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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.
January 2025 Investment Outlook
Solid fundamentals should help drive positive credit and equity market performance into 2025.
Corporate Health: Stability in a Late-Stage Expansion
Global Macro Strategist Craig Burelle discusses the results of Loomis Sayles' Credit Analyst Diffusion Indices, which highlight shifting trends in[…]
July 2024 Investment Outlook
Investor risk appetite should remain strong as central banks ease policy in response to lower inflation.
Corporate Health Restoration Remains on Track
Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]
Macro Outlook: Rates and Profits Critical to the Path Forward
Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.
Corporate Health is On the Mend, Powered by Manufacturing
Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience[…]
Corporate Health Stabilizes, but We Expect More Weakness Ahead
Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit[…]
Corporate Health Weakens as Pricing Power Falls Sharply
Senior Macro Strategies Analyst Craig Burelle paints a picture of a corporate sector under increasing stress but nowhere near the[…]
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
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