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Municipal Bond Outlook: Strong Demand Likely to Buoy the Market
Read our 2025 outlook for the municipal bond market, including views on demand, issuance, and expected tax policy proposals.
Liability Management Exercises: Looking Beyond the Headlines
The increasing complexity and volume of liability management exercises in today’s market present both challenges and opportunities. Portfolio Manager Peter[…]
High Yield Credit Outlook: Defaults in Check, Carry in Play
Looking ahead, the fundamental picture for the high yield market continues to look solid, supported by a positive earnings backdrop[…]
Macro Outlook: Sticking to the Soft Landing
Global Macro Strategist Craig Burelle kicks off our annual outlook series with his views on the macroeconomic landscape.
January 2025 Investment Outlook
Solid fundamentals should help drive positive credit and equity market performance into 2025.
Put Away the Broad Brush: Recognize EM Debt Distinctions
We believe blanket statements about the EMD debt universe should be a thing of the past. Read on to learn[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Corporate Health: Stability in a Late-Stage Expansion
Global Macro Strategist Craig Burelle discusses the results of Loomis Sayles' Credit Analyst Diffusion Indices, which highlight shifting trends in[…]
Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Mortgage and Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to[…]
Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle
The Loomis Sayles Macro Strategies Team reacts to the initial US election results and the potential impact on fiscal policy,[…]
China’s Vulnerability to a Potential Trade War 2.0
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
Meeting Complex Insurance Client Needs with Custom Technology
At Loomis Sayles, our Technology team partners closely with the Insurance Solutions team to tackle our clients’ investing challenges. Insurers[…]
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