Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
A 20-Year Milestone for Our Growth Equity Strategies Team
With the 20-year anniversaries of the Loomis Sayles Large Cap Growth and the Loomis Sayles All Cap Growth strategies, Loomis[…]
Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
Auto Sector Under Pressure: Tariffs, Strategies and Outlook
Andrew Henwood, from the Loomis Sayles Disciplined Alpha Team, discusses the impact of tariffs on autos and evaluating credit risk[…]
Impact of AI-Related Debt Financing on the Corporate Bond Market
The anticipated global expansion of data centers and artificial intelligence (AI) infrastructure over the next three to five years presents[…]
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[…]
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[…]
Inside the Growth Equity Strategies Team
The Growth Equity Strategies (GES) Team—led by founder, CIO, and Portfolio Manager Aziz Hamzaogullari, CFA — is a recognized leader[…]
Straight Talk for Strange Times: Fixed Income Experts Weigh In
Loomis Sayles experts share candid insights on some of the biggest questions facing fixed income markets today. Discover their perspectives[…]
Worldwide Reach; Local Expertise: Meet the Global Fixed Income Team
Fiber-optic technology is transforming the way we connect to the internet, and fiber asset-backed securities (fiber ABS) can offer a[…]
Loomis Sayles Disciplined Alpha: Tech-Related Energy Demands Present Challenges and Opportunities for Utilities
The rapid expansion of artificial intelligence (AI), cloud computing and digital infrastructure is reshaping global electricity demand.
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.