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Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
July 2026 Investment Outlook
We believe the expansion phase of the global credit cycle will continue through 2026, backed by decent economic growth and[…]
Back to the Future? US Autos Face a 1970s-Style Shock
Are US auto credit spreads mispricing risk? As the industry faces a convergence of Chinese competition, rising EV investment costs,[…]
What’s Next for the Credit Cycle?
We expect the credit cycle to remain in expansion with steady growth, a Federal Reserve on hold and positive risk[…]
Explaining Municipal Bond SMAs
Learn how municipal bond separately managed accounts can offer portfolio customization, diversification, and tax-aware investing tailored to client needs.
What Policy Changes Mean for Healthcare
How are legislative changes affecting non-profit healthcare? Derek Endsley breaks down the policy pressures facing providers today.
Sustainability and Munis: Finding the Signals That Matter
Explore how sustainability factors fit into municipal bond research, from climate risk to governance and long-term credit quality.
Corporate Health Outlook: Sentiment Cools, but Fundamentals Hold
A survey of Loomis Sayles’ credit analysts found that corporate health is holding steady thanks to solid profitability and manageable[…]
Why Insurance Companies Should Consider Emerging Market Corporate Debt
Discover why EM corporate bonds may represent underappreciated sources of resilient yield and diversification—powered by strong fundamentals and smart risk[…]
Credit convergence: A framework for public-private income solutions
Explore the convergence of public and private credit markets and an integrated platform built to discover value across the full[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies Team shares a regional breakdown of their growth expectations across the globe.
Extra Credit
The bond market appears to be approaching a level we would consider closer to fair value. Momentum and fear are[…]
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