Insights

Economic & Cycle Views

February 14, 2025•6 min read

Corporate Health: Resilience in the Face of Higher Costs

Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]

Macro Strategies

Alpha Engine Perspectives

February 7, 2025•11 min read

An LDI Playbook for 2025

As we head into 2025, corporate pensions continue to sit in a comfortable position relative to history.

Pension Solutions

Alpha Engine Perspectives

February 5, 2025•6:20 min

The Surprises of the Past Year

We asked our investors and traders about surprises that shaped the markets in 2024. One major theme emerged. For more[…]

Alpha Engine Perspectives

February 5, 2025•5:06 min

Squeezing Juice Out of the Credit Markets

Our experts break down the dynamics they think will drive credit markets in 2025. For more insights: https://www.loomissayles.com/insights/credit-compass-mapping-the-markets-as-conditions-evolve-page/

Alpha Engine Perspectives

February 5, 2025•5:04 min

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:[…]

Alpha Engine Perspectives

February 5, 2025•5:14 min

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/

Alpha Engine Perspectives

February 4, 2025•4 min read

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[…]

Relative Return

Alpha Engine Perspectives

January 31, 2025•1 min read

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[…]

Full Discretion

Alpha Engine Perspectives

January 31, 2025•3 min read

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[…]

Global Fixed Income

Alpha Engine Perspectives

January 17, 2025•4 min read

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.

Municipal Bond

Alpha Engine Perspectives

January 13, 2025•5 min read

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[…]

Full Discretion

Alpha Engine Perspectives

January 10, 2025•4 min read

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[…]

Full Discretion