Loomis, Sayles & Company

We believe recent developments in Europe could support strong inflows into European credit in 2024. In a new video, Director of European Credit Trading Valerie Miles shares her outlook for the second half and beyond. Hear her insights below and discover more outlooks from our investment experts here: https://lnkd.in/e3t4UKG4 #Economy #Credit

Despite the quarter-over-quarter decline, the outlook for credit appears to be in good shape. According to our analysts, the credit outlook is stable or improving for 24 of the 29 industries covered in this quarter’s survey: https://lnkd.in/eXPjnc9J #CorporateHealth #Credit #Economy

In a new video, several of our fixed income portfolio managers share unexpected developments that have shaped their view of the credit markets. Hear their latest insights below and discover more mid-year outlooks from our investment experts here: https://lnkd.in/e3t4UKG4 #Economy #Credit #FixedIncome

Today we announced the expansion of the Loomis Sayles Mortgage & Structured Finance Team to include European ABS investment capabilities led by portfolio managers Sébastien Andre and Alexandre Boulinguez, who join us from Ostrum Asset Management. Learn more in our press release: https://lnkd.in/eUvQ98bc

High yield has held steady so far in 2024, but Senior Fixed Income Trader Jack Celata is watching to see if geopolitics create risks or opportunities in the second half of the year. Learn more in our new video below and discover more outlooks from our investment experts here: https://lnkd.in/e3t4UKG4 #Economy #HighYield

Our analysts' overall credit outlook remains above its level from six months ago, but it has decreased markedly from March levels driven by less-rosy expectations in the services sector. Learn more in the latest update of our CANDIs (Loomis Sayles’ Credit Analyst Diffusion Indices) survey: https://lnkd.in/eXPjnc9J #CorporateHealth #Credit #Economy

Our investors are watching how monetary policy, consumer health, earnings and profits will come together to drive the cycle and asset markets. Hear their latest insights below and discover more mid-year outlooks from our investment experts here: https://lnkd.in/e3t4UKG4 #Economy #Consumers #CreditCycle

This past weekend, members of Team Loomis Sayles (and their families) participated in the annual Run to Home Base event at Fenway Park, which raises funds to provide clinical care and support for veterans and their families. We are proud to support Home Base in its dedication to healing the invisible wounds of war for veterans, service members, military families and families of the fallen through world-class clinical care, wellness, education and research. Learn more about their work and how you can take part: https://runtohomebase.org/ #RTHB2024 #LifeAtLoomisSayles

Our latest analysis of corporate health highlights a modest divergence between the positive momentum of S&P 500 Index earnings expectations and the slightly more cautious views from our team of credit analysts. Learn more in our blog post: https://lnkd.in/eXPjnc9J #CorporateHealth #Credit #Economy

“A lot of the idea with being inclusive and diverse came from essentially the way that we've built the team. I know I do not know everything so I always survey the team and talk about the latest skills or something that we are missing that we should be looking for when we hire. In doing so, we find that the makeup of the team is people with a diverse set of backgrounds, diverse experiences.” Watch below to hear more from Chief Investment Risk Officer Mike Giles on how our Investment Strategy & Risk Management Team incorporates and models the Loomis Sayles IDEALS daily: https://lnkd.in/e6vJ75nR #LifeAtLoomisSayles