Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Quantitative Easing’s Positive Legacy for US Mortgage Holders
Loomis Sayles' Mortgage and Structured Finance Team breaks down the lasting impacts of quantitative easing on US mortgage holders.
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.
Surprises from the First Half of 2022: Russia’s Unexpected Invasion of Ukraine
Though the war in Ukraine has faded from the headlines in recent weeks, we still believe it is an area[…]
Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds
You might think these headwinds would be broadly negative for EM debt, but we see bright spots within the EM[…]
Why We Think Corporate Health Can Withstand an Economic Slowdown
Signs indicating financial markets are concerned about that slowdown have not been hard to spot. Even so, Craig Burelle shares[…]
Surprises from the First Half of 2022: Value Reemerging in TIPS
Concerns regarding inflation are almost everywhere you look—unless you happen to be looking at the Treasury bond market.
Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market
Exceptional circumstances roiled the loan market in the first half. It's impossible to say what will happen next, but the[…]
Price Caps on Russian Hydrocarbons: Be Careful What You Wish For
Recent G-7 discussions about imposing caps on the price of Russian oil and gas have led to some head-scratching. Senior[…]
Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads
The current spread differential between European and US corporate spreads have us considering a shift in our thinking.
Suppose They Gave a Recession, and Nobody Came
The business press sometimes likes to say that a recession is a decline of real GDP lasting at least two[…]
Reading the Housing Sector: The Good, the Bad and the Surprising
We think the housing sector should hold steady with good structural trends, a potentially bad environment for housing bargains and[…]
Taking the Consumer’s Temperature
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas shares her assessment of the US consumer.
Stay up to date on our latest research-driven insights.
We offer heightened perspectives to help you stay ahead. Subscribe to our “In Short” research notes.