Loomis, Sayles & Company

Obligations : comment générer de « l'alpha prudent » ?

Le marché du crédit en euro offre des opportunités aux gérants actifs disposant d'un processus éprouvé et de capacités étendues d'analyse de données.

16 novembre 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.

20 septembre 2023

Une gestion active des obligations d’entreprises peut permettre de battre l’indice

Une approche axée sur la valeur relative associée à une gestion des risques rigoureuse nécessite des ressources importantes.

18 septembre 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.

6 septembre 2023

Blended Emerging Markets Debt: A Paradigm Shift

Think differently about emerging markets (EM) debt investing.

6 septembre 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.

30 août 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.

19 juillet 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.

18 juillet 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.

5 juillet 2023

Visionner

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.

29 juin 2023

The Evolution of Private Fixed Income

New Opportunities to Help Diversify and Strengthen Insurance Portfolios

20 juin 2023

Les marchés émergents regorgent d’opportunités

De nombreuses entreprises de grande qualité sont à portée de main pour peu que l’on y regarde à deux fois.

6 juin 2023

Investir dans les valeurs de croissance n'est pas une course

Comment générer une croissance à long terme tout en bénéficiant d’une volatilité plus faible ?

16 mai 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.

20 avril 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.

12 avril 2023

Visionner

Yield Opportunities Now in Fixed Income Markets

With bond yields higher than they’ve been in years, Fixed Income Manager Matt Eagan discusses the opportunities he is pursuing in the fixed income markets.

14 mars 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.

8 mars 2023

Visionner

What’s Driving Bond Markets Today?

Loomis Sayles’ Core Plus Bond Co-Manager delves into interest rate levels, global growth prospects and where yield opportunities may be in bond markets.

3 mars 2023

La démocratisation de l'investissement dans la dette privée

Une solution d’investissement permet aux investisseurs institutionnels de petite taille de s’exposer à la dette privée avec une liquidité partielle.

14 février 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?

9 février 2023

Perspectives du crédit mondial : Attention aux turbulences et aux facteurs techniques

L'équipe couvrant le crédit mondial chez Loomis Sayles aborde les thèmes de la volatilité des taux, des fondamentaux de crédit qui pourraient potentiellement se détériorer et des facteurs techniques à l'œuvre sur les marchés.

26 janvier 2023

Loomis Sayles - Investment Outlook - January 2023

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

19 janvier 2023

Perspectives de marché 2023

Les affiliés de Natixis Investment Managers partagent leurs perspectives pour 2023

3 janvier 2023

Visionner

ESG: From Niche to Norm

Key takeaways and replay video of our hybrid event “ESG: From niche to norm” held in Singapore. Hear from our guest speakers and affiliates’ experts.

2 décembre 2022

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.

20 octobre 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.

14 octobre 2022

Une approche à faible volatilité des marchés émergents

Les obligations d’entreprises court terme, gérées activement, conviennent parfaitement aux investisseurs qui souhaitent s’exposer aux marchés émergents avec prudence.

13 octobre 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.

23 septembre 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.

18 juillet 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.

5 juillet 2022

Life After QE

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

22 juin 2022

Colleen Denzler, analyste financière senior, rejoint Loomis Sayles en qualité de nouvelle responsable ESG

5 mai 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.

29 avril 2022

Loomis on Loans – Q1 2022

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

20 avril 2022

Les prêts seniors : bientôt l’heure de la consécration ?

Il s’agit d’une des rares classes d’actifs obligataires susceptibles non seulement de générer des rendements plus élevés, mais aussi de réduire la volatilité.

14 avril 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.

11 avril 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.

1 avril 2022

Loomis Sayles Global Equity Opportunities

A long-term, best ideas approach.

1 mars 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.

21 février 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.

16 février 2022

Loomis Sayles se dote d’une expertise dans le crédit privé

21 janvier 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.

19 janvier 2022

Loomis on Loans – Q4 2021

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

10 janvier 2022

Investment Outlook – January 2022

Discover Loomis Sayles’ latest quarterly outlook.

5 janvier 2022

Perspectives de marchés 2022

Les différents affiliés de Natixis Investment Managers partagent leurs réflexions sur ce qui pourrait advenir pour les investisseurs en 2022.

23 décembre 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.

12 octobre 2021

Investment Outlook – October 2021

Discover Loomis Sayles’ latest quarterly outlook.

11 octobre 2021

Loomis Sayles on Loans – Q3 2021

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

7 octobre 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.

23 septembre 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.

22 septembre 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.

27 août 2021

Investment Outlook – July 2021

Discover Loomis Sayles’ latest quarterly outlook.

22 juillet 2021

Loomis Sayles on Loans – Q2 2021

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

20 juillet 2021

Asia High Yield Outlook

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

13 juillet 2021

Loomis Sayles: Three Questions on Liability Hedging

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

25 juin 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.

1 juin 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.

6 mai 2021

Les nouvelles approches des assureurs pour trouver du rendement

Les assureurs délaissent les obligations traditionnelles pour des titres de créance au rendement plus élevé, en exploitant tout le spectre de la structure du capital.

29 avril 2021

Loomis Sayles on Loans - Q1 2021

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

26 avril 2021

Dette privée et liquidité sont enfin compatibles

Les bénéficiaires des régimes de retraite à cotisations définies et les régimes à prestations définies de petite taille ont enfin accès aux actifs illiquides.

13 avril 2021 Murtaza Merchant - Alex Thompson

Smart Pension intègre des actifs illiquides privés dans son fonds par défaut (cotisations définies)

23 mars 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.

9 mars 2021

Loomis Sayles on Loans - Q4 2020

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

26 janvier 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.

4 novembre 2020

Loomis Sayles crée une équipe dédiée au crédit en euro

2 novembre 2020

Loomis Sayles on Loans - Q3 2020

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

20 octobre 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.

12 octobre 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

16 septembre 2020

Loomis Sayles: Blended Emerging Markets Debt a Paradigm Shift

Think differently about emerging markets (EM) debt investing.

9 septembre 2020

Loomis Sayles on Loans - Q2 2020

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

25 août 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.

20 août 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.

18 août 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.

10 août 2020

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

How is the pandemic impacting issuers from an ESG standpoint

10 juin 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.

12 mai 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.

4 mai 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.

30 avril 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.

16 avril 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.

14 avril 2020

Gestion dynamique des primes de risque

Exploiter le caractère cyclique des facteurs d’investissement.

26 février 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.

15 janvier 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.

9 janvier 2020

Loomis on Loans Q3 2019

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

23 octobre 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.

19 août 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.

15 août 2019

Loomis Sayles - Growth Equity Alpha Thesis 2019

Continuing to Seek Risk-Adjusted Excess Returns.

10 juillet 2019

Visionner

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.

12 juin 2019 Kevin P. Kearns

Loomis Sayles et McDonnell Investment Management annoncent un accord en vue de leur rapprochement

28 novembre 2018

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.

10 octobre 2018

Une alternative aux stratégies obligataires Buy and hold

Une stratégie buy and maintain a deux objectifs : atteindre un niveau de revenu donné et s’assurer que les portefeuilles obligataires ne souffrent pas du risque de défaut lorsque les taux d’intérêt montent et que les économies surchauffent.

10 juillet 2018 Gene Morrison - Farhat Selmi

Loomis Sayles nomme une nouvelle directrice de l'ESG

27 avril 2018

Multi-Asset Credit Investing

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

1 avril 2018

High Yield Credit Investing Late in the Cycle

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

24 mars 2018

Les prets aux entreprises, une classe d'actifs arrivée à maturité

Les prêts aux entreprises offrent un potentiel de rendement considérable par rapport aux obligations investment grade et d'excellentes caractéristiques de rendement/risque comparé à d'autres instruments de crédit.

21 décembre 2017 John R. Bell - Jean-Luc Simon

Loomis Sayles nomme son PDG au poste de président du conseil d’administration

30 mars 2017

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