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China’s Vulnerability to a Potential Trade War 2.0
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
Deficits, Taxes and Trade: A Presidential Policy Breakdown
Chief Economist Brian Horrigan reviews the presidential candidates' policy proposals. Read on to learn about the implications for fiscal spending,[…]
As Populism Surges Globally, is it Fading in Central and Eastern Europe?
Global Macro Strategist Ramsey Andrawis offers a perspective on lessons learned from various populist policies in central and eastern Europe.
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
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
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.
Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Mortgage & Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS[…]
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Credit Compass: Mapping the Markets in 2024
Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.
IG Credit Outlook: Potential for a Technical Tailwind
The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.
Euro Credit Outlook: Cautious on Weakening Fundamentals
The Loomis Sayles Global Credit Sector Team shares their expectations for euro IG credit, including the technical themes they’re watching[…]
EM Debt Outlook: Growth Drivers Persist
EM credits could benefit from the tamer inflation outlook and persistent growth drivers in a variety of industries.
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