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Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
Auto Sector Under Pressure: Tariffs, Strategies and Outlook
Andrew Henwood, from the Loomis Sayles Disciplined Alpha Team, discusses the impact of tariffs on autos and evaluating credit risk[…]
Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
Weighing the Ingredients that Matter for Global Bank Credit Spreads
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence[…]
What’s Next for the Credit Cycle?
Credit markets are frequently moving. During our decades as bond investors, we’ve seen them frozen during times of crisis, frothy[…]
Impact of AI-Related Debt Financing on the Corporate Bond Market
The anticipated global expansion of data centers and artificial intelligence (AI) infrastructure over the next three to five years presents[…]
Trade War 2.0 is Not Likely to Rebalance US-China Trade
Tariffs may change trade flows at the margin, but they are a surface-level fix for a deeper problem.
Oil’s Rocky Road Ahead: Short-Term Pain and Long-Term Potential
Senior Credit Research Analyst Ryan McGrail breaks down the factors influencing the oil market and explores why near-term pain might[…]
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
Tracking a Likely Expansion of the European Securitisation Market
The Loomis Sayles Mortgage and Structured Finance Team discusses new legislation that they believe has the potential to unlock significant[…]
Pulse Check: What Our Credit Health Index Reveals About the Credit Cycle
Megan Wan, CFA, Quantitative Analyst, and Tyler Silvey, CFA, Global Macro Strategist, talk about the CHIN and what it’s telling[…]
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