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2026 Outlook for Private Credit: Q&A
In the private credit sector, investment opportunities will likely be influenced by AI- and technology-related capital spending, an increase in[…]
2026 Outlook for Municipal Credit: Q&A
Senior Investment Analyst Ryan Friend discusses the dynamics he expects to drive municipal bond markets in 2026.
2026 Outlook for Investment Grade Credit: Q&A
Loomis Sayles experts share their outlook for 2026, covering supply, industry trends and more.
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 “Normal” 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[…]
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