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

It has been four years since the World Health Organization declared COVID-19 a pandemic and the..

Global GDP Themes and Forecasts

US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. S..

Rethinking the EM Corporate Bond Asset Class: Insights for Insurers

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you..

EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

Credit Compass: Mapping the Markets in 2024

By Loomis Sayles Research January 29, 2024

Markets appear to be priced for a soft landing in the United States, but plenty of economic and..

IG Credit Outlook: Potential for a Technical Tailwind

1. What’s your overall view of the investment grade (IG) credit market?

We believe IG corporate..

Euro Credit Outlook: Cautious on Weakening Fundamentals

1. What’s your view of the fundamentals and valuations in euro investment grade (IG) credit?

The..

EM Debt Outlook: Growth Drivers Persist

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Bank Loans Outlook: On Firm Footing

1. Bank loans had a great year in 2023, largely due to high base rates,[i] stable fundamentals and..

High Yield Credit Outlook: Compelling Carry & Structural Tailwinds

1. What’s your overall view of the high yield market as we enter the year?

Spreads are tight, but..

Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster

1. Rates rode quite a roller coaster last year as the Fed aggressively hiked rates. How did the..

Macro Outlook: Rates and Profits Critical to the Path Forward

Editor’s Note: Every year, Loomis Sayles features sector outlooks across the fixed income market...

Global GDP Themes and Forecasts

We are past peak inflation in major economies like the US and Europe, but questions remain..

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...

EM Corporates & ESG: A Surprisingly Strong Opportunity Set

Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..

Transformative Technology: A Look at Industrials, Healthcare & Financials

Throughout history, technology has propelled business innovation and advancement. As active equity..

Three Questions on Inflation with Michael Gladchun

Michael, prior to the pandemic we hadn’t seen high inflation rates for decades. What contributed to..

Corporate Health is On the Mend, Powered by Manufacturing

We believe corporate health is on the mend. The latest results from the CANDIs,[i] proprietary..

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

With tight spreads and elevated valuations in many credit markets, we think the asset-backed..

How Can Municipalities Deal with the Lack of Affordable Housing?

Affordability has been stretched thin across the United States as inflation, rising rates and..

Shifting Trends Favor European Banks vs. US Banks for the First Time in Years

By Loomis Sayles Credit Research September 18, 2023

For the first time since before the global financial crisis, European banks appear to be in a..

Global GDP Themes and Forecasts (Infographic)

Peak inflation appears to be in the past for major economies like the US and Europe, but..

Commercial Real Estate: We Believe the “Doom Loop” Continues to Unfold

Fundamentals in the commercial real estate market (CRE) market have deteriorated notably since last..

Corporate Health: Signs of Improvement, but Vulnerabilities Remain

The results from our latest quarterly survey of Loomis Sayles’ corporate credit analysts point to..

Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction

On 1 August, Fitch Ratings announced it was cutting the long-term rating of US Treasurys one notch..

Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions

Despite the run-up in interest rates and broader market uncertainty, the private fixed income..

Surprises from the First Half of 2023: Our Investors Weigh In

The market has seen its fair share of surprises in recent years, and the first half of 2023 was no..

A Recovery in Aircraft ABS Appears To Be Taking Flight

We believe fundamentals in the aircraft industry are in the midst of a strong recovery. Global..

Three Questions on Political Risk in Emerging Markets

By Eric Spencer, CFA, June 8, 2023

The line between economics and politics in emerging markets (EM) is becoming increasingly thin,..

Global GDP Themes and Forecasts (Infographic)

Consensus global growth forecasts have improved slightly since last month as economies continue to..

The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?

The rapid shift to hybrid work models has left many office buildings in America’s biggest cities..

Capital Structures and Rising Debt Costs: How Concerned Should You Be?

Interest costs have risen sharply with interest rates, sparking speculation about whether companies..

Debt Ceiling Drama: We’re in for a Nail-Biter

The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May,..

A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook

Fixed income markets have had plenty to digest this year and we’re barely into the second quarter...

Corporate Health Stabilizes, but We Expect More Weakness Ahead

After falling steadily for most of the past year, our latest quarterly survey of Loomis Sayles’..

State Governments Face Diverging Outcomes in a Downturn

State governments tend to boast strong creditworthiness. They have a multitude of revenue streams,..

Is Commercial Real Estate the Next Domino to Fall?

With signs of stress in the banking sector, we are starting to see the impact of 500 basis points..

Fed Mad Libs: Diction & A Dovish Tilt

Remember Mad Libs, the word game where players slot adjectives, nouns and verbs into a paragraph?..

Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop

It’s been—to put it mildly—an interesting week in the US Treasury market. The front end of the..

Can the ECB Teach an Old Dog New Tricks?

The European Central Bank (ECB) has started unwinding its largest quantitative policy measure on..

One Year Into the Russia-Ukraine War, and No End in Sight

One year after Russia’s invasion of Ukraine, we fear the prospects of peace remain remote and that..

Mortgage & Structured Finance Outlook: Where We See the Value

1. How have consumers weathered high inflation so far? What is your view on consumer asset-backed..

Corporate Health Weakens as Pricing Power Falls Sharply

A plunge in pricing power was one of the most notable developments we found in our latest quarterly..

IG Outlook: Positive Technicals, Deteriorating Fundamentals

1. What’s your overall view of the investment grade (IG) corporate bond market?

The IG corporate..

EM Debt Outlook: China Takes Center Stage

1. What is your outlook for growth in emerging markets next year, particularly in light of China’s..

Global Credit Outlook: Cautious on Turbulence & Technicals

1. Rate volatility was a major driver of global bond markets in 2022. European investment grade..

High Yield Outlook: Considering Catalysts for Wider Spreads

1. High yield spreads have stayed remarkably tight despite rising recession risks. How long do you..

Bank Loans Outlook: Don’t Miss Out on the Opportunity

1. Your team is anticipating a mild default rate for bank loans in 2023. Can you tell us more about..

Municipal Outlook: Fresh Opportunities After the Pressures of 2022

1. 2022 was a challenging year for the municipal bond market. What were the dynamics that drove the..

Macro Outlook: All Eyes on Central Banks’ Delicate Dance

Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed..

China’s Road to Reopening

The Chinese government has quickly changed course. After months of enforcing a zero-COVID-19..

Global GDP Themes and Forecasts (Infographic)

We believe the likelihood of a recession starting in 2023 has been increasing. While the Federal..

We Are Here: Thinking about Recession Risk

On the threshold of recession

Sad to say, we think the likelihood of a recession starting in 2023..

Corporate Health Indicators Signal an Economy in Transition

Our survey[i] on corporate health in the third quarter painted a picture of an economy in..

Market Risk and Midterm Elections: Eyes on the Senate

Midterm elections are next week on November 8 and turnout is expected to be high. It is also the..

The Municipal Market Looks Darkest Before the Dawn

Bond market investors were battered by rising rates during the first three quarters of the year...

Three Big Questions on the BoE’s Operations

The Bank of England (BoE) has intervened to stabilize specific parts of the gilt market in recent..

Topsy-Turvy UK Markets Reveal Risks in Policy Responses to the Energy Crisis

The rate and currency shocks in the United Kingdom this week have caused some market participants..

Quantitative Easing’s Positive Legacy for US Mortgage Holders

As the Federal Reserve raises rates in an effort to stifle inflation, what are the implications for..

Global GDP Themes and Forecasts (Infographic)

Global growth has been losing momentum and is expected to continue slowing toward or below trend...

Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine

So many critical economic and market developments this year can be traced back in one way or..

Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds

To date, 2022 has been rife with credit headwinds—higher US Treasury bond yields, persistent..

Why We Think Corporate Health Can Withstand an Economic Slowdown

Corporate fundamentals have been deteriorating in the US. Over the past six months we have seen..

Surprises from the First Half of 2022: Value Reemerging in TIPS

It would seem that anxiety regarding inflation remains prevalent: global central banks are..

Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market

The bank loan market entered 2022 positioned to shine. After a decade of low interest rates,..

Municipals & Climate Change Series: Drought & Extreme Temperatures

Municipal bond issuers are often linked to tangible, physical assets directly exposed to the..

Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads

The correlation between US and European corporate bond spreads is historically very high. After a..

Suppose They Gave a Recession, and Nobody Came

The advance estimate of Q2 real GDP is scheduled to be announced July 28 (the day after the FOMC..

Reading the Housing Sector: The Good, the Bad and the Surprising

By Loomis Sayles Research July 18, 2022

Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

Taking the Consumer’s Temperature

Consumer behavior is currently under a magnifying glass, as capital market tumult and inflation..

ECB in the News

Jon, can you bring us up-to-date on recent developments at the European Central Bank (ECB)?

In..

Playing Catch-Up: Takeaways from the June FOMC Meeting

The Federal Open Market Committee’s announcement of a 75-basis-point (bp) rate hike on June 15..

Nearly $16 Trillion in the Rear-View Mirror

In early 2021, the global stock of negative-yielding debt reached about $16 trillion. Central banks..

Global GDP Themes and Forecasts (Infographic)

Tightening financial conditions, marked by higher interest rates and volatility, have injected an..

Don’t Discount Structural Housing Trends

The recent surge in interest rates and inflation has put the record strength in housing under a..

Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.

The world’s leading banks have made considerable progress on voluntarily disclosing the risks they..

The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally

The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..

High Yield Bonds and Loans: The Correlation Breakdown

Bank loans and high yield bond returns have been highly correlated for much of the past decade. But..

Three Questions on China’s Geopolitical Balancing Act

China and Russia have long had a common interest in undermining the US-led global order, in my..

Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes

Rising tensions between Russia, Ukraine and NATO[i] have the world on edge, and many investors..

2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions

1. With US rates expected to rise later this year, are you worried about the prospects for emerging..

2022 Investment Grade Credit Outlook: Views on Risk Appetite, Rising Stars and Trends

1. With market volatility on the rise, how concerned are you about the potential for spreads to..

2022 Municipal Bond Outlook: Views on Rates, Fundamentals and Infrastructure

1. How do you expect the municipal bond market to respond if US rates continue to move higher? Are..

2022 Global Credit Outlook: Views on Growth, the ECB and ESG Investing

1. How could global growth dynamics affect global fixed income markets in 2022?

The global..

2022 Emerging Markets Debt Outlook: Views on Fundamentals, EM Asia and Opportunities

1. What’s your view of EM debt fundamentals? How do you think the sector will weather a Federal..

2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR

1. Leveraged loan supply and demand experienced a banner year in 2021. Syndication of M&A-driven..

2022 High Yield Credit Outlook: Views on Policy, Ratings and Opportunity

1. Rising rates can be a double-edged sword for high yield credit. On the one hand, the sector’s..

2022 Macro Outlook: Views on Inflation, the Fed and the Expansion

Editor’s Note: Every year, Loomis Sayles features outlooks from our sector teams — teams composed..

COVID-19: Prepare for the Transition from Pandemic to Endemic

Beta, delta, omicron. Each emerging variant of the SARS-COVID-2 virus (the virus that causes..

ESG Engagement Series: Transportation & Infrastructure Company

By Loomis Sayles Credit Research December 17, 2021

1. What was the main objective of your engagement with this issuer?

Global GDP Themes and Forecasts (Infographic)

Supply chain issues, slower growth in China and the lingering impact of COVID-19 have created a..

Shake, Rattle and Roll: Is the Growth/Inflation Dance Out of Step?

The pandemic triggered economic ripples that have weighed on growth while driving prices higher. In..

Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle

The US Treasury market seems to believe the Federal Reserve will start hiking interest rates in the..

The Perfect Storm Behind the Gas Price Surge

The worldwide spike in natural gas, coal and power prices has put Europe and China at risk of..

Is Evergrande a Systemic Risk to China?

By Bo Zhuang, Senior Sovereign Analyst September 24, 2021

The financial troubles of China Evergrande Group, China’s second-largest property developer, have..

A Guide to Understanding China's Regulatory Crackdown

By Bo Zhuang, Senior Sovereign Analyst September 21, 2021

China’s recent blitz of education, technology, property and gaming regulations has triggered a..

Global GDP Themes and Forecasts (Infographic)

We believe global growth in 2021 will remain strong, though a grand global reopening looks..

Overlooked and Underfollowed: BDCs

What do you get when banks consolidate, capital requirements escalate, lending standards rise and..

What’s Holding Back Employment in the United States?

The United States has finally reported strong gains in payrolls after months of sluggish growth...

Financial Inclusion: Why Improving Access to the Underbanked is Good For Business

The pandemic has increased the public’s awareness of the racial wealth gap and the role that..

Rethinking Current Macro-Driven Fears About EM Equities

Investor fears about inflation and higher rates contributed to periods of selloff in emerging..

Why the OPEC+ Agreement is Good for the Oil Market

The oil market is selling off on the news that OPEC+[i] will raise production by 400,000 barrels..

Eyeing EM Corporate Debt?

For some time, bond investors have been yield hungry, even starved. In such an environment,..

The New Drivers Behind EM Equity’s Remarkable Rebound

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve..

Chart of the Week: Global Manufacturing Has Reached Historically High Levels

Global manufacturing appears to be roaring ahead. Global PMI[i] reached 56 in May, its highest..

The Municipal Market May Be on the Brink of a Dramatic Shift

We believe the municipal bond market is on the brink of major changes. The Biden administration has..

Global GDP Themes and Forecasts (Infographic)

We believe global growth in 2021 looks strong, powered in large part by COVID-19 vaccine..

Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish..

The American Jobs Plan and its Impact on the Power Sector

President Biden campaigned on achieving a carbon-free power grid by 2035. He does not appear to be..

Post-COVID Trials and Trends in Consumer ABS

Aspects of consumer asset-backed securities (ABS) seem to be a lightning rod for negative press...

Chart of the Week: Commodity Prices Pop as Demand Takes Off

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing..

Even Central Banks Experiment

We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to..

Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC

Cruiseline operators may finally get the green light to start sailing out of US ports on a limited..

Loomis Sayles' Investment Outlook – April 2021

Uneven COVID-19 vaccination rates around the globe have led to diverging growth expectations for..

After 2020’s Record Bond Issuance, What Will 2021 Look Like?

By Loomis Sayles Trading April 1, 2021

New bond issuance exploded to record highs in 2020. Amid the crisis of a pandemic, companies were..

Are Emerging Market Assets Vulnerable to Another Taper Tantrum?

Real rates in the United States have moved sharply higher since the beginning of 2021. The move has..

Be Cautious About Upcoming Data

The market seems sensitive currently to news about inflation and growth. We are entering a period..

What’s Behind the Recent Rise in Real Yields?

By Loomis Sayles Research March 8, 2021

Rising yields and a steeper yield curve are par for the course as an economy enters the recovery..

Valuation Reversal in Muni Market

The municipal market sold off significantly over the past two weeks. Now that the market seems to..

Fiscal Policy: Veering Left and Moving Fast

Congress has moved fast on a fiscal stimulus package. This surprised me in some ways. In my last..

The Polar Vortex and Texas’ Municipal Power Market

About a week ago, an unprecedented polar vortex descended upon the southwestern United States. The..

Global GDP Themes and Forecasts (Infographic)

We believe the global economy could see strong growth in 2021, though the next few months could be..

Demystifying CLO Demand for Leveraged Loans

Leveraged loans have beneficial characteristics that make them distinct within the fixed income..

Biden’s Energy Moves: Swift Execution, Limited Near-Term Impact

President Biden has quickly begun executing on his policy agenda. In his first ten days in office,..

2021 Outlook: Three Questions for the Municipal Sector Team

1. Many state and local governments have been under pressure due to the pandemic. What’s your..

2021 Outlook: Three Questions for the Investment Grade Sector Team

1. US investment grade spreads have returned to pre-pandemic levels. What are your expectations for..

2021 Outlook: Three Questions on Bank Loans

1. Loans are often overlooked when investors are hunting for yield. Why is that, and how do loan..

2021 Outlook: Three Questions for the Global Credit Sector Team

1. Net leverage in the euro investment grade (IG) credit market reached all-time highs in 2020...

2021 Outlook: Three Questions for the Emerging Markets Debt Sector Team

1. Emerging markets (EM) corporate spreads have almost recovered to year-end 2019 levels, as strong..

2021 Outlook: Three Questions on Emerging Market Equities

1. Outside of Europe and Hong Kong, global equity markets are near all-time or 52-week highs. What..

Senate Split Likely to Draw Policy Toward the Center

For months now, US political watchers have been focused on the first week of January 2021. It was..

2021 Outlook: Three Questions for the High Yield Sector Team

1. About $184 billion of investment grade debt was downgraded to high yield in 2020. How could..

2021 Outlook: Three Questions on the Macro Backdrop

Editor’s Note: We’re changing things up. Every year, Loomis Sayles features outlooks from our..

For Insurers, Time to Take a Broader View of Securitized Investing

Insurers generally take a narrow approach to investing in the securitized sector, usually through..

Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election

In a previous post, we presented several risk mitigation strategies with the potential to help..

Can The US Consumer Stay Healthy This Winter?

This blog post was initially published on December 18. On December 21, the US Congress agreed to a..

Key Changes Shaping a New Path for China’s Recovery

China’s recovery from the lows of February has been quicker than I anticipated...

Reality Check: Looking Behind the Headlines of the Recent China Defaults

Over the past several weeks, a handful of Chinese state-owned enterprises (SOEs) defaulted on their..

Global GDP Themes and Forecasts (Infographic)

While we expect global growth to slow in the fourth quarter as many countries try to contain..

Why Banks Need to Do Better Disclosing Climate Change Risks

Over the past few years, banks have begun to voluntarily disclose their exposure to climate change..

With a Divided Government, Healthcare Companies Appear Well-Positioned

Things may be looking up for the healthcare and pharmaceutical sectors. While states have yet to..

Why Municipal Market Demand Remains Robust Despite Rising Defaults

Recently, municipal bond defaults have been rising. Compared to last year’s totals, municipal bond..

Reasons to Believe in a Recovery, Regardless of the Election Outcome

Almost nothing has felt certain in 2020. The presidential and congressional election results are..

2020 Vision: Focusing on Risk Mitigation

Coming into the home stretch of 2020, continued concerns about COVID-19 and the political..

When it Comes to Fiscal Policy, Does it Really Matter Who Wins the Election?

US politics seem more polarized than ever. President Donald Trump and former Vice President Joe..

What a Biden Victory Could Mean for the Power Sector

Many equity analysts seem bullish about former Vice President Joe Biden’s plans to remake the..

Election 2020: Expect the Unexpected?

We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of..

US Elections 101: The Mail-In Vote Explained

Absentee voting by mail is not new. What’s new is the global pandemic. There was a trend toward..

A Biden White House: Potential Policy Impact on the Oil & Gas Industry

If Joe Biden were to win the US presidential election, his administration is expected to take..

US Elections 101: The Electoral College Explained

2020 has not been an ordinary year. There has been a lot of uncertainty about the outcome of the..

What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views

Elections have consequences, as former US President Barack Obama once said, and the election of..

Loomis Sayles' Investment Outlook – October 2020

Investor resilience may be tested in the coming months with dwindling fiscal support and political..

Can Healthcare Companies Withstand a Blue Wave?

Democrats could sweep the November elections according to many independent polls and political..

EM Debt Defaults Reveal Distinctions Within the Asset Class

When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die..

US Consumers Appearing Less Confident

Consumers are traditionally the engine of the US economy, and I believe consumer confidence is an..

US-China Relations: What’s New and What’s Next?

US-China relations are built on a fragile web of complex issues. Recently, we’ve seen headlines..

Global GDP Themes and Forecasts (Infographic)

We believe the global economy appears to be working its way out of a deep recession. High-frequency..

Core Plus: Three Questions on What’s Changed Since the March Madness

In March, you were not overly concerned about the potential for a massive downgrade in BBB debt...

Chart of the Week: World Trade Volumes Have Collapsed

The global pandemic has devastated global trade. It appears that some of the drop in trade is..

Full Discretion: Three Questions on What’s Changed Since the March Madness

You’ve used a 5-point framework to talk about the virus. Where are we now?

We’re still in the..

Alpha Strategies: Three Questions on What's Changed Since the March Madness

Back in March , you were stressing company balance sheets and examining free cash flow to determine..

Global Fixed Income: Three Questions on What's Changed Since the March Madness

1. In March, you anticipated the economy could experience sluggish growth in the third quarter..

Loomis Sayles' Investment Outlook – July 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential..

Homebuilders: Holding Up Better Than Expected

The homebuilding and building products industries have held up quite well during this economic..

Credit Repair: What's Different This Time?

The severity of the current economic downturn has surpassed that of the global financial crisis..

China: Is Shadow Financing Back?

An unexpected development caught my attention in China’s June 12 credit report—the acceleration of..

Global GDP Themes and Forecasts (Infographic)

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession..

The Surprising Leverage Profile of EM Corporates

It may surprise some investors to learn that the leverage profile of emerging market (EM)..

How to Invest With a LASER Focus (Video)

To make the best decisions, investors need a clear view of the road ahead. Watch to see how LASER..

Bright Spots Among the Risks: Emerging Market Equities

COVID-19 and turbulence in the oil market have been reshaping daily life, economic fundamentals and..

Bifurcation & Opportunity: Current Take on Credit Markets

Credit markets are bifurcated, and there’s a major yield difference between the perceived winners..

High-Frequency Data & COVID-19: Investing for the Next Phase of the Cycle

Investors and financial markets are forward-looking. They are constantly trying to anticipate the..

The FIMA Repo Facility: The Fed’s Solution to the Global US Dollar Crunch

On March 31, the Federal Reserve announced the creation of another new liquidity facility; this one..

The Federal Reserve Revives TALF

What's new

The Federal Reserve (Fed) has taken another step in its attempt to avert a financial..

Senior Loans' Potential Recovery Opportunity

Loans are senior and secured, so they are generally at the head of the queue if there is a default...

Loomis Sayles’ Investment Outlook – April 2020

COVID-19 continues to cause havoc across global economies—a trend that, unfortunately, is likely to..

Treasury Liquidity on the Rebound

It’s amazing what you can achieve with a budget of $75 billion per day.

Oil: A Price War with No Likely Winners

Oil’s back below $30 and suddenly it feels like 2016 all over again.

COVID-19 and the Loan Market

I expect to see a combination of anti-viral medications and vaccines develop over 6 to 12 months..

Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle

On Thursday, March 12, Rick Raczkowski, co-lead portfolio manager of Core Plus Fixed Income..

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About the Authors

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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