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Credit Market Risks: What the Euro Credit Team is Watching Now
From supply dynamics to M&A leverage to rate volatility, Rik den Hartog, Co-Head and Portfolio Manager for Euro Credit shares[…]
Managing Capacity in Euro Credit: Maintaining Alpha for Clients
Jeroen Potma, Investment Director explains why disciplined capacity management helps protect the Euro Credit Team’s ability to seek alpha and[…]
Navigating Euro Credit: Fundamentals, Valuations & Technicals
Pim van Mourik Broekman discusses overweight and underweight sectors, geopolitical risks and why diverging central‑bank actions may steepen the curve.
Goodbye, IEEPA Tariffs. What’s Next?
The end of IEEPA tariffs struck a major blow to the Trump administration’s trade and fiscal policy, but it doesn’t[…]
2026 Global Bond Credit Outlook: Q&A
What’s ahead for global credit in 2026? Loomis Sayles experts share why European investment grade bonds look resilient, and where[…]
2026 Outlook for Private Credit: Q&A
In the private credit sector, investment opportunities will likely be influenced by AI- and technology-related capital spending, an increase in[…]
2026 Outlook for Municipal Credit: Q&A
Senior Investment Analyst Ryan Friend discusses the dynamics he expects to drive municipal bond markets in 2026.
2026 Outlook for Investment Grade Credit: Q&A
Loomis Sayles experts share their outlook for 2026, covering supply, industry trends and more.
2026 Outlook for High Yield Credit: Q&A
Loomis Sayles experts discuss a foundational shift in the high yield credit market and their outlook going forward.
2026 Outlook for Mortgage and Structured Finance: Q&A
Investment Strategist David Rittner discusses potential diamonds and landmines within mortgage and structured finance in 2026.
2026 Outlook for Emerging Market Debt: Q&A
Loomis Sayles experts share why they expect continued resilience in emerging market debt in 2026.
2026 Macro Outlook: Q&A
Global Macro Strategist Craig Burelle kicks off our annual sector outlook series with his views on the macroeconomic backdrop.
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