Loomis, Sayles & Company

Russia-Ukraine: The Beginning of the End?

Two years into Russia’s full-scale war in Ukraine, Loomis Sayles thinks a de facto conclusion to the war is possible within 12-18 months in a manner likely to favor Moscow at Kyiv’s expense.

April 16, 2024

Loomis Sayles - Investment Outlook - April 2024

Loomis Sayles' quarterly outlook on global markets.

April 4, 2024

The Evolution of Private Fixed Income

New Opportunities to Help Diversify and Strengthen Insurance Portfolios

April 2, 2024

Rethinking the EM Corporate Bond Asset Class: Insights for Insurers

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you explain it?

March 7, 2024

Fixed Income: How To Generate “Conservative Alpha”

The Euro credit market offers opportunities for active managers with a proven process and extensive data analysis capabilities.

March 1, 2024

An LDI Playbook for 2024

Corporate pensions currently sit in a reasonably comfortable place relative to recent history.

February 21, 2024

Investment Outlook: Loomis Sayles

Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

February 2, 2024

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Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

January 19, 2024

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Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

January 19, 2024

Portfolio Manager Insights: Themes & Risks for 2024

From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

January 11, 2024

Analyzing Biodiversity In Global Fixed Income Portfolios

Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management.

December 18, 2023

Loomis Sayles – Investment Outlook – October 2023

Loomis believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.

October 12, 2023

The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy

The Loomis Sayles Disciplined Alpha (DA) Team seeks to consistently deliver excess returns relative to the Bloomberg US Aggregate Bond Index (Aggregate) and similar indices.

September 20, 2023

How Active Corporate Bond Investing Can Beat The Index

Relative value approach allied to disciplined risk management requires deep resources.

September 18, 2023

Securitized Assets: Technicals Create Opportunity

Negative technical factors rather than fundamental concerns are driving today’s attractive spread levels in high-quality securitized bonds.

September 6, 2023

Blended Emerging Markets Debt: A Paradigm Shift

Think differently about emerging markets (EM) debt investing.

September 6, 2023

Biodiversity: The Nature of Investing

More than fifty percent of the world’s GDP is moderately or highly dependent on nature and its services. The destruction of biodiversity can have a global economic and financial impact.

August 30, 2023

Turning Down the Static: Owning Loans in a Stable Rate Environment

Loans are typically seen as an asset class to own when rates are on the rise, but what is the case for owning loans when rates are static, staying at this level without much possibility for subsequent hikes? The answer here is yield.

July 19, 2023

Cash Flow Generation for Public DB Plans: A Long-Term Strategy for Near-Term Liquidity

The core objective of any public pension plan is to ensure it can make regular benefit payments. It’s a straightforward objective, but the execution tends to be considerably harder.

July 18, 2023

Loomis Sayles – Investment Outlook – July 2023

The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint.

July 5, 2023

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Viewpoint - Loomis Sayles: Growth Equities And Long-Term Investing

Aziz Hamzaogullari, Founder & CIO at Loomis Sayles, explains what investing in the long-term means in the light of recent market events.

June 29, 2023

The Evolution of Private Fixed Income

New Opportunities to Help Diversify and Strengthen Insurance Portfolios

June 20, 2023

Emerging Market Opportunities Abound

Many high-quality companies can be unearthed if you are willing to turn over some rocks.

June 6, 2023

Growth Investing is Not a Race

How to achieve long-horizon equity growth with lower volatility.

May 16, 2023

Cash Flow Generation for DB Plans: A Long-Term Strategy for Near-Term Liquidity

If there is one certainty for pensions, it is that monthly benefit obligations will continue for the life of the plan regardless of what is happening in the markets.

April 20, 2023

Loomis Sayles - Investment Outlook - April 2023

Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.

April 12, 2023

Bank Loans: Looking Beyond Interest Rate Expectations

Bank loans are designed to be somewhat resistant to both principal risk (because of collateral) and interest rate risk (because of floating coupons). Loomis believe an allocation to bank loans can be a strong addition to a fixed income portfolio for both the short-term and long-term investor.

March 8, 2023

The Democratisation of Private Debt Investing

Semi-liquid solution allows smaller institutional investors to access private debt.

February 14, 2023 Murtaza Merchant - Alex Thompson

Considerations for Insurers Weighing an EM Corporate Debt Allocation

Are insurers missing an opportunity when it comes to their limited allocation to emerging market corporate debt?

February 9, 2023

Global Credit Outlook: Cautious on Turbulence & Technicals

The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.

January 26, 2023

Loomis Sayles - Investment Outlook - January 2023

Loomis Sayles anticipates a volatile start to 2023, which could provide investment opportunities.

January 19, 2023

LDI in the Crosshairs

Many US plan sponsors that use derivatives can draw lessons from the recent spike in gilt yields when it comes to build their LDI portfolios.

October 20, 2022

A Low Volatility Approach to Emerging Markets

Actively-managed, short-dated corporate bonds are a good fit for cautious EM investors.

October 14, 2022

Investment Outlook: October 2022

For Loomis Sayle, the majority of positive developments that propelled markets higher earlier in the current credit cycle are now working in reverse.

October 14, 2022

Under Pressure: The Global Implications of a European Gas Crisis

Russia’s weaponization of natural gas supply to Europe has ignited a supply shock that will exacerbate a global competition for scarce resources.

September 23, 2022

Our Systematic Investing Strategies (SIS) Alpha Thesis: Deploying Data Science Tools in Multi-Asset Investing

Loomis discuss the core tenets of their investment philosophy and the three components of their flexible platform for designing portfolios through a quantitative, systematic and highly active approach to capturing positive performance.

July 18, 2022

Loomis Sayles – Investment Outlook – July 2022

Tighter monetary policies globally, focused on bringing stubborn inflation in line with central bank targets, have increased the odds of a recession.

July 5, 2022

Life After QE

Loomis Sayles analyses the big changes underway in central bank balance sheet policy globally.

June 22, 2022

Colleen Denzler, CFA, Joins Loomis Sayles as New Head of ESG

May 5, 2022

Fed Lift-Off: Implications on Pension Liabilities

Here, we explore how yields have moved during past periods and offer takeaways for pension investors to consider as they navigate the current cycle.

April 29, 2022

Loomis on Loans – Q1 2022

A quarterly look at data and topics in the syndicated loan market.

April 20, 2022

Are Senior Loans Set to Shine?

It’s a rare fixed income asset class that has the potential to both increase yield and lower volatility.

April 14, 2022 Olivier Bluche - Cheryl Stober - Louise Watson

Investment Outlook – April 2022

The tide is going out on the great wave of liquidity that flooded markets in the aftermath of the pandemic.

April 11, 2022

Just Like That – TIPS Enter the Spotlight

In an environment of rising inflation and low growth, Loomis Sayles expects real yields to fall and TIPS (Treasury Inflation Protected Securities) to outperform nominal Treasurys.

April 1, 2022

Loomis Sayles Global Equity Opportunities

A long-term, best ideas approach.

March 1, 2022

Measuring Carbon Risk with the Disciplined Alpha PI Metric

How to measure the impact of climate change on carbon-exposed bonds? The Loomis Sayles Disciplined Alpha team assesses carbon risk in their bond portfolios with their proprietary Carbon PI metric.

February 21, 2022

2022 Sector Outlook

Loomis Sayles’ sector teams are composed of traders, analysts, strategists and portfolio managers immersed in their respective sectors of the market. They all answer three questions that are top-of-mind for many investors.

February 16, 2022

Loomis Sayles Builds Private Credit Capability

January 21, 2022

Bank Loans: Looking Beyond Interest Rate Expectations

Loomis Sayles believes that an allocation to bank loans can be a strong addition to a fixed income portfolio for both the short-term and long-term investor.

January 19, 2022

Loomis on Loans – Q4 2021

A quarterly look at data and topics in the syndicated loan market.

January 10, 2022

Investment Outlook – January 2022

Discover Loomis Sayles’ latest quarterly outlook.

January 5, 2022

Market Outlook 2022

Natixis Investment Managers' affiliates share their thoughts on what might be on the horizon for investors in 2022.

December 23, 2021

Loomis Sayles’ Disciplined Alpha: Building Consistent Alpha, Bond By Bond

Loomis Sayles’ Disciplined Alpha Fixed Income team believes they can produce alpha consistently by understanding where bonds should trade at any given time and making good judgments within a structured process every day.

October 12, 2021

Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

October 11, 2021

Loomis Sayles on Loans – Q3 2021

A quarterly look at data and topics in the syndicated loan market.

October 7, 2021

If the Dollar Weakens, you may want to Own a Global Bond Strategy

The long US dollar bull market may be coming to an end.

September 23, 2021

A Dynamic Approach to Core Fixed Income Investing

The Loomis Sayles Core Fixed Income team explains why investment grade fixed income should always have a place in a diversified portfolio, despite a low global interest rates environment.

September 22, 2021

Three Considerations for Insurers Weighing an EM Corporate Debt Allocation

Are insurers making a mistake when it comes to their paltry allocation to emerging market (EM) Corporate Debt? Loomis Sayles thinks so.

August 27, 2021

Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

July 22, 2021

Loomis Sayles on Loans – Q2 2021

A quarterly look at data and topics in the syndicated loan market.

July 20, 2021

Asia High Yield Outlook

Asia’s Road to Recovery – Uneven but in the Right Direction.

July 13, 2021

Loomis Sayles: Three Questions on Liability Hedging

A Loomis Sayles expert looks into duration risk, credit fixed-income and intermediate fixed-income.

June 25, 2021

Long-duration Fixed Income: Market Conditions and Implications for Pension Plans and Insurers

Long-duration fixed income can play an important role in portfolios attempting to hedge against pension or long insurance liabilities, deflation, equity risk or simply taking a view that long-duration yields will decrease.

June 1, 2021

Risk Factors and Total-Return Options for Insurers

Investors appear to be focused on the government’s pandemic-related stimulus and vaccination programs, and are questioning inflation expectations and the implications for real yields.

May 6, 2021

Finding Yield: How Insurers are Employing New Approaches

Insurers swapping out bond portfolios for higher-yielding credit instruments found deep in the capital structure.

April 29, 2021

Yield Curve Control: An Experiment in Real Time

We believe this is an exceptional period in global market monetary policy. In real time we are witnessing several countries using yield curve control (YCC) policies in varying forms.

April 27, 2021

Loomis Sayles on Loans - Q1 2021

A quarterly look at data and topics in the syndicated loan market.

April 26, 2021

Loomis Sayles Investment Outlook – Q2 2021

Economic and earnings growth may exceed consensus expectations if the global economy continues to accelerate. Though we anticipate higher US Treasury yields, we doubt a modest rise in rates could meaningfully derail credit and equity market performance in the months ahead.

April 13, 2021

Private Debt and Liquidity Finally Meet

DC members and smaller DB schemes get long-awaited access to illiquid assets.

April 13, 2021 Murtaza Merchant - Alex Thompson

Smart Pension Incorporates Private Market Illiquids in Default Strategy

March 23, 2021

2021 Preqin Global Hedge Fund Report: Risk Premia Investing Should Be Dynamic

Alternative risk factors, or premia, can be used to exploit the cyclical nature of the global economy.

March 9, 2021

Loomis Sayles on Loans - Q4 2020

A quarterly look at data and topics in the syndicated loan market.

January 26, 2021

The Case for TIPS in a Post-Crisis World

Last March, The Covid-19 crisis ignited the sharpest economic downturn in modern history, sending financial markets into a tailspin.

November 4, 2020

Loomis Sayles Adds Euro Credit Team

November 2, 2020

Loomis Sayles on Loans - Q3 2020

A quarterly look at data and topics in the syndicated loan market.

October 20, 2020

Investment Outlook - October 2020

Economic activity rebounded sharply over the third quarter, pushing the global economy out of the downturn phase of the credit cycle.

October 12, 2020

Covid-19 Has Redefined Infrastructure Needs: Implications for the Municipal Bond Market

Municipal system administrators and investors are reassessing whether the long-term prospects for many critical sectors of the economy have changed irreparably

September 16, 2020

Loomis Sayles: Blended Emerging Markets Debt a Paradigm Shift

Think differently about emerging markets (EM) debt investing.

September 9, 2020

Loomis Sayles on Loans - Q2 2020

A quarterly look at data and topics in the syndicated loan market.

August 25, 2020

Loomis Sayles Global Equity Opportunities: A Long-term, Best-Ideas Approach

This strategy seeks attractive long-term opportunities through a highly collaborative best-ideas approach grounded in fundamental research.

August 20, 2020 Eileen N. Riley - Lee M. Rosenbaum

Investment Outlook - July 2020

The global economy is transitioning from the downturn phase of the credit cycle into credit repair.

August 18, 2020

Meaningful Distinctions: Emerging Market Corporate Bonds Versus Emerging Market Sovereigns

After several years of sovereign downgrades, there has been a decoupling of the corporate asset class from the sovereign space.

August 10, 2020

Getting the Big Picture Right in Multi-Asset Credit Investing

Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.

June 25, 2020

Three Questions on Credit: Environmental, Social & Governance (ESG) Factors

How is the pandemic impacting issuers from an ESG standpoint

June 10, 2020

Three Questions on Credit: Corporate Debt & Downgrades

How much of the IG market is likely to be downgraded? Possibly a lot more than anticipated just over a month ago.

May 12, 2020

Five Perspectives on Emerging Market US Dollar Corporate Debt

Investors of many types were blindsided by the COVID-19 Crisis. Emerging Market (EM) debt investors, familiar with volatility and the opportunities market dislocations can provide, have been assessing portfolio allocations in light of shifting valuations.

May 4, 2020

Loomis Sayles - Growth Equity Alpha Thesis 2020

For investors, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision-making can provide meaningful insights into how and why a particular manager generates alpha.

April 30, 2020

Is it Time to Invest in Global Credit?

Q&A with Loomis Sayles Global Fixed Income Portfolio Managers

April 27, 2020

Three Questions on Credit: Consumer ABS

Consumer asset-backed securitized (ABS) sectors should continue to face headwinds as consumers feel the full impact of the dramatic economic slowdown ignited by the COVID-19 outbreak.

April 16, 2020

Is it a Prime Time for Credit?

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

April 16, 2020

Loomis Sayles Investment Outlook Q1 2020

We believe the expansion phase of the credit cycle is over. Several countries are now heading into downturns, largely because of the demand shock from Covid-19.

April 14, 2020

Loomis Sayles Investment Outlook – Q1 2020

We believe the expansion phase of the credit cycle is over. Several countries are now heading into downturns, largely because of the demand shock from Covid-19.

April 14, 2020

Dynamic Risk Premia

Exploiting the cyclicality of investment factors.

February 26, 2020 Roger C. Ackerman - Kevin P. Kearns - Harish Sundaresh

Loomis on Loans Q4 2019

A quarterly look at data and topics in the syndicated loan market.

January 15, 2020

Loomis Sayles Investment Outlook – Q4 2019

Green shoots of a global mini-cycle recovery have encouraged stronger risk appetite and a benign forward outlook.

January 9, 2020

Loomis on Loans Q3 2019

A quarterly look at data and topics in the syndicated loan market.

October 23, 2019

Loomis Sayles Investment Outlook Q2 2019

Most asset classes have earned strong total returns year to date and could continue to rally through year-end.

August 19, 2019

Asia High Yield Credit: A Distinctive Emerging Markets Story

Investors may view emerging markets as particularly vulnerable to volatility, since the asset class typically sees outflows during times of market stress. However, emerging markets are not all one and the same.

August 15, 2019

Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to seek risk-adjusted excess returns.

July 10, 2019

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Why Investing in a Multi-Asset Credit Strategy Makes Sense

Keving Kearns, Portfolio Manager and Senior Derivatives Strategist at Loomis, Sayles & Co, discusses the diversification and drawdown management benefits arising from balancing interest rates and credit risk through a multi-asset credit strategy.

June 10, 2019 Kevin P. Kearns

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