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Biodiversity: The Nature of Investing
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions
Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
Is Commercial Real Estate the Next Domino to Fall?
Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]
A Recovery in Aircraft ABS Appears To Be Taking Flight
The Loomis Sayles Mortgage and Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take[…]
Three Questions on Political Risk in Emerging Markets
With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
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[…]
Mortgage & Structured Finance Outlook: Where We See the Value
The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.
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.
Municipal Outlook: Fresh Opportunities After the Pressures of 2022
Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
The Municipal Market Looks Darkest Before the Dawn
While we are not forecasting an imminent reversal in the municipal market, we believe the bulk of this interest rate[…]
Quantitative Easing’s Positive Legacy for US Mortgage Holders
Loomis Sayles' Mortgage and Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.
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