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2022 High Yield Credit Outlook: Views on Policy, Ratings and Opportunity
Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity[…]
COVID-19: Prepare for the Transition from Pandemic to Endemic
COVID-19 variants may come and go, but Senior Commodities Analyst Saurabh Lele thinks investors should plan for a longer-term scenario:[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
Can Healthcare Companies Withstand a Blue Wave?
Democrats could sweep the November elections according to many independent polls. What would that mean for the healthcare and pharmaceutical[…]
Rethinking Current Macro-Driven Fears About EM Equities
Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.
Eyeing EM Corporate Debt?
Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within[…]
The New Drivers Behind EM Equity’s Remarkable Rebound
EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
In May, global PMI reached its highest level since 2010, led by developed markets. Could developed market manufacturing run out[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Global GDP Themes and Forecasts (Infographic)
Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
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