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Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
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[…]
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[…]
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”[…]
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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