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Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster
Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for[…]
Analyzing Biodiversity in Global Fixed Income Portfolios
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
EM Corporates & ESG: A Surprisingly Strong Opportunity Set
Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.
Transformative Technology: A Look at Industrials, Healthcare & Financials
As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]
Three Questions on Inflation with Michael Gladchun
Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]
Asset-Backed Securities: A Bright Spot in the Credit Landscape
In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]
Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold
Loomis Sayles’ Mortgage and Structured Finance team believes systemic stresses emanating from the intersection of banking and commercial real estate[…]
Securitized Assets: Technicals Create Opportunity
Our Mortgage and Structured Finance Team breaks down the technicals driving securitized markets and how these factors have created potential[…]
Biodiversity: The Nature of Investing
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions
Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
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