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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[…]
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience[…]
Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction
Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his[…]
Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions
Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels[…]
Surprises from the First Half of 2023: Our Investors Weigh In
We asked a few of our investors to share an unexpected development that changed their outlook or the opportunity set[…]
Corporate Health Stabilizes, but We Expect More Weakness Ahead
Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit[…]
Debt Ceiling Drama: We’re in for a Nail-Biter
Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook
Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment[…]
Is Commercial Real Estate the Next Domino to Fall?
Markets are starting to worry about commercial real estate. Stephen L’Heureux, Global Commercial Real Estate Portfolio Manager & CMBS Strategist,[…]
A Recovery in Aircraft ABS Appears To Be Taking Flight
The Loomis Sayles Structured Finance team shares why they think aircraft asset-backed securities (ABS) are positioned to take flight.
Three Questions on Political Risk in Emerging Markets
With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
Capital Structures and Rising Debt Costs: How Concerned Should You Be?
Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober[…]
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