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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[…]
2019 Sector Teams’ Outlook: Bank Loans
We expect the formation of collateralized loan obligations to remain a positive technical driver for loan demand through 2019. We[…]
2019 Sector Teams’ Outlook: Emerging Markets Credit, Local Debt & Currencies
We remain cautiously optimistic on emerging markets (EM) in 2019 despite a challenging 2018. Tightening global liquidity is a risk[…]
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[…]
Q4 Investment Outlook
With limited evidence of excess in the global financial system and mostly low interest rates around the world, I am[…]
Fourth Quarter Investment Outlook
We think an outright recession in the next 12 months is unlikely, but we need to see a cyclical pickup[…]
The Brexit Beat – Some Certainty Amid Uncertainty
Never a dull moment in UK politics. The EU finally granted the UK a Brexit extension to January 31, with[…]
The Brexit Beat – Boris vs. Parliament: From Optimism to More Uncertainty
UK Parliament held two key Brexit votes today. UK Prime Minister Boris Johnson won the first vote, support for the Withdrawal[…]
Manufacturing & Exports: The Good, The Bad & The Ugly
The ISM’s US manufacturing surveys are widely recognized gauges of economic health. They’ve taken us on a ride in recent[…]
Is China’s Renminbi the New “Safe Haven” Currency in Asia?
Has China’s renminbi unseated the Japanese yen as the new “safe haven” currency in Asia? Some market commentators have adopted[…]
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