Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Goodbye, IEEPA Tariffs. What’s Next?
The end of IEEPA tariffs struck a major blow to the Trump administration’s trade and fiscal policy, but it doesn’t[…]
Unlocking Value in Private Credit: Inside Loomis Sayles’ Integrated Approach
The expanding private credit market presents a distinct opportunity for fixed income investors and Loomis Sayles' dedicated Private Credit Team.
Full Discretion Team Quarterly Credit Update
We believe the US economy will remain in the ‘Expansion to Late Cycle’ phase of the credit cycle, supported by[…]
2026 Global Bond Credit Outlook: Q&A
What’s ahead for global credit in 2026? Loomis Sayles experts share why European investment grade bonds look resilient, and where[…]
Corporate Health Outlook: Improvement Broadens as Expectations Rise
Loomis Sayles' latest credit survey shows optimism climbing higher, driven by stronger profitability and balance sheets. But with earnings expectations[…]
Small Contributions Add Up to Big Impact: Meet the Disciplined Alpha Team
The Loomis Sayles Disciplined Alpha Team —where collaboration, analytical rigor and a client-first mindset drive their innovative investment approach and[…]
Convergence: Navigating the Blurred Lines Between Public and Private Credit
In an interview with InsuranceAUM, Head of Private Credit Chris Gudmastad explores the evolving landscape of credit markets. Listen as[…]
Global Corporates: The case for & against wider spreads in 2026
One could be forgiven I suppose for thinking that nothing can rattle the global corporate bond market, or US and[…]
Fixed Income Unscripted: Real Talk on Market Narratives & Dynamics
Loomis Sayles investment professionals share their candid thoughts on the forces driving the cycle, the implications for credit and the[…]
An LDI Playbook for 2026
Many corporate pension plan sponsors likely view 2025 as a strong year for the continued health of their plans.
2026 Outlook for Private Credit: Q&A
In the private credit sector, investment opportunities will likely be influenced by AI- and technology-related capital spending, an increase in[…]
Three Questions on GSEs’ $200 Billion Agency MBS Purchase Program
Loomis Sayles' Mortgage and Structured Finance Team dissects a new policy initiative directing government-sponsored enterprises (GSEs) to increase their purchases[…]
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.