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Three Questions on GSEs’ $200 Billion Agency MBS Purchase Program
Loomis Sayles' Structured Finance Team dissects a new policy initiative directing government-sponsored enterprises (GSEs) to increase their purchases of agency[…]
Loomis on Loans
The Morningstar LSTA Leveraged Loan index returned 5.90% in 2025 driven by strong interest income, as base rates remained higher[…]
Disciplined Alpha: Tight Risk Controls, Consistent Results
Learn why clients trust the Loomis Sayles Disciplined Alpha Team's well-defined investment process as a source of reliable fixed income[…]
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[…]
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 Structured Finance Team discusses new legislation that they believe has the potential to unlock significant investments and[…]
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[…]
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