News•Mar 5, 2026
Loomis Sayles Core Plus Full Discretion: A Differentiated Approach
Loomis Sayles introduced its Core Plus Full Discretion strategy as a response to the 2022 yield reset that ended a long low‑rate era. The approach diverges from traditional domestic core fixed‑income by employing active, discretionary management to capture income and total‑return opportunities. It leverages a broad opportunity set and a systematic process designed to manage economic, interest‑rate, and credit cycle risks. The fund aims to deliver differentiated performance for investors seeking both stability and upside in a shifting rate environment.
By Loomis Sayles — Blog
News•Mar 5, 2026
Navigating Euro Credit: Fundamentals, Valuations & Technicals
Pim van Mourik Broekman outlines the Euro credit market’s current landscape, highlighting overweight financials and utilities versus underweight industrials. He warns that geopolitical tensions and divergent central‑bank policies—particularly the ECB’s dovish stance against the Fed’s tightening—could steepen the yield curve. Valuations...
By Loomis Sayles — Blog
News•Mar 3, 2026
Repeatable by Design: Meet the Full Discretion Team
Loomis Sayles introduced its Full Discretion team, highlighting a credit‑cycle lens, bottom‑up security analysis, and a disciplined, repeatable investment process. The team operates with full discretion to adjust allocations swiftly as market conditions evolve. The communication emphasizes that the methodology is...
By Loomis Sayles — Blog
News•Feb 24, 2026
Unlocking Value in Private Credit: Inside Loomis Sayles’ Integrated Approach
Loomis Sayles sees the expanding private‑credit market as a source of higher yields and structural protections for fixed‑income investors. To exploit this, the firm created a dedicated Private Credit Team that works alongside its public‑markets portfolio managers, credit researchers, and legal...
By Loomis Sayles — Blog
News•Feb 18, 2026
2026 Global Bond Credit Outlook: Q&A
European investment‑grade credit remains resilient in early 2026 despite a 2% YoY dip in EBITDA growth and modest leverage creep. Interest‑coverage ratios have stabilised and rating upgrades in Spain and Italy bolster the sector’s outlook. Spreads have tightened to historic...
By Loomis Sayles — Blog
News•Feb 17, 2026
Corporate Health Outlook: Improvement Broadens as Expectations Rise
Loomis Sayles’ Credit Analyst Diffusion Indices (CANDIs) survey shows analyst optimism at its highest in several quarters, driven by stronger profit margins and declining leverage across most industries. Margin expectations rose sharply for both services and manufacturing, while leverage fell to...
By Loomis Sayles — Blog
News•Feb 17, 2026
Convergence: Navigating the Blurred Lines Between Public and Private Credit
In a recent InsuranceAUM interview, Chris Gudmastad, Head of Private Credit, discusses the growing convergence between public and private credit markets. He highlights how blended financing structures are blurring traditional asset class boundaries and reshaping investment opportunities. The conversation underscores...
By Loomis Sayles — Blog