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High Yield Credit Outlook: Compelling Carry & Structural Tailwinds
The Loomis Sayles High Yield Sector Team shares its views on the high yield credit market, including the trends and[…]
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.
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.
Transformative Technology: A Look at Industrials, Healthcare & Financials
As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Fitch Downgrades US Treasurys: A Tale of Debt and Dysfunction
Fitch Ratings has downgraded the long-term rating of US Treasurys from AAA to AA+. Chief Economist Brian Horrigan shares his[…]
Surprises from the First Half of 2023: In Private Credit, Steady Issuance Despite Challenging Conditions
Loomis Sayles' Private Credit Group discusses how issuance in the private credit markets bucked the trend and maintained typical levels[…]
Surprises from the First Half of 2023: Our Investors Weigh In
We asked a few of our investors to share an unexpected development that changed their outlook or the opportunity set[…]
Debt Ceiling Drama: We’re in for a Nail-Biter
Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
Three Questions on Political Risk in Emerging Markets
With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop
It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
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