoring.

Enabling Early Detection in the Credit Markets

The Loomis Sayles Credit Analyst Diffusion Indices, or CANDIs, open up channels of communication to help us detect outliers and trends in the credit markets just as they emerge.

Global Allocation: A Portfolio Designed for Performance

The Loomis Sayles Global Allocation strategy seeks to bring together our best ideas from equity and fixed income. Watch to learn more about the bottom-up perspective and individual security selection that drive our approach.

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