Featured White Papers from Loomis, Sayles & Co.
December 14, 2023
Biodiversity is an emerging, and increasingly important, issue for managers to consider in investment management.
To date, we have found that due to limited data, tools and knowledge, the integration of biodiversity factors in investment research remains limited. Within the investment community, calls are growing to measure the impact and dependencies on biodiversity in portfolios. Market participants appear to be recognizing the importance and magnitude of potential risks and opportunities at play.
October 06, 2023
We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007.
April 13, 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.
October 13, 2022
The global economy appears to be headed for a downturn and we believe the clock is ticking on the US cycle as well.
September 16, 2022
The aftershocks of Europe's gas crisis could shape asset prices in a dynamic manner for years to come – both in Europe and globally.
June 15, 2022
As investors navigate an uncertain future after QE, the past may be their best guide.
April 08, 2022
With inflation and growth pressures in abundance, consider TIPS.
February 16, 2022
Senior Sovereign Analyst Hassan Malik explains why he believes Russia’s role in the global supply chain gives it enormous economic leverage over the West.
January 14, 2022
We think risk assets can offer opportunity in 2022 as long as investors can stomach potential volatility.
October 05, 2021
Markets tend to get a little bumpier at this stage of the expansion, but we believe risk assets should still perform well.
August 03, 2021
The business development companies (BDCs) sector could follow a growth path similar to REITs.
July 15, 2021
Even with high valuations, we believe earnings growth can beat consensus expectations. In this environment, we’re not shying away from the risk-on trade.
June 10, 2021
Loomis Sayles' Macro Strategies team shares their latest views on the credit cycle and key drivers they're watching.
May 11, 2021
Metal and mining companies face some risk of being saddled with stranded assets, but the story for these companies is complex and nuanced.
April 06, 2021
We believe risk assets have further to run as the credit cycle continues to move forward.
April 01, 2021
We are witnessing countries using yield curve control policies—despite many unknown factors and potential repercussions.
February 10, 2021
Engaging on ESG issues across our portfolios is part of our commitment to providing superior investment returns.
January 06, 2021
We believe key ingredients are in place for global financial markets to continue discounting the recovery phase of the credit cycle.
December 10, 2020
We have consistently observed that the market is inefficient at pricing specific risk. Loomis Sayles' full discretion investment style follows two core philosophies to help capitalize on this persistent inefficiency in corporate credit and drive excess return potential.
October 13, 2020
Key events related to fiscal policy, social distancing and COVID-19 could dictate US economic performance. Our outlook is broadly constructive.
September 16, 2020
Infrastructure financing is coming to the municipal bond market. What can we expect?
August 12, 2020
The fund's portfolio managers explain their differentiated approach and why they believe it can deliver attractive returns in any market environment.
July 09, 2020
As the economy moves into a credit repair phase, uncertainty related to the future implications of COVID-19 persists.
June 08, 2020
A manager's alpha thesis can offer insight into an investment strategy's performance potential. Our growth equity alpha thesis is the differentiated philosophy & process behind what we do every day.
May 11, 2020
Credit markets are moving fast. But periods of maximum uncertainty often make the most attractive entry points.
April 03, 2020
The Loomis Sayles municipal credit research team offers their current outlooks on key sectors.
March 20, 2020
In a rapidly evolving environment, our credit analysts offer their early takes on how key industries might fare.
March 10, 2020
Loomis Sayles analysts dove deep into the rapidly evolving green bond market. Read on for our findings.
February 13, 2020
Quantitative managers are creating investment strategies that harness AI. How should investors assess them?
January 21, 2020
Economic and corporate earnings growth will likely have to beat consensus expectations for investors to earn above-average returns in the year ahead.
December 11, 2019
Value investing is a part of who we are and how we manage the Investment Grade Bond Strategy. Learn more about our research-driven, contrarian approach.
October 04, 2019
Despite the potential for choppy trade, we could see mid-single-digit returns over the next 12 months.
August 08, 2019
Why we think Asia high yield credit can offer a distinctive opportunity.
July 12, 2019
We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand.
June 11, 2019
Loomis Sayles Strategic Alpha is a benchmark-agnostic core bond alternative, offering the potential for greater diversification in a risk-aware framework.
April 09, 2019
Markets anticipating rebound in growth and continued economic expansion.
February 01, 2019
Our 2019 Outlook from the Loomis Sayles Sector Teams shares insights and opportunities across every sector, from bank loans to currencies.
January 15, 2019
Modest total returns and above-average volatility may define the risk asset landscape in 2019 as economic and corporate earnings growth slow.
October 08, 2018
Growth and inflation within the world’s largest economies should remain near current levels, keeping the positive operating environment for companies intact.
September 12, 2018
The Loomis Sayles Multi-Asset Income Team shares their approach to creating sustainable, consistent income through any market environment.
July 09, 2018
Momentum in the US economy relative to the rest of the world should keep the Fed on its current path to higher short-term interest rates.
June 12, 2018
Christopher Romanelli examines the factors that could support the high yield market in a world of tighter monetary policy.
May 02, 2018
The LOIS spread is at its widest point since the financial crisis. It may be unnerving, but we don't think it's a sign of trouble in the financial system.
April 06, 2018
We expect the upward trend in rates to continue, but at a fairly slow pace that shouldn’t disrupt risk assets.
March 06, 2018
FX trading involves infinite complexities, opportunities and risks. Loomis Sayles breaks down some of the concepts and describes the firm's approach.
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