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EM Debt Defaults Reveal Distinctions Within the Asset Class
When it comes to thinking about opportunities and risks in emerging markets (EM), old habits die hard. Investors and news[…]
Deal or No Deal, the UK Faces Risks Beyond Brexit
The UK faces a protracted mix of problems that could weigh on the economy beyond the end of Brexit.
US Consumers Appearing Less Confident
The Conference Board’s Consumer Confidence Index suggests that consumers are not feeling optimistic. Could this mean the US recovery is[…]
US-China Relations: What’s New and What’s Next?
Senior Sovereign Analyst Celeste Tay reviews recent flashpoints between the US and China and how they could affect the countries'[…]
Chart of the Week: World Trade Volumes Have Collapsed
The global volume of exports has dropped 23% (not annualized) in just five months. There really is no precedent for[…]
Global GDP Themes and Forecasts (Infographic)
We believe the global economy appears to be working its way out of a deep recession. Read on for a[…]
Core Plus: Three Questions on What’s Changed Since the March Madness
The Loomis Sayles Core Plus Fixed Income Team shares their thoughts on the potential for downgrades in the BBB debt[…]
Full Discretion: Three Questions on What’s Changed Since the March Madness
The Loomis Sayles Full Discretion team answers questions on the recovery, government stimulus and how they're investing in this uncertain[…]
Emerging Market Equities: Three Questions on What’s Changed Since the March Madness
Portfolio Manager Ashish Chugh answers three questions about emerging market equities and what's changed since the market tumult in March.
Alpha Strategies: Three Questions on What’s Changed Since the March Madness
The Loomis Sayles Alpha Strategies Team answers three questions on corporate health, regime models and opportunities in emerging markets.
Bank Loans: Three Questions on What’s Changed Since the March Madness
In March, we saw three different roads back to par, with market recovery in 6-12 months the most likely. How[…]
Global Fixed Income: Three Questions on What’s Changed Since the March Madness
In March, the Loomis Sayles Global Fixed Income Team anticipated the economy could experience sluggish growth in the third quarter[…]
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