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The Importance of Income (Video)
In a recent video, Ken Johnson comments on the importance of income and the potential benefits of owning bonds in[…]
Credit Check: The Full Discretion Approach to Credit Selection
Credit markets are frequently moving. During our decades as bond investors, we’ve seen them frozen during times of crisis, frothy[…]
Municipal Bond Outlook: Strong Demand Likely to Buoy the Market
Read our 2025 outlook for the municipal bond market, including views on demand, issuance, and expected tax policy proposals.
Bank Loans Outlook: Par for the Course
We share our outlook on the bank loan market in 2025 and why we expect continued strong demand.
Liability Management Exercises: Looking Beyond the Headlines
The increasing complexity and volume of liability management exercises in today’s market present both challenges and opportunities. Portfolio Manager Peter[…]
High Yield Credit Outlook: Defaults in Check, Carry in Play
Looking ahead, the fundamental picture for the high yield market continues to look solid, supported by a positive earnings backdrop[…]
Put Away the Broad Brush: Recognize EM Debt Distinctions
We believe blanket statements about the EMD debt universe should be a thing of the past. Read on to learn[…]
January 2025 Investment Outlook
Solid fundamentals should help drive positive credit and equity market performance into 2025.
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.
Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Mortgage & Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS[…]
Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Mortgage and Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to[…]
Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle
The Loomis Sayles Macro Strategies Team reacts to the initial US election results and the potential impact on fiscal policy,[…]
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