Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels in the first half of the year.
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.
The Loomis Sayles Investment Grade Sector Team shares their expectations for the IG corporate bond market in 2023.
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.
You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material credit impact in Florida.
As the Federal Reserve raises rates in an effort to stifle inflation, what are the implications for US mortgage holders?
You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM sovereign and corporate landscape.
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP growth expectations for the months ahead.
Last week, we outlined three possible scenarios for the Russia-Ukraine conflict and their implications for financial markets. Unfortunately, Russia’s invasion of Ukraine has made the full invasion scenario a reality.
Loomis Sayles' Macro Strategies Group looks at three scenarios for the Russia-Ukraine conflict and how those outcomes could impact financial markets.
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.
Members of Loomis Sayles' Global Credit Sector Team share their views on key themes in 2022.
Loomis Sayles' Emerging Markets Debt Sector Team share their views on key themes in 2022.
Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity in 2022.
We believe global growth in 2021 will remain strong, though a grand global reopening looks increasingly unlikely. The spread of the COVID-19 delta variant may limit a return to normalcy and full employment. We believe the next few months will be critical for determining the economic trajectory in 2022. Read on for a visual snapshot of our GDP growth expectations around the globe.
Loomis Sayles' high yield sector team discusses downgrades, defaults and value in the high yield market in 2021.
Like everywhere else, Europe needs liquidity. And the European Central Bank is delivering that in abundance. It appears to stand ready to do more without delay when markets become dysfunctional.
We held a conference call yesterday to discuss the market and economic impact of COVID-19. In case you missed it, each of our speakers shared their key takeaways.
As we close out 2019, we took a look back at the year’s most popular blog posts. In a year full of attention-grabbing headlines, breaking news and viral tweets, all of these posts share a major theme—they look beyond the headline and examine the underlying facts.
Why we think Asia high yield credit can offer a distinctive opportunity.
We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand.
Loomis Sayles Strategic Alpha is a benchmark-agnostic core bond alternative, offering the potential for greater diversification in a risk-aware framework.
Markets anticipating rebound in growth and continued economic expansion.
Our 2019 Outlook from the Loomis Sayles Sector Teams shares insights and opportunities across every sector, from bank loans to currencies.
Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.
Wary investor sentiment, seasonal trading activity in loans, and a big institutional seller have combined to drive down loan prices over the last few weeks. The press has been all over this, using covenant-lite and loan-only narratives with which we disagree. We don’t see a sensational story here. The recent decline was mostly due to technical factors amplifying global macroeconomic worries.
To wrap up 2018, we took a look back at the year’s most popular blog posts. Not surprisingly, they reflect some major themes that emerged during the year – rising Treasury yields, volatility and US politics. In case you missed them, here are five of our favorites, listed in order of popularity.
Growth and inflation within the world’s largest economies should remain near current levels, keeping the positive operating environment for companies intact.
The Loomis Sayles Multi-Asset Income Team shares their approach to creating sustainable, consistent income through any market environment.
Momentum in the US economy relative to the rest of the world should keep the Fed on its current path to higher short-term interest rates.
Christopher Romanelli examines the factors that could support the high yield market in a world of tighter monetary policy.
The LOIS spread is at its widest point since the financial crisis. It may be unnerving, but we don't think it's a sign of trouble in the financial system.
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
FX trading involves infinite complexities, opportunities and risks. Loomis Sayles breaks down some of the concepts and describes the firm's approach.
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans sector team is anticipating this year.
NAFTA is facing an existential threat. The US and its global trading partners could be entering uncharted territory.
What’s ahead for major market sectors in 2018? Experts from research, trading and portfolio management at Loomis Sayles weigh in.
Does the high yield bond market offer enough value at this point in the credit cycle?
Eight years into its run, the global expansion looks poised to continue. What might this mean for asset markets?
It’s a common misconception that credit and equity performance move in tandem. When can divergence occur and how can credit investors prepare?
Many income-seeking investors may need a new approach in today's low-yield environment. Loomis Sayles can offer a unique solution.
Fourteen Loomis Sayles investment experts address the key issues they’re watching for the remainder 2017. Read on for their insights.
The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.
Investor confidence in the global outlook for monetary policy, economic growth and inflation has kept risk appetite high and volatility contained. Can it continue?
