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Treasury Liquidity on the Rebound
It’s amazing what you can achieve with a budget of $75 billion per day. Since mid-March, the Federal Reserve has[…]
Three Questions on China’s Geopolitical Balancing Act
How might China manage its strategic relationships with Russia and the West as the war continues? Senior Sovereign Analyst Bo[…]
Russia-Ukraine Conflict: Updated Views Post-Invasion
Loomis Sayles' Macro Strategies Group shares an update on their views surrounding the Russia-Ukraine conflict.
Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes
Loomis Sayles' Macro Strategies Group looks at three scenarios for the Russia-Ukraine conflict and how those outcomes could impact financial[…]
2022 Macro Outlook: Views on Inflation, the Fed and the Expansion
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
2022 Securitized Credit Outlook: Views on the Consumer, Commercial Real Estate and Opportunity
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions
Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.
2022 Investment Grade Credit Outlook: Views on Risk Appetite, Rising Stars and Trends
Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.
2022 Municipal Bond Outlook: Views on Rates, Fundamentals and Infrastructure
Members of Loomis Sayles' Municipal Sector Team weigh in on key themes in 2022.
2022 Global Credit Outlook: Views on Growth, the ECB and ESG Investing
Members of Loomis Sayles' Global Credit Sector Team share their views on key themes in 2022.
2022 Emerging Markets Debt Outlook: Views on Fundamentals, EM Asia and Opportunities
Loomis Sayles' Emerging Markets Debt Sector Team share their views on key themes in 2022.
2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR
Cheryl Stober shares her views on key themes in the bank loans space in 2022.
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