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Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to consider when[…]
Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle
The Loomis Sayles Macro Strategies Team reacts to the initial US election results and the potential impact on fiscal policy,[…]
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[…]
Meeting Complex Insurance Client Needs with Custom Technology
At Loomis Sayles, our Technology team partners closely with the Insurance Solutions team to tackle our clients’ investing challenges. Insurers[…]
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,[…]
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain[…]
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.
Will Government Debt be the Next Big Thing for Bond Markets?
As a rule, deficits do not matter until they suddenly do. Across DM economies, a broad pattern of structural and[…]
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.
Is the Soft Landing Doomed?
Global Macro Strategist Tyler Silvey and Sovereign Analyst Matthew Novak dig into the fundamentals and the implications for a soft[…]
Credit Compass: Mapping the Markets as Conditions Evolve
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
Positive Momentum in Corporate Health Has Throttled Back
Loomis Sayles' latest credit survey shows optimism climbing higher, driven by stronger profitability and balance sheets. But with earnings expectations[…]
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