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Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Weighing the Ingredients that Matter for Global Bank Credit Spreads
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
July 2025 Investment Outlook
Based on fundamentals, we expect the credit cycle’s expansion phase to continue despite ongoing geopolitical risk and trade uncertainty.
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Auto Sector Under Pressure: Tariffs, Strategies and Outlook
Andrew Henwood, from the Loomis Sayles Disciplined Alpha Team, discusses the impact of tariffs on autos and evaluating credit risk[…]
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's[…]
Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Weighing the Ingredients that Matter for Global Bank Credit Spreads
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
What’s Next for the Credit Cycle?
Credit markets are frequently moving. During our decades as bond investors, we’ve seen them frozen during times of crisis, frothy[…]
Impact of AI-Related Debt Financing on the Corporate Bond Market
The anticipated global expansion of data centers and artificial intelligence (AI) infrastructure over the next three to five years presents[…]
Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Extra Credit
When it comes to assessing value across various fixed income credit markets, we believe the big picture is essential. For[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Mortgage and Structured Finance Team discusses new legislation that they believe has the potential to unlock significant[…]
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