Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
2026 Outlook for High Yield Credit: Q&A
Loomis Sayles experts discuss a foundational shift in the high yield credit market and their outlook going forward.
2026 Outlook for Mortgage and Structured Finance: Q&A
Investment Strategist David Rittner discusses potential diamonds and landmines within mortgage and structured finance in 2026.
2026 Outlook for Emerging Market Debt: Q&A
Loomis Sayles experts share why they expect continued resilience in emerging market debt in 2026.
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[…]
Are French and Italian Yields More āNormalā Than You Think?
French and Italian 10-year yields have converged over the past several months. Global Macro Strategist Jon Levy entertains a theory[…]
October 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Credit Compass: Mapping the Markets as Conditions Evolve
The disinflation trend has continued, and a shift to easier monetary policy appears to be underway. Geopolitical risks and other[…]
July 2025 Investment Outlook
Based on fundamentals, we expect the credit cycleās expansion phase to continue despite ongoing geopolitical risk and trade uncertainty.
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]

Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our āIn Shortā research notes.