Insights

Alpha Engine Perspectives

January 11, 2024•3 min read

Bank Loans Outlook: On Firm Footing

Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.

Full Discretion

Market Commentary & Outlook

January 9, 2024•3 min read

High Yield Credit Outlook: Compelling Carry & Structural Tailwinds

The Loomis Sayles High Yield Sector Team shares its views on the high yield credit market, including the trends and[…]

Alpha Engine Perspectives

January 5, 2024•4 min read

Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster

Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for[…]

Municipal Bond

Market Commentary & Outlook

January 3, 2024•5 min read

Macro Outlook: Rates and Profits Critical to the Path Forward

Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.

Macro Strategies

Market Commentary & Outlook

December 19, 2023•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.

Alpha Engine Perspectives

December 13, 2023•14 min read

Analyzing Biodiversity in Global Fixed Income Portfolios

The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]

Global Fixed Income

Economic & Cycle Views

December 4, 2023•1 min read

What’s Next for the Credit Cycle?

At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy. Read on for[…]

Alpha Engine Perspectives

November 14, 2023•5 min read

EM Corporates & ESG: A Surprisingly Strong Opportunity Set

Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.

Alpha Engine Perspectives

November 9, 2023•3 min read

Transformative Technology: A Look at Industrials, Healthcare & Financials

As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]

Global Equity Opportunities

Alpha Engine Perspectives

October 31, 2023•3 min read

Three Questions on Inflation with Michael Gladchun

Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]

Relative Return

Economic & Cycle Views

October 26, 2023•4 min read

Corporate Health is On the Mend, Powered by Manufacturing

Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.

Alpha Engine Perspectives

October 13, 2023•1 min read

Asset-Backed Securities: A Bright Spot in the Credit Landscape

In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]