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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[…]
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[…]
Extra Credit
When it comes to assessing value across various fixed income credit markets, we believe the big picture is essential. For[…]
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[…]
Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
Loomis Sayles Strategic Alpha: A Low Volatility Multisector Approach
We believe a flexible, benchmark-agnostic fixed income strategy targeting 4-6% volatility can offer investors the ability to seek strong risk-adjusted[…]
Full Discretion Team Quarterly Credit Update
We believe the US economy continues to be in the late cycle phase of the credit cycle. Growth appeared to[…]
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 “core”[…]
Municipal Bond Management for Managed Accounts
Managed Accounts typically offer greater tax efficiency than traditional pooled investment vehicles such as mutual funds, increased customization in-line with[…]
Global Fixed Income Team Views
Monthly market outlooks from the Loomis Sayles Global Fixed Income Team offers strategy & perspectives on the market's movements.
The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy
We use Portfolio Impact (PI), a transparent and relatively straightforward risk measure, to help understand portfolio-level sector risk and issue-specific[…]
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