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Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Structured Finance Team discusses new legislation that they believe has the potential to unlock significant investments and[…]
Pulse Check: What Our Credit Health Index Reveals About the Credit Cycle
Megan Wan, CFA, Quantitative Analyst, and Tyler Silvey, CFA, Global Macro Strategist, talk about the CHIN and what it’s telling[…]
Are French and Italian Yields More “Normal” Than You Think?
French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory[…]
October 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy
We use Portfolio Impact (PI), a transparent and relatively straightforward risk measure, to help understand portfolio-level sector risk and issue-specific[…]
Choose Your Own (Floating-Rate) Adventure: Considerations for Investing in CLOs and Bank Loans
A surge in CLO demand has fueled expansion of the CLO and broadly syndicated loan markets. Here’s what we think[…]
The Evolution of Frontier Emerging Markets Debt
During 2025 we have seen a rotation of institutional capital from US to global assets, and within fixed income, EM[…]
A Welcome Revival: How EU Reforms Aim to Boost Securitisation & Implications for Insurer Demand
The European securitisation market is undergoing a major revival, driven by 2025 legislative proposals aimed at easing regulatory burdens, which[…]
Inside the Growth Equity Strategies Team
The Growth Equity Strategies (GES) Team—led by founder, CIO, and Portfolio Manager Aziz Hamzaogullari, CFA — is a recognized leader[…]
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