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July 2024 Investment Outlook
Investor risk appetite should remain strong as central banks ease policy in response to lower inflation.
A Mysterious Employment Report: Reconciling Contradictory Messages
Chief Economist Brian Horrigan explains why he expects mean reversion after a conflicting employment report in May.
The Future of the UK Economy Under Labour’s Policy Framework
Major political shifts in the UK have historically been followed by profound economic changes, and this occasion might be no[…]
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.
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.
Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS and more.
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.
Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
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