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EM Corporates & ESG: A Surprisingly Strong Opportunity Set

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

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..

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..

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..

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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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