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Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to[…]
Waiting to Exhale: Commercial Real Estate Lending and Small Banks
Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Credit Compass: Mapping the Markets in 2024
Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.
IG Credit Outlook: Potential for a Technical Tailwind
The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.
Euro Credit Outlook: Cautious on Weakening Fundamentals
The Loomis Sayles Global Credit Sector Team shares their expectations for euro IG credit, including the technical themes they’re watching[…]
EM Debt Outlook: Growth Drivers Persist
EM credits could benefit from the tamer inflation outlook and persistent growth drivers in a variety of industries.
Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster
Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for[…]
High Yield Credit Outlook: Compelling Carry & Structural Tailwinds
The Loomis Sayles High Yield Sector Team shares its views on the high yield credit market, including the trends and[…]
Macro Outlook: Rates and Profits Critical to the Path Forward
Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.
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.
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