An LDI playbook for 2025

Francois Collet, PM and CIO at DNCA, reveals what it was like managing a bond portfolio through the height of the pandemic shutdowns, and how investors in fixed income should think about risk and the global macroeconomic environment in an era of unthinkable shocks.

Many core EM economies are in the early innings of a multi-year virtuous economic cycle that should accelerate investor demand for EM debt, argues Loomis Sayles Emerging Markets debt team.

Peter Palfrey, Loomis Sayles, on his outlook for fixed income and the need to be selective, liquid and quality focused.