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Trade Breakdown: Where are the Trade Deficits?
The Loomis Sayles Macro Strategies team breaks down the US trade deficit by sector and country to provide helpful context[…]
Core Plus Fixed Income & Core Plus Full Discretion Strategy Highlights
The Relative Return and Full Discretion teams both utilize a credit cycle framework and input from Loomis Sayles research analysts,[…]
Antimicrobial Resistance Overview
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
Corporate Health: Resilience in the Face of Higher Costs
Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]
An LDI Playbook for 2025
As we head into 2025, corporate pensions continue to sit in a comfortable position relative to history.
The Surprises of the Past Year
We asked our investors and traders about surprises that shaped the markets in 2024. One major theme emerged. For more[…]
Squeezing Juice Out of the Credit Markets
Our experts break down the dynamics they think will drive credit markets in 2025. For more insights: https://www.loomissayles.com/insights/credit-compass-mapping-the-markets-as-conditions-evolve-page/
Priced for Perfection? Weighing the Major Risks of 2025
Our investors and traders sound off on the risks that could shake global financial markets in 2025. For more insights:[…]
What the Market Might Be Missing
Our experts tackle current market themes and lay out where they disagree with consensus. For more insights: https://www.loomissayles.com/insights/credit-compass-mapping-the-markets-as-conditions-evolve-page/
Investment Grade Credit Outlook: Fundamentals in Focus
Devon McKenna digs into his outlook for investment grade credit, including the trends he expects to carry over from 2024[…]
European Credit Outlook: Robust Technicals Amid Subdued Growth
The Loomis Sayles Global Fixed Income Team share their 2025 outlook on the European credit market, including what they expect[…]
Macro Outlook: Sticking to the Soft Landing
Global Macro Strategist Craig Burelle kicks off our annual outlook series with his views on the macroeconomic landscape.
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