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The Loomis Sayles Full Discretion Team: Adapting Through the Evolution of Credit
With decades of public market experience, the Full Discretion Team applies a disciplined, cycle-based risk premium framework to navigate the[…]
Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
Capital Structures and Rising Debt Costs: How Concerned Should You Be?
Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]
Bank Loans Outlook: Don’t Miss Out on the Opportunity
Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]
2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR
Cheryl Stober shares her views on key themes in the bank loans space in 2022.
Demystifying CLO Demand for Leveraged Loans
Collateralized loan obligations are the largest source of demand in the loan market. Cheryl Stober breaks down some key drivers[…]
Only the Loan-ly: What You Should Know About Loan-Only Structures
Critics caution that loan-only structures leave senior-loan investors vulnerable because there is no subordinated debt. This, they say, can mean[…]
Senior Loans: A Slow and Steady Asset Class (Infographic)
As we learned in the childhood fable The Tortoise and the Hare, the tortoise’s steady pace puts him ahead of[…]
Bank Loans: Don’t Swipe Left
Losing interest in bank loans now that rates have begun to fall? Here are two factors that might have you[…]
Avoid Being “Burned” by Bank Loans
When talking with potential investors, a refrain we often hear is “I was burned by bank loans before, and now[…]
BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish[…]
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