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Corporate Health: Resilience in the Face of Higher Costs
Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]
An LDI Playbook for 2025
As we head into 2025, corporate pensions continue to sit in a comfortable position relative to history.
The Surprises of the Past Year
We asked our investors and traders about surprises that shaped the markets in 2024. One major theme emerged. For more[…]
Squeezing Juice Out of the Credit Markets
Our experts break down the dynamics they think will drive credit markets in 2025. For more insights: https://www.loomissayles.com/insights/credit-compass-mapping-the-markets-as-conditions-evolve-page/
Priced for Perfection? Weighing the Major Risks of 2025
Our investors and traders sound off on the risks that could shake global financial markets in 2025. For more insights:[…]
What the Market Might Be Missing
Our experts tackle current market themes and lay out where they disagree with consensus. For more insights: https://www.loomissayles.com/insights/credit-compass-mapping-the-markets-as-conditions-evolve-page/
Investment Grade Credit Outlook: Fundamentals in Focus
Devon McKenna digs into his outlook for investment grade credit, including the trends he expects to carry over from 2024[…]
The Importance of Income (Video)
In a recent video, Ken Johnson comments on the importance of income and the potential benefits of owning bonds in[…]
European Credit Outlook: Robust Technicals Amid Subdued Growth
The Loomis Sayles Global Fixed Income Team share their 2025 outlook on the European credit market, including what they expect[…]
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[…]
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