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What’s Next for the Credit Cycle?
Credit markets are frequently moving. During our decades as bond investors, we’ve seen them frozen during times of crisis, frothy[…]
Impact of AI-Related Debt Financing on the Corporate Bond Market
The anticipated global expansion of data centers and artificial intelligence (AI) infrastructure over the next three to five years presents[…]
Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Mortgage and Structured Finance Team discusses new legislation that they believe has the potential to unlock significant[…]
Pulse Check: What Our Credit Health Index Reveals About the Credit Cycle
Megan Wan, CFA, Quantitative Analyst, and Tyler Silvey, CFA, Global Macro Strategist, talk about the CHIN and what it’s telling[…]
Are French and Italian Yields More “Normal” Than You Think?
French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory[…]
October 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy
We use Portfolio Impact (PI), a transparent and relatively straightforward risk measure, to help understand portfolio-level sector risk and issue-specific[…]
Choose Your Own (Floating-Rate) Adventure: Considerations for Investing in CLOs and Bank Loans
A surge in CLO demand has fueled expansion of the CLO and broadly syndicated loan markets. Here’s what we think[…]
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