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Pulse Check: What Our Credit Health Index Reveals About the Credit Cycle
Megan Wan, CFA, Quantitative Analyst, and Tyler Silvey, CFA, Global Macro Strategist, talk about the CHIN and what it’s telling[…]
Are French and Italian Yields More “Normal” Than You Think?
French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory[…]
October 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
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[…]
Choose Your Own (Floating-Rate) Adventure: Considerations for Investing in CLOs and Bank Loans
A surge in CLO demand has fueled expansion of the CLO and broadly syndicated loan markets. Here’s what we think[…]
The Evolution of Frontier Emerging Markets Debt
During 2025 we have seen a rotation of institutional capital from US to global assets, and within fixed income, EM[…]
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