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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[…]
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[…]
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[…]
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.
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[…]
Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to consider when[…]
Will Government Debt be the Next Big Thing for Bond Markets?
As a rule, deficits do not matter until they suddenly do. Across DM economies, a broad pattern of structural and[…]
Will an ECB Cut be the Catalyst That Moves Currency Markets?
Hank Lynch and Marianne Winkelman share their thoughts on a potential ECB rate cut and the implications for currency markets.
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