Insights

Global Growth Themes and Forecasts (Infographic)

Global growth has chugged along at a modest pace throughout 2017, and I expect more of the same heading into[…]

Global Growth Themes and Forecasts (Infographic)

Don't let increased volatility throw you off track. We believe key drivers of growth around the world remain in place.[…]

Global Growth Themes and Forecasts (Infographic)

After a dip in global real economic growth last year, when a collapse in oil prices crushed the energy sector[…]

Global Growth Themes and Forecasts (Infographic)

A synchronized pickup in global economic activity has lifted the spirits of businesses, consumers and investors worldwide. Though many equity[…]

2018 Sector Teams’ Outlook: Government and Currencies

Investing in the information age can be a noisy endeavor – investors are barraged with new information minute by minute.[…]

Fourth Quarter Investment Outlook

The US and China look set to propel global growth forward in the quarters ahead, supported by stable growth and[…]

First Quarter Investment Outlook

Global economic activity appears to be slowing down. But slowing down and tipping into recession are two different things. I[…]

2019 Sector Teams’ Outlook: Governments and Currencies

Sector teams are a critical part of the investment process at Loomis Sayles. They bring together traders, analysts, strategists and[…]

Second Quarter Investment Outlook

The road ahead for risk assets looks pretty smooth right now. But valuations already baked in a fairly rosy macroeconomic[…]

Second Quarter Investment Outlook

While the markets in the first quarter may have been roiled by a former antagonist—volatility—the outlook for the rest of[…]

Third Quarter Investment Outlook

Global growth has been less synchronized lately, but I’m not sounding the alarm. The US economy is approaching its fastest[…]

US Fed Ends Quantitative Easing: 5 Insights from the FOMC Statement