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Extra Credit: Nothing Artificial About Our AI Investment Process
Artificial intelligence (AI) has the potential to simultaneously enhance and disrupt many facets of daily life, from the employment landscape[…]
What’s Next for the Credit Cycle?
We believe the credit cycle will remain in the expansion phase, despite a number of macroeconomic headwinds.
Why active managers are mimicking the flaw of passive benchmarks
In an interview with Top1000funds.com, Aziz Hamzaogullari, Founder, CIO, and Portfolio Manager for the Growth Equity Strategies Team unpacks what[…]
Credit Market Risks: What the Euro Credit Team is Watching Now
From supply dynamics to M&A leverage to rate volatility, Rik den Hartog, Co-Head and Portfolio Manager for Euro Credit shares[…]
Managing Capacity in Euro Credit: Maintaining Alpha for Clients
Jeroen Potma, Investment Director explains why disciplined capacity management helps protect the Euro Credit Team’s ability to seek alpha and[…]
Energy and the US Economy: A Story in Five Charts
Structural changes mean the US economy is less vulnerable to an energy shock than it was in the past, but[…]
Securitized Credit Exposure to the Middle East Conflict
As geopolitical risk rises, spillover effects on securitized assets are anything but uniform. The Loomis Sayles Mortgage & Structured Finance[…]
It’s not just what we own – it’s how we’ve owned it.
True long-term investing isn’t about avoiding volatility—it’s about owning great companies through it. Learn about the Loomis Sayles Growth Equity[…]
Loomis Sayles Core Plus Full Discretion: A Differentiated Approach
After an extended period of low interest rates, the yield reset in 2022 has investors re-thinking their approach to “core”[…]
Navigating Euro Credit: Fundamentals, Valuations & Technicals
Pim van Mourik Broekman discusses overweight and underweight sectors, geopolitical risks and why diverging central‑bank actions may steepen the curve.
Extra Credit
The Full Discretion Team shares its thoughts and insights surrounding the nomination of Kevin Warsh as Federal Reserve (Fed) chairman[…]
Repeatable by Design: Meet the Full Discretion Team
A look at how the team works: a credit cycle lens, bottom-up analysis and a disciplined process designed to be[…]
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