Loomis, Sayles & Company

A key challenge that many industries continue to face is the rise in input and supply chain costs. Retail companies have been hit especially hard by rising transportation costs, adding significant pressure on profitability. Read more: https://lnkd.in/e-puKBVT #Economy #SupplyChain #Retail

Earlier this month, some of our Singapore-based employees volunteered at a booth at Food From the Heart’s annual Toy Buffet – a one-day carnival that treats about 3,000 children to a day of fun games, yummy food and toys. Every year, the event brings together individuals and organizations who share the same spirit of compassion and giving back to society, to build a stronger and more caring community. Learn more about Food From the Heart and see more photos from #ToyBuffet2024 here: https://lnkd.in/gq6y8XMB #LifeAtLoomisSayles #Volunteering #CSR

We are proud to announce that Chief Diversity, Equity and Inclusion Officer Marques Benton has been named the 2024 Multicultural Symposium Series’ Advocate of the Year. This award is in recognition of his dedication and advocacy for diversity, equity, inclusion, belonging and multiculturalism, as well as his commitment to fostering a more inclusive, equitable society. Please join us in congratulating Marques on this achievement! #LifeAtLoomisSayles

In a new blog post, Global Macro Strategist Craig Burelle examines some of the key research findings from our September 2024 survey of Loomis Sayles' credit analysts, known as the CANDIs (Credit Analyst Diffusion Indices): https://lnkd.in/e-puKBVT #Economy #CorporateHealth #Credit

The emergence of esoteric ABS has allowed investors to tap into nuanced economic trends and industry growth cycles, such as the rise of e-commerce, private aviation and fiber-optic networks. Learn more in our blog post: https://lnkd.in/eDcaGJzs #EsotericABS #Fiberoptics

“We believe investment excellence is born out of a culture that allows us to focus on our core competency of generating alpha. Our number one priority is serving our investors, the very people trusting in our ability to generate alpha for them in the long term.” – Aziz Hamzaogullari, Founder, Portfolio Manager and Chief Investment Officer of Growth Equity Strategies We are an asset manager whose culture is defined by an unwavering commitment to clients. Learn more about the Loomis Sayles advantage – in our colleagues’ own words – in our video below:

Driven by the rising demand for faster internet speeds and greater bandwidth, we believe fiber ABS is one of the most attractive opportunity sets in the esoteric ABS market. Though still a growing market segment, aggregate fiber ABS issuance has grown to over $10 billion, with more expansion expected: https://lnkd.in/eDcaGJzs #EsotericABS #Fiberoptics

As the fiber landscape evolves, we believe fiber ABS could be a fit for insurance mandates given their preference for longer-duration assets with stable cash flow profiles to match their liabilities. Learn more: https://lnkd.in/eDcaGJzs #EsotericABS #Fiberoptics

We expect broad-based positive corporate earnings through the first half of 2025 on the back of stable profit margins and solid free cash flow. We think political concerns are unlikely to disrupt the overall stability we’ve observed across the corporate landscape. Learn more: https://lnkd.in/eYabQE5b #Election #Economy

While we see the recent policy easing as a positive for China’s growth outlook, we believe the potential impact of new tariffs in the current economic landscape could be severe. Read more in our blog post: https://lnkd.in/endWwYvG