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
Why Municipal Market Demand Remains Robust Despite Rising Defaults
Municipal bond defaults have been rising, but investor demand remains robust. This incongruence may suggest the municipal market is behaving[…]
Reasons to Believe in a Recovery, Regardless of the Election Outcome
As we look through nearer-term instability from the election and the pandemic, here are some factors that give us confidence[…]
A Biden White House: Potential Policy Impact on the Oil & Gas Industry
Ryan McGrail summarizes potential policy proposals under a Biden administration and highlights the states and regions that could face federal[…]
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
What could a Biden victory mean for investors? Read our latest blog post from the Loomis Sayles Global Fixed Income[…]
When it Comes to Fiscal Policy, Does it Really Matter Who Wins the Election?
There appears to be an increased willingness to engage in deficit spending on both sides of the aisle in Washington,[…]
Election 2020: Expect the Unexpected?
The US political landscape could offer surprises beyond the November 3 election. Brian Horrigan outlines scenarios that, in his view,[…]
Loomis Sayles’ Global Fixed Income Team on COVID-19, Monetary and Fiscal Actions, Credit Markets and Future Tailwinds
On Friday, March 13, Loomis Sayles’ Global Fixed Income Team held a conference call to discuss the current market environment,[…]
Loomis Sayles’ Investment Outlook – October 2020
Investor resilience may be tested in the coming months with dwindling fiscal support and political uncertainty in the US. There’s[…]
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-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[…]
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.