Insights We support teams of portfolio managers, research analysts, and traders who work together to stimulate thoughtful discussions, explore ideas, offer insights, and seek to identify opportunities. Maurice Leger, CFAHead of Global Distribution(617) 535-5357Contact Macro & Market CommentaryManager InsightResearch & Perspectives Macro & Market Commentaryresearch4/2025What's Next for the Credit Cycle? research04/2025Investment Outlook: April 2025 research1/2025Investment Outlook: January 2025 research10/2024Investment Outlook: October 2024 research8/5/2024Loomis Sayles Mortgage & Structured Finance Team Broadens Capabilities to Include European ABS research07/2024Investment Outlook: July 2024 research04/2024Investment Outlook: April 2024 research1/2024Investment Outlook: January 2024 research10/2023Investment Outlook: October 2023 video7/2023Broad Resilience Among EM Economies Can Contribute to a Constructive Outlook video7/2023In the Loan Market, A Shift Toward Secured Bond Issuance Has Started video7/2023In the Loan Market, A Shift Toward Secured Bond Issuance Has Started video7/2023Positive Surprises in Brazil Underline Structural Improvements video7/2023Stronger-Than-Expected Labor Market Could Point to a More Resilient Economy video7/2023Municipal Curve Inversion Creates Potential “Double-Decker” Opportunity research07/2023Investment Outlook: July 2023 research04/2023Investment Outlook: April 2023 research1/2023Investment Outlook: January 2023 video11/2022What is Driving the US Treasury Market Right Now? video11/2022Change in Sentiment for the Investment Grade Market video11/2022Where Are the Cracks; Why Isn't High Yield Selling Off? research10/2022Investment Outlook: October 2022 research7/2022Investment Outlook: July 2022 research4/2022Investment Outlook: April 2022 video3/2022Unleashing the Superpower of Bonds research1/2022Investment Outlook: January 2022 video12/2021Top Five Themes to Watch in 2022 research10/2021Investment Outlook: October 2021 research7/2021Investment Outlook: July 2021 video6/2021Investment Insights & Application in a Post-Pandemic World research4/2021Investment Outlook: April 2021 video12/2019Cautiously Optimistic on Fixed Income in 2020 video12/2019Seeing 2020: Loomis Sayles Experts on the Year Ahead video1/2019Active Investors Get Selective in 2019 video10/2018Geography of Income: Going Global in Your Search for Quality IssuersAccess Archive Manager Insightresearch04/17/2025The Inside Adviser - Recognising the risk and reaping the reward research03/2025Loomis Sayles Core Plus Fixed Income: Navigating Dynamic Markets with Tactical Flexibility research2/2025Antimicrobial Resistance Overview video2/2025Beware of the Hype: Potential Pitfalls and Opportunities in AI research02/2025Credit Compass: Mapping the Markets as Conditions Evolve video2/2025Priced for Perfection? Weighing the Major Risks of 2025 video2/2025Squeezing Juice Out of the Credit Markets video2/2025The Surprises of the Past Year video2/2025What the Market Might Be Missing research2/2025An LDI Playbook for 2025 research1/2025Credit Check: The Full Discretion Approach to Credit Selection research12/2024The Challenge of Duration Calls in Core Fixed Income Strategies research2/2021Demystifying TIPS research11/2024Securitized Asset Update: Performance and Collateral Fundamentals research06/2024Yield Reset Spurs the Return of Multisector Fixed Income video09/2024Brian Kennedy & Rick Raczkowski – Loomis Sayles | 2024 Fixed Income & Credit video09/2024Emerging Markets' Balancing Act: Pursuing Growth Amid Higher Rates video08/2024The Loomis Sayles Advantage video07/2024Anticipating Volatility & Potential Opportunity in the IG Market video07/2024Four Signals on Our Radar video07/2024Is the European Credit Market Headed Toward Record Inflows? video07/2024Surprises from the First Half of 2024 video07/2024The Budget, Balance Sheets & Treasury Market Volatility video07/2024What is the Market Mispricing? video07/2024Will High Yield Remain on Firm Footing? research05/2024Pursuing Consistent SMID Growth Returns research5/2024Core Disciplined Alpha: Portfolio Turnover, Risk and Trading Costs research5/2024The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy research5/2024Overview of Securitized Indices research05/2024Bank Loans: Looking Beyond Interest Rate Expectations video02/2024Customization Adds Value: Meet the CIS Team video02/2024Why Short Duration EM Corporates Now? video11/2023The Art of Combining ESG & Financial Data video11/2023The Euro Credit Team’s Conservative Alpha Investment Philosophy video11/2023The Euro Credit Team: Equipped to Capitalize on Market Opportunities video9/2023Broad Experience and a Singular Passion: Loomis Sayles' ABS Team video9/2023Choose Your Flavor of Opportunity in ABS video9/2023Finding Value in All Flavors of ABS video9/2023Integrating Structured Credit into Custom Income Strategies video9/2023What Value Can ABS Provide to Insurance Companies? research08/2023Securitized Assets: Technicals Create Opportunity video3/2023Global Allocation: A Portfolio Designed for Performance video3/2023Meet the Managers Behind Global Allocation research2/2023Disciplined Alpha: Building Consistent Alpha, Bond by Bond research02/2023Considerations for Insurers Weighing an EM Corporate Debt Allocation video12/2022Finding Value in Today’s Market With Global Allocation video09/2022Credit Complexities: Where Could the Excesses Be This Cycle? research6/2022Life After QE video06/2022Ukraine & Food Scarcity Fears: Myths vs. Reality video5/2022Rising Rates, Resilient Portfolios research5/2022Insurance ESG Considerations: A Practitioner's Viewpoint on Portfolio Customization video3/2022No Reset Button: A New Age for Geopolitics and Global Markets video03/2022Why Putin is Committed to His War video10/2021A Fixed Income Predicament: The Case for a Flexible, Active Approach research8/2021Measuring Carbon Risk with the Disciplined Alpha PI Metric research6/2021Asia High Yield Outlook (June 2021) research6/2021Three Questions on Liability Hedging video6/2021Bottoms Up! Identifying the Advantage in the Global Beer Value Chain research2/2021Disciplined Alpha: Building Consistent Alpha, Bond by Bond research1/2021The Loomis Sayles Global Fixed Income Team Approach to ESG & Corporate Issuers research8/2020Loomis Sayles Global Allocation Fund Q&A research4/2020Is it Time to Invest in Global Credit? A Q&A with Loomis Sayles' Global Fixed Income Portfolio Managers research3/2020Growth Equity Strategies research3/2020Growth Equity Strategies research3/2020Investment Implications of COVID-19 and Pension Plans: What Plan Sponsors Need to Consider video2/2020Why a Portfolio Weighted Toward Equities Makes Sense Today research2/2020It’s All About the Algorithm: Three Ways to Assess AI in Investment Strategies research1/2020Loomis Sayles Investment Grade Bond Fund: A Different Approach for a Different Time research12/2019Loomis Sayles Investment Grade Bond: Who We Are video11/2019Staying Ahead of the Credit Cycle video8/2019Diversify Your Approach with Multi-Asset Credit video8/2019Why Investing in a Multi-Asset Credit Strategy Makes Sense video3/2019Is the Cycle Over? What You Should Know. research2/2019Buy & Maintain: Understanding Loomis Sayles' Approach for Investment Grade Corporates research1/2019Rolling Cash Flow Immunization: A Solution for Managing Corporate DB Plan Benefit Payments research5/2018"Covenant-Lite" Loans: Credit Quality Is Still the Dominant Factor research2/2018Multi-Asset Credit Investing research5/2015Short-Duration Credit Solutions video2/2014Understanding Our Large Cap Growth StrategyAccess Archive Research & Perspectivesresearch4/2025Actions & Reactions: Rethinking the Global State of Play video03/2025Benefits of Internships for First-Generation Students video02/2025UWIN - Inspiring Young Investment Talent video02/2025Associate Development Program at Loomis Sayles video10/2024The Undergraduate Summer Internship Development Program research4/2024Russia-Ukraine: The Beginning of the End? research12/2023Analyzing Biodiversity in Global Fixed Income Portfolios research08/2023Biodiversity: The Nature of Investing video5/2023A Big-Picture Understanding of Corporate Health video4/2023Enabling Early Detection in the Credit Markets research10/2022LDI in the Crosshairs research9/2022Under Pressure: The Global Implications of a European Gas Crisis research4/2022Fed Lift-Off: Implications on Pension Liabilities research4/2022Reading Between the Lines of Kremlin Messaging research03/2022Just Like That - TIPS Enters the Spotlight research2/2022Consider the Less Obvious Dependencies on Russia video1/2022Think Differently with Loomis Sayles' Systematic Investing Strategies research8/2021BDCs: Tailwinds for Growth in an Overlooked, Underfollowed Sector research5/2021Long-Duration Fixed Income: Market Conditions and Implications for Pension Plans & Insurers research4/2021The Challenge of Stranded Assets in Metals and Mining research4/2021Risk Factors and Total-Return Options for Insurers research4/2021The Texas Power Market: A Post-Crisis Q&A research3/2021Yield Curve Control: An Experiment in Real Time research2/2021The Texas Energy Crisis and the Implications for High Yield Integrated Power Producers research8/2020Update on Energy Stranded Assets research7/2020Commercial Asset-Backed Securities: Pockets of Opportunity Remain research6/2020Three Questions on Credit: Environmental, Social & Governance (ESG) Factors research6/2020The New 20-Year Treasury Bond: Relevance for Pensions research5/2020COVID-19 Impacts on the CLO Market research5/2020Consumer ABS & COVID-19: Assessing the Impact research5/2020Three Questions on Credit: The Municipal Market research4/2020COVID-19 Impacts on Non-Agency RMBS and Housing Finance research4/2020Three Questions on Credit: Corporate Debt & Downgrades research4/2020Three Questions on Credit: Consumer ABS research4/2020Three Questions on Credit: High Yield research4/2020Three Questions on Credit: Considerations for Corporate Pension Plans research4/2020Three Questions on Credit: Lodging and Leisure research4/2020Three Questions on Credit: Opportunities for Insurance research3/2020The Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook research3/2020Fed Acts Fast and Furious....Again: Announces Rescue Liquidity for Corporate Sector research3/2020Pandemic and Price War: Industry Analysis of the Current Environment research3/2020Beyond the Label: An Assessment of the Green Bond Market video1/2020Know Your Loans - Why Active Management Matters research12/2019Unlocking the Credit Cycle research3/2018Loomis Sayles FX Trading: Capabilities, Strategies & Solutions research3/2018Loomis Sayles FX Trading: Capabilities, Strategies & Solutions research9/2017When Credit Diverges from Equity research8/2016Credit Migration: Worse Than You Think, Not as Bad as You Fear research1/2013Duration: Not the Whole StoryAccess Archive