The Short on Shorting Bonds

AlphaSimplex takes a look at the short bond trend, and some of the common myths and misconceptions for shorting bonds.

Transition To a Net-Zero Carbon Economy: How Insurers Contribute To Green Finance Via Sustainable Bonds

Insurers and reinsurers, both as issuers and investors, are using sustainable bonds to align their ESG strategy with their CSR policy.

  • July 12, 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
Insurance ESG Considerations: A Practitioner’s Viewpoint on Portfolio Customization

With regard to ESG, insurers have a distinct challenge. ESG factors can influence both assets and liabilities.

  • June 28, 2022
Life After QE

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

  • June 22, 2022
Sustainability Bonds: Discernment is a Must Given the Explosion of the Market

Given the diversification of the market in terms of issuers and securities, a rigorous analysis is imperative. Because greenwashing is an ambush.

  • June 8, 2022
AEW – Rising Interest Rates and REITS – March 2022

How do REITS perform in a rising rate environment? The answer varies because different types of interest rates (Federal Funds, 10 year Treasury, Corporate Bond yield etc) have very different cycles.

  • May 9, 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
Greenium: New Catalysts in 2022

The Greenium – the yield that investors concede to companies issuing a green bond compared to the performance they would have required from these same companies for a conventional bond with the same maturity – was long perceived as volatile, hovering in one direction or another according to the seasonality. But it finally became a key issue in 2020.

  • April 26, 2022
Impossible Emissions

We are still placing too much hope in carbon capture technologies and offsetting mechanisms, but it is increasingly urgent to electrify our uses, to decarbonize the electricity produced and more generally, to adopt the innovative and virtuous solutions that are already available.

  • April 25, 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.

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
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
How to Maximise Impact By Investing in Green Bonds: Mirova’s Approach

Key implications and Mirova’s vision of the green bond market.

  • January 24, 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
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Fixed Income: Top Five Themes to Watch in 2022

Loomis, Sayles & Co. Fixed Income investment experts share what they’ll be watching in 2022, from inflation to shifting China growth, and yield plays.

  • December 21, 2021
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Asset Allocation: Solving the Insurance Equation

Olivier Trecco, Co-Head of ESG Solutions at Natixis IM Solutions, explains how Natixis IM and its affiliate are able to develop bespoke investment solutions for insurers.

Green Bonds: The Revolution in Fixed Income

Green and sustainable bonds constitute the best vehicles on bond markets to accelerate the low-carbon transition.

  • November 10, 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
Understanding the Booming Market for Sustainable Bonds

An in-depth analysis of the sustainable bond market, its outlook for 2021 and its main drivers.

  • October 4, 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
The Loomis Sayles Global Fixed Income Team Approach to ESG & Corporate Issuers

The team explains why weighing ESG impacts is important when analysing the value of a business.

  • September 16, 2021
The New Core Fixed Income: An Expanding Set of Investment Opportunities

The ongoing search for yield is leading investors to think outside the box and look at alternative income sources.

  • September 1, 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
Impact of Interest Rates, Credit Risk and Inflation on REIT Performance

AEW evaluates the REIT performance under fluctuating interest rate conditions, both long and short, inflation conditions, and credit risk profile of the general corporate sector.

  • July 16, 2021
Asia High Yield Outlook

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

  • July 13, 2021
Callable Bonds

Callable Bonds: which bonds SCR credit calculation method, what is the impact on their use?

  • July 2, 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
Ostrum: Sustainable Money Market

How to manage money market funds sustainably?

  • June 17, 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
Greenium: An Ally, and Source of Opportunities

More than ever, green bonds are the focus of attention and the curiosity they are arousing is equalled by the questions they have raised.

  • May 5, 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
Leveraged Loans Markets: US vs Europe

A closer look at the fundamental differences between the US and European Leveraged Loans markets.

  • March 11, 2021
Loomis Sayles on Loans - Q4 2020

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

  • January 26, 2021
Second Wave of Coronavirus Pandemic, Value in Euro Corporate Credit

Ostrum AM analyses the impact of the pandemic on the Euro credit market.

  • December 4, 2020
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 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
Loomis Sayles on Loans - Q2 2020

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

  • August 25, 2020
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
Covid Bonds – an Emergency Aid Funding Method Worth Addressing Selectively

Ostrum AM has taken a closer look at this market to assess its features, opportunities and limitations of this new product.

  • July 16, 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
The Folly of the Fetish for Liquidity

Why DC schemes may need to rethink their default options.

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

How is the pandemic impacting issuers from an ESG standpoint

  • June 10, 2020
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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
Three Questions on Credit: Opportunities for Insurance

The extreme shock caused by COVID-19 came at a time when global central bank policies were coalescing toward a more accommodative stance to keep the late expansion phase of the credit cycle going.

  • 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
COVID-19: What is the Impact on Infrastructure Debt Worldwide?

Ostrum Private Debt Real Assets team looks into the direct and indirect impacts of the COVID-19 crisis on the infrastructure sector.

  • April 8, 2020
Risks Related to Nonbank Mortgage Lending in the United States

Nonbank lenders now dominate the US mortgage market for loans to low-income families guaranteed by the federal government. They are heavily reliant on short-term funding and have only a slim cushion to weather a shock.

  • February 3, 2020
Horizons: Discover Ostrum AM’s latest quarterly outlook

Ostrum Asset Management expert’s economic and market analysis.

  • January 30, 2020
Loomis on Loans Q4 2019

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

  • January 15, 2020
What Problems for Life Insurers in the Euro Zone?

If neither the structure of life insurers’ assets changes, nor the level of long-term interest rates, the attractiveness of life insurance for savers may rapidly diminish.

  • December 16, 2019
European Mezzanine ABS Bonds

A fixed income alternative in a low rate environment.

  • December 11, 2019
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
Buy & Maintain: Building Dynamic Insurance Bond Portfolios

Considering the current macroeconomic environment with little expectation for a rise in interest rates in the short term, insurers may want to consider a more dynamic approach to lock in spread levels.

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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.

Buy & Maintain

Understanding Loomis Sayles' approach for investment grade corporates

  • April 17, 2019
Loomis Sayles 2019 Sector Teams Outlook

Loomis Sayles' sector teams return scenarios and relative value recommendations for 2019

  • February 8, 2019
CDC Pensions and the Future of UK Retirement

Collective defined contribution (CDC) is part of the fabric of Dutch society. Could it be exported to the UK?

Bank Loans: Looking Beyond Interest Rate Expectations

Fixed income investors may be stymied by the current mix of interest rate projections and global macroeconomic news.

  • October 10, 2018
A Bold Alternative to 'Buy and Hold' for Fixed Income

A buy and maintain strategy focuses on a desired level of income and aims to ensure the bond portfolio is not impacted by default risk as interest rates rise and economies overheat.

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Enhanced Beta Video

Ostrum AM uses its long-standing expertise in the management of fixed income products to develop an "Enhanced Beta" strategy that combines the benefits of active management and the smart beta approach.

  • July 1, 2018
Inflation Linked Income Streams

A good match for fixed income investors' concerns.

Managing Global Sovereign Bonds with a Smart Lens

Scorecard for unique Enhanced Beta investment strategy.

Multi-Asset Credit Investing

Multi-asset credit strategies aim to capture global credit risk premiums.

  • April 1, 2018
High Yield Credit Investing Late in the Cycle

The high yield market can provide compelling investments within most stages of the economic cycle.

  • March 24, 2018
The California Green Rush

Four key insights on Golden State residents and green bonds.

  • March 15, 2018
Time to Re-invent the Default Wheel?

How a combination of member profiling and applying a risk-first investment approach improves member outcomes.

Corporate Loans Come of Age

Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up and excellent risk-return characteristics relative to other credit instruments.

US Municipal Bonds

Non-US investors could benefit from allocating to US municipal bonds.

  • July 24, 2017
Solvency 2: Rethinking the Debt Portfolio

How to incorporate SCR constraints into the portfolio allocation for insurer.

Green Bond Principles

Mirova discusses market standards and the lack of a regulatory body for Green Bonds.

  • February 11, 2017
The Greening of Corporate Culture

Rapid growth of green bonds shows that investors are seizing the opportunity to drive energy transition.

  • January 20, 2017
Solving the Insurance Equation

Insurers need innovative investment strategies in response to regulation and low yields.

It's Time for Real Assets

Private debt can be a lower-risk, higher-yielding alternative to traditional bonds.

The Real Impact of Carbon on Portfolios

Improved assessment of carbon impact could spur ESG investment and drive innovation.

Liquidity Risk in the Fixed Income Markets

NAM Fixed Income ideas.

  • April 7, 2016
Institutional Investors and the Technological Tidal Wave

With the rise of artificial intelligence, nanotechnologies and genomics, we are at the dawn of a period of intense technological progress in life sciences.

Diversified Growth Funds

Seeking to respond to rapid shifts in markets while reducing risk.

  • February 28, 2016
Enhanced Beta

A fixed income strategy combining active management and smart beta.

Finding Water in the Desert

New regulations raise the bar for liquidity management.

  • April 1, 2015