Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllFeatured Content
All Insights
Extra Credit
Yields on US Treasury notes maturing five years and longer have topped 5%. In 2023, we found that extending duration[…]
Municipal Market Update
The latest quarterly Municipal Market Update by the Loomis Sayles Municipal Bond Team.
October 2026 Investment Outlook
Our current thinking on the factors contributing to the credit cycle's persistent expansion phase.
Inside the Loomis Sayles Private Credit Team
Go inside the Loomis Saylesā Private Credit Teamās disciplined, collaborative process for evaluating private credit opportunities and structuring solutions for[…]
Private Credit: Myth vs. Reality
Private credit is often viewed as high-risk, opaque and limited to institutional investors. Greg Ward addresses these common misconceptions and[…]
The Complexity Premium in Private Credit
Complex financing needs can create compelling opportunities in private credit. Nathan McConnell explains how experienced investors can underwrite these structures[…]
Assessing El NiƱo’s Uneven Impact on EM Sovereigns
We assess the potential economic implications of a historically strong El NiƱo on emerging market sovereigns and where we think[…]
144A-For-Life Securities: A Growing Presence in High Yield
In 2007, the SEC amended Rule 144A to increase the liquidity of privately sold securities, make private offerings more attractive[…]
Parsing the New Life Insurance C-1 RBC Charges for CLOs/CBOs/CDOs
New C-1 capital charges could reshape how life insurers invest in CLOs, CBOs and CDOs. Our Insurance Solutions team breaks[…]
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's[…]
Solvency II Reform: Why European Insurers Should Revisit Securitised Credit
Solvency II reform cuts capital charges on senior European securitisations by up to 78% starting January 2027, reshaping the case[…]
Emerging Markets Debt Blended Total Return Monthly Strategy Update
This monthly review is intended to provide timely insight on recent performance, a current view of exposures, EM Credit &[…]
8664465.2.1

Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our āIn Shortā research notes.