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Yields on US Treasury notes maturing five years and longer have topped 5%. In 2023, we found that extending duration[…]
Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
Inside the Loomis Sayles Private Credit Team
Go inside the Loomis Saylesā Private Credit Teamās disciplined, collaborative process for evaluating private credit opportunities and structuring solutions for[…]
Private Credit: Myth vs. Reality
Private credit is often viewed as high-risk, opaque and limited to institutional investors. Greg Ward addresses these common misconceptions and[…]
The Complexity Premium in Private Credit
Complex financing needs can create compelling opportunities in private credit. Nathan McConnell explains how experienced investors can underwrite these structures[…]
144A-For-Life Securities: A Growing Presence in High Yield
In 2007, the SEC amended Rule 144A to increase the liquidity of privately sold securities, make private offerings more attractive[…]
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[…]
Solvency II Reform: Why European Insurers Should Revisit Securitised Credit
Solvency II reform cuts capital charges on senior European securitisations by up to 78% starting January 2027, reshaping the case[…]
Emerging Markets Debt Blended Total Return Monthly Strategy Update
This monthly review is intended to provide timely insight on recent performance, a current view of exposures, EM Credit &[…]
Pursuing Consistent SMID Growth Returns
Investors in small- to medium-sized (SMID) growth companies know that emerging businesses can offer considerable opportunity but also pose some[…]
Loomis Sayles Core Plus Full Discretion: A Differentiated Approach
After an extended period of low interest rates, the yield reset in 2022 has investors re-thinking their approach to ācoreā[…]
Full Discretion Team Quarterly Credit Update
We believe the credit cycle remains firmly in a late cycle phase, based on positive wealth effects, supportive fiscal policy,[…]
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