Featured White Papers from Loomis, Sayles & Co.
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Analyzing Biodiversity in Global Fixed Income Portfolios
December 14, 2023
Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management.
To date, we have found that due to limited data, tools and knowledge, the integration of biodiversity factors in investment research remains limited. Within the investment community, calls are growing to measure the impact and dependencies on biodiversity in portfolios. Market participants appear to be recognizing the importance and magnitude of potential risks and opportunities at play.
Investment Outlook - October 2023
October 06, 2023
We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.
Investment Outlook - April 2023
April 13, 2023
Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.
Investment Outlook - October 2022
October 13, 2022
The global economy appears to be headed for a downturn and we believe the clock is ticking on the US cycle as well.
Under Pressure: The Global Implications of a European Gas Crisis
September 16, 2022
The aftershocks of Europe's gas crisis could shape asset prices in a dynamic manner for years to come – both in Europe and globally.
Life After QE
June 15, 2022
As investors navigate an uncertain future after QE, the past may be their best guide.
Just Like That - TIPS Enters the Spotlight
April 08, 2022
With inflation and growth pressures in abundance, consider TIPS.
Consider the Less Obvious Dependencies on Russia
February 16, 2022
Senior Sovereign Analyst Hassan Malik explains why he believes Russia’s role in the global supply chain gives it enormous economic leverage over the West.
Loomis Sayles' Investment Outlook January 2022
January 14, 2022
We think risk assets can offer opportunity in 2022 as long as investors can stomach potential volatility.
Loomis Sayles' Investment Outlook October 2021
October 05, 2021
Markets tend to get a little bumpier at this stage of the expansion, but we believe risk assets should still perform well.
BDCs: Tailwinds for Growth in an Overlooked, Underfollowed Sector
August 03, 2021
The business development companies (BDCs) sector could follow a growth path similar to REITs.
Investment Outlook July 2021
July 15, 2021
Even with high valuations, we believe earnings growth can beat consensus expectations. In this environment, we’re not shying away from the risk-on trade.
What's Next for the Credit Cycle?
June 10, 2021
Loomis Sayles' Macro Strategies team shares their latest views on the credit cycle and key drivers they're watching.
The Challenge of Stranded Assets in Metals and Mining
May 11, 2021
Metal and mining companies face some risk of being saddled with stranded assets, but the story for these companies is complex and nuanced.
Investment Outlook April 2021
April 06, 2021
We believe risk assets have further to run as the credit cycle continues to move forward.
Yield Curve Control: An Experiment in Real Time
April 01, 2021
We are witnessing countries using yield curve control policies—despite many unknown factors and potential repercussions.
The Loomis Sayles Global Fixed Income Team Approach to ESG & Corporate Issuers
February 10, 2021
Engaging on ESG issues across our portfolios is part of our commitment to providing superior investment returns.
Loomis Sayles Investment Outlook January 2021
January 06, 2021
We believe key ingredients are in place for global financial markets to continue discounting the recovery phase of the credit cycle.
Credit Check: the Full Discretion Approach to Credit Selection
December 10, 2020
We have consistently observed that the market is inefficient at pricing specific risk. Loomis Sayles' full discretion investment style follows two core philosophies to help capitalize on this persistent inefficiency in corporate credit and drive excess return potential.
Loomis Sayles' Investment Outlook
October 13, 2020
Key events related to fiscal policy, social distancing and COVID-19 could dictate US economic performance. Our outlook is broadly constructive.
COVID-19 Has Redefined Infrastructure Needs: Implications for the Municipal Bond Market
September 16, 2020
Infrastructure financing is coming to the municipal bond market. What can we expect?
Loomis Sayles Global Allocation Fund Q&A
August 12, 2020
The fund's portfolio managers explain their differentiated approach and why they believe it can deliver attractive returns in any market environment.
Investment Outlook July 2020
July 09, 2020
As the economy moves into a credit repair phase, uncertainty related to the future implications of COVID-19 persists.
A Differentiated Approach to Growth Equity Investing
June 08, 2020
A manager's alpha thesis can offer insight into an investment strategy's performance potential. Our growth equity alpha thesis is the differentiated philosophy & process behind what we do every day.
Is it Prime Time for Credit?
May 11, 2020
Credit markets are moving fast. But periods of maximum uncertainty often make the most attractive entry points.
The Local Effects of a Global Pandemic: Loomis Sayles' Municipal Sector Outlook
April 03, 2020
The Loomis Sayles municipal credit research team offers their current outlooks on key sectors.
Pandemic and Price War: Industry Analysis of the Current Environment
March 20, 2020
In a rapidly evolving environment, our credit analysts offer their early takes on how key industries might fare.
Beyond the Label: An Assessment of the Green Bond Market
March 10, 2020
Loomis Sayles analysts dove deep into the rapidly evolving green bond market. Read on for our findings.
It's All About the Algorithm: Three Ways to Assess AI in Investment Strategies
February 13, 2020
Quantitative managers are creating investment strategies that harness AI. How should investors assess them?
Loomis Sayles Investment Outlook
January 21, 2020
Economic and corporate earnings growth will likely have to beat consensus expectations for investors to earn above-average returns in the year ahead.
Loomis Sayles Investment Grade Bond: Who We Are
December 11, 2019
Value investing is a part of who we are and how we manage the Investment Grade Bond Strategy. Learn more about our research-driven, contrarian approach.
Loomis Sayles' Investment Outlook
October 04, 2019
Despite the potential for choppy trade, we could see mid-single-digit returns over the next 12 months.
Asia High Yield Credit: A Distinctive Emerging Markets Story
August 08, 2019
Why we think Asia high yield credit can offer a distinctive opportunity.
Loomis Sayles' Investment Outlook
July 12, 2019
We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand.
Strategic Alpha: A Potential Complement to a Core Bond Allocation
June 11, 2019
Loomis Sayles Strategic Alpha is a benchmark-agnostic core bond alternative, offering the potential for greater diversification in a risk-aware framework.
Loomis Sayles' Investment Outlook
April 09, 2019
Markets anticipating rebound in growth and continued economic expansion.
2019 Sector Teams' Outlook
February 01, 2019
Our 2019 Outlook from the Loomis Sayles Sector Teams shares insights and opportunities across every sector, from bank loans to currencies.
Loomis Sayles' Investment Outlook
January 15, 2019
Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.
Loomis Sayles' Investment Outlook
October 08, 2018
Growth and inflation within the world’s largest economies should remain near current levels, keeping the positive operating environment for companies intact.
Multi-Asset Income: Sustainable Income Focused on Quality and GRIT
September 12, 2018
The Loomis Sayles Multi-Asset Income Team shares their approach to creating sustainable, consistent income through any market environment.
Investment Outlook July 2018
July 09, 2018
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.
High Yield in Variable Markets
June 12, 2018
Christopher Romanelli examines the factors that could support the high yield market in a world of tighter monetary policy.
Is the Widening LIBOR-OIS Spread Cause for Concern?
May 02, 2018
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.
Loomis Sayles Investment Outlook
April 06, 2018
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
Loomis Sayles FX Trading: Capabilities, Strategies & Solutions
March 06, 2018
FX trading involves infinite complexities, opportunities and risks. Loomis Sayles breaks down some of the concepts and describes the firm's approach.
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