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April 2026 Investment Outlook
We believe the expansion phase of the credit cycle will continue through 2026, but markets will likely experience a number[…]
Corporate Health Outlook: Improvement Broadens as Expectations Rise
Loomis Sayles' latest credit survey shows optimism climbing higher, driven by stronger profitability and balance sheets. But with earnings expectations[…]
2026 Macro Outlook: Q&A
Global Macro Strategist Craig Burelle kicks off our annual sector outlook series with his views on the macroeconomic backdrop.
January 2026 Investment Outlook
We believe the stage is set for robust earnings growth across developed and emerging markets. In 2026, healthy economic growth[…]
Corporate Health Outlook: Strengthening Late in the Cycle
Global Macro Strategist Craig Burelle discusses our latest survey of Loomis Sayles credit analysts, which suggests that corporate health is[…]
October 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
Corporate Health Outlook: Holding the Line Amid Cost Pressures
The corporate landscape remains resilient, albeit under increasing pressure. Global Macro Strategist Craig Burelle discusses key corporate health metrics to[…]
July 2025 Investment Outlook
Based on fundamentals, we expect the credit cycle’s expansion phase to continue despite ongoing geopolitical risk and trade uncertainty.
Cracks in the Armor of Corporate Health
Our latest survey of Loomis Sayles' credit analysts suggests a deteriorating outlook for corporate health, which has been a key[…]
April 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
Corporate Health: Resilience in the Face of Higher Costs
Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]
Macro Outlook: Sticking to the Soft Landing
Global Macro Strategist Craig Burelle kicks off our annual outlook series with his views on the macroeconomic landscape.
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