November 15, 2018

Think Broadly. Act Decisively.™

Unleashing the Superpower of Bonds

When interest rates rise, bonds can get a bad rap. Watch to see why you should think twice before bailing on bonds.

More from Loomis Sayles

Loomis Sayles

Corporate Health Outlook: Holding the Line Amid Cost Pressures

Our June 2025 survey of corporate health, quantified through Loomis Sayles’ Credit Analyst Diffusion Indices or CANDIs, reveals a corporate landscape that remains resilient, albeit under increasing pressure. Late-cycle dynamics are evident, with ...

Jul 07, 2025

Loomis Sayles

Ten Things to Know About Fed Leadership and the Path to a New Fed Chair

The topic of Federal Reserve leadership has become a hot issue recently. Here are 10 key points to keep in mind about Fed leadership and the nomination process for Fed Chair. Jerome Powell’s term as Chair of the Board of Governors of the Federal ...

Jun 27, 2025

Loomis Sayles

Global GDP Themes and Forecasts

As the saying goes, “the only constant is change,” and ongoing tariff policy wildcards are serving to validate this adage. Undefined trade implications continue to hang over the global economy. Even with some deals and tariff pauses, the world faces ...

Jun 10, 2025

Loomis Sayles

The Federal Student Loan Repayment Reckoning: The Consumer ABS Risk Driver Investors May Be Overlooking

After a nearly five-year pause, around 19 million federal student loan borrowers are now on the hook to make payments on $600 billion in outstanding debt, with another roughly 8 million borrowers (about $400 billion) expected to begin repayment by ...

Jun 05, 2025

Loomis Sayles

Tariff Turnover: How the CIT Ruling Could Change US Trade Policy

Tariff headlines continue to roll in. On the night of 28 May, the US Court for International Trade (CIT) rejected President Trump’s use of the International Emergency Economic Powers Act of 1977 (IEEPA) to impose tariffs. The Trump administration has ...

Jun 02, 2025

Loomis Sayles

Downgrading US Debt; Upgrading Fiscal Anxiety

Moody’s downgrade of US Treasury debt from AAA to AA1 had been well foreshadowed, but the timing surprised us—we thought they would wait until Congress passed a budget. Moody’s cited well-known concerns that Fitch highlighted in its 2023 downgrade : ...

May 23, 2025

Loomis Sayles

Cracks in the Armor of Corporate Health

After several quarters of resilience, our latest survey of Loomis Sayles’ credit analysts yielded its weakest results since it launched in 2021. Conducted amid early April’s market volatility and tariff announcements, the survey revealed a concerning ...

May 15, 2025

Loomis Sayles

The (Trade) War You Start May Not Be the War You Get

It is a cliché of military history that it is easier to start a war than to end one, and the war one starts may not be the war one gets. If recent selloffs in the US Treasury, stock and dollar markets are any indication, this adage may also hold true ...

May 07, 2025

Loomis Sayles

EM Debt Outlook: Anticipated Durability Despite the Unknowns

1. With spreads having tightened so much over the past year, do you still see value in emerging markets? We do. Optically, emerging market (EM) spreads may look tight, however we continue to see value owing in part to the asset class's positive net ...

Mar 17, 2025

Loomis Sayles

Global GDP Themes and Forecasts

A global economic expansion appears to continue, but there is weakness beneath the worldwide headline growth figures. For a few euro zone economies, investors project growth rates of just 0.50% for 2025, which doesn’t leave much room before any ...

Mar 10, 2025

Loomis Sayles

Trade Breakdown: Where are the Trade Deficits?

Trade tensions are rising. The first week of March saw a flurry of trade headlines as the Trump administration imposed and subsequently delayed some tariffs on Canada and Mexico, and increased tariffs on China. These moves are just the beginning of ...

Mar 07, 2025

Loomis Sayles

Credit Compass: Mapping the Markets as Conditions Evolve

Fixed income investors are navigating the delicate balance between a supportive macroeconomic environment and tight spreads. Geopolitical risks and other variables loom ahead. Where will the economy and markets go from here? Click the image below to ...

Feb 21, 2025

Loomis Sayles

Corporate Health: Resilience in the Face of Higher Costs

The results of our latest survey of Loomis Sayles credit analysts, known as the CANDIs, reveal a complex but encouraging backdrop for corporate health. While input costs have been rising sharply, most key corporate fundamentals remain on solid ...

Feb 14, 2025

Loomis Sayles

Investment Grade Credit Outlook: Fundamentals in Focus

1. US credit markets faced a peculiar juxtaposition during 2024: tight credit spreads coupled with historically high all-in yields. Could this scenario persist in 2025? There is potential for this scenario to persist. And while tight spreads may ...

Feb 04, 2025

Loomis Sayles

European Credit Outlook: Robust Technicals Amid Subdued Growth

1. What do you think will drive European credit performance in 2025? The resilience of the US economy in 2024 stood out against the slower growth seen in the euro zone and China. Even so, European credit markets have shown robust technical support, ...

Jan 31, 2025

Loomis Sayles

Municipal Bond Outlook: Strong Demand Likely to Buoy the Market

1. What’s the current state of the municipal bond market, and what’s your outlook for 2025? After years of very low interest rates and pandemic-related distortions, the municipal market finally started to normalize last year with a positively sloping ...

Jan 17, 2025

Loomis Sayles

Bank Loans Outlook: Par for the Course

1. 2024 was a year of strong performance for the loan market. Are we in for more of the same this year? Yes, we think the loan market may see another year of strong performance. Macroeconomic conditions are supportive and corporate health looks ...

Jan 15, 2025

Loomis Sayles

Liability Management Exercises: Looking Beyond the Headlines

Over the past year, headlines about “creditor-on-creditor violence”—situations where different creditor groups clash over restructuring terms—have dominated the conversation in leveraged finance. While these high-profile disputes make for compelling ...

Jan 13, 2025

Loomis Sayles

High Yield Credit Outlook: Defaults in Check, Carry in Play

1. What’s your overall view of the high yield market as we enter the year? High yield bond investors have enjoyed a good run over the past couple of years, thanks to attractive all-in yields, tightening spreads and broadly stable credit fundamentals. ...

Jan 10, 2025

Loomis Sayles

Macro Outlook: Sticking to the Soft Landing

To kick off 2025, Loomis Sayles will feature forward-looking views on key segments of the fixed income market. Seasoned experts with knowledge and experience in each sector will answer three questions that drill into major themes for the year ahead. ...

Jan 06, 2025

Loomis Sayles

Put Away the Broad Brush: Recognize EM Debt Distinctions

Given how much the emerging market (EM) debt universe has evolved, we believe blanket statements about the sector should be a thing of the past. However, even now, headlines often do not distinguish between the characteristics of EM local-currency ...

Jan 02, 2025

Loomis Sayles

Global GDP Themes and Forecasts

The US economy has continued to grow at an exceptional level. The wealth effect on consumer spending has been a strong tailwind. US equities and credit spreads reflect market expectations for a soft landing. Inflation has been a little sticky of late ...

Dec 16, 2024

Loomis Sayles

Corporate Health: Stability in a Late-Stage Expansion

In our view, the corporate health outlook remains solid as we mark the third anniversary of the CANDIs survey. This quarter’s results show an improvement over last quarter’s six-month forward outlook, with corporate resilience strengthening and ...

Nov 20, 2024

Loomis Sayles

Fiber ABS: Financing the Future of Digital Infrastructure

Fiber-optic technology is transforming the way we connect to the internet, and fiber asset-backed securities (fiber ABS) can offer a way for investors to gain exposure to this digital shift. As telecom companies ramp up efforts to expand fiber ...

Nov 11, 2024

Loomis Sayles

Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle

The United States has finally gone to the polls, and Donald Trump has been declared the winner of the presidential election. The Republican Party succeeded in capturing the Senate, but House control remains in question with many races too close to ...

Nov 06, 2024

Global Climate Investing Survey 2025

Sponsored by Robeco

Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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