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
2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR
Cheryl Stober shares her views on key themes in the bank loans space in 2022.
2022 High Yield Credit Outlook: Views on Policy, Ratings and Opportunity
Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity[…]
COVID-19: Prepare for the Transition from Pandemic to Endemic
COVID-19 variants may come and go, but Senior Commodities Analyst Saurabh Lele thinks investors should plan for a longer-term scenario:[…]
ESG Engagement Series: Transportation & Infrastructure Company
This installment of our ESG Engagement Series unpacks the relationship between a European transportation and infrastructure company and Senior Credit[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
Shake, Rattle and Roll: Is the Growth/Inflation Dance Out of Step?
Chief Economist Brian Horrigan shares his latest thoughts on current growth and inflation dynamics.
Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]
ESG Engagement Series: Auto Manufacturer
This installment of our ESG Engagement Series unpacks the relationship between a leading auto manufacturer and Loomis Sayles Credit Researchers.
The Perfect Storm Behind the Gas Price Surge
While the surge in gas prices seems to have surprised the market, it’s been more than nine months in the[…]
Is Evergrande a Systemic Risk to China?
Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.
A Guide to Understanding China’s Regulatory Crackdown
Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
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.