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July 2026 Investment Outlook
We believe the expansion phase of the global credit cycle will continue through 2026, backed by decent economic growth and[…]
Back to the Future? US Autos Face a 1970s-Style Shock
Are US auto credit spreads mispricing risk? As the industry faces a convergence of Chinese competition, rising EV investment costs,[…]
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[…]
All Insights
July 2026 Investment Outlook
We believe the expansion phase of the global credit cycle will continue through 2026, backed by decent economic growth and[…]
Back to the Future? US Autos Face a 1970s-Style Shock
Are US auto credit spreads mispricing risk? As the industry faces a convergence of Chinese competition, rising EV investment costs,[…]
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.
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[…]
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[…]
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[…]
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