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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[…]
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[…]
Corporate Health Indicators Signal an Economy in Transition
Most companies have held up despite weakening pricing power and profit margins. Whether they can keep that up will largely[…]
Why We Think Corporate Health Can Withstand an Economic Slowdown
Signs indicating financial markets are concerned about that slowdown have not been hard to spot. Even so, Craig Burelle shares[…]
2022 Macro Outlook: Views on Inflation, the Fed and the Expansion
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
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