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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[…]
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience[…]
Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction
Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his[…]
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[…]
Surprises from the First Half of 2023: Our Investors Weigh In
We asked a few of our investors to share an unexpected development that changed their outlook or the opportunity set[…]
Corporate Health Stabilizes, but We Expect More Weakness Ahead
Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit[…]
Debt Ceiling Drama: We’re in for a Nail-Biter
Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
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[…]
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