Insights

Economic & Cycle Views

April 25, 2024•5 min read

Corporate Health Restoration Remains on Track

Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]

Macro Strategies

Alpha Engine Perspectives

April 8, 2024•10 min read

Russia-Ukraine: The Beginning of the End?

Global Macro Strategist Hassan Malik breaks down the strategic and economic realities at play as the Russia-Ukraine war grinds on.

Macro Strategies

Research Insights

March 19, 2024•5 min read

Weathering the Storm: Not-for-Profit Hospitals Four Years Post-COVID

Senior Fixed Income Analyst Allison Bretz discusses the state of the nonprofit hospital sector and the lessons learned since the[…]

Credit Research

Market Commentary & Outlook

March 7, 2024•6 min read

Global GDP Themes and Forecasts

What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.

Macro Strategies

Alpha Engine Perspectives

February 27, 2024•4 min read

Rethinking the EM Corporate Bond Asset Class: Insights for Insurers

Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to[…]

Emerging Markets Debt

Alpha Engine Perspectives

February 15, 2024•4 min read

Structured Finance Outlook: Supply, Demand and the Consumer

The Loomis Sayles Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS and more.

Structured Finance

Alpha Engine Perspectives

February 13, 2024•7 min read

Waiting to Exhale: Commercial Real Estate Lending and Small Banks

Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.

Alpha Engine Perspectives

January 31, 2024•5 min read

EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.

Market Commentary & Outlook

January 29, 2024•1 min read

Credit Compass: Mapping the Markets in 2024

Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.

Market Commentary & Outlook

January 26, 2024•4 min read

IG Credit Outlook: Potential for a Technical Tailwind

The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.

Market Commentary & Outlook

January 22, 2024•3 min read

Euro Credit Outlook: Cautious on Weakening Fundamentals

The Loomis Sayles Global Credit Sector Team shares their expectations for euro IG credit, including the technical themes they’re watching[…]

Market Commentary & Outlook

January 16, 2024•5 min read

EM Debt Outlook: Growth Drivers Persist

EM credits could benefit from the tamer inflation outlook and persistent growth drivers in a variety of industries.