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Full Discretion Team Quarterly Credit Update
In our view, the credit cycle remains firmly in a late cycle phase, with economic growth likely to slow in[…]
European ABS: A Generational Allocation Shift?
European ABS markets are on the verge of a generational shift. In a new article from Natixis Investment Managers, Sébastien[…]
European ABS: No Losses for a Quarter Century and a Proven Inflation-Buster
Volatility and inflation pose significant challenges for investors today. In a new article for Natixis Investment Managers, Sébastien André, Euro[…]
What Can Structured Finance Do for Your Portfolio?
Explore why we believe structured finance can offer investors diversification and attractive risk-adjusted yields relative to more common bond portfolio[…]
Extra Credit
Market volatility during the first quarter was increasingly shaped by the emergence of geopolitical risk tied to the escalation of[…]
Strait of Hormuz Disruption and the Long Tail of Higher Oil Prices
Saurabh Lele illustrates the scale of oil disruption and why he thinks oil prices will remain above pre-conflict levels for[…]
A Dynamic Approach to Core Fixed Income Investing
Investor demand for core fixed income strategies may wax and wane based on the interest rate environment. But, we believe[…]
Loomis Sayles Centennial Hub – New Artifacts
The Centennial Hub has been refreshed with new stories and features that highlight the people, history and ideas that shape[…]
Meet the Euro Credit Team: Discipline, Collaboration & Client Service
A team combining a conservative alpha philosophy, deep sector expertise, a relative value lens and strong team dynamics to pursue[…]
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.
April 2026 Investment Outlook
We believe the expansion phase of the credit cycle will continue through 2026, but markets will likely experience a number[…]
Finding Opportunity in Today’s Euro Credit Markets
Luuk Cummins, Portfolio Manager, shares where he currently sees opportunity in today’s euro credit markets, from “rising stars” to non-rated[…]
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