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
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[…]
What’s Next for the Credit Cycle?
At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy. Read on for[…]
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,[…]
Corporate Health is On the Mend, Powered by Manufacturing
Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.
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[…]
How Can Municipalities Deal with the Lack of Affordable Housing?
Housing affordability has been stretched thin across the United States. Joe Prestamer and Michelle Luu discuss some of the ways[…]
Shifting Trends Favor European Banks vs. US Banks for the First Time in Years
Credit Research Analysts Greg Schantz and Julian Wellesley dive into why they favor European banks vs US banks and why[…]
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
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[…]
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[…]
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.