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Investment Grade Credit Outlook: Fundamentals in Focus
Devon McKenna digs into his outlook for investment grade credit, including the trends he expects to carry over from 2024[…]
European Credit Outlook: Robust Technicals Amid Subdued Growth
The Loomis Sayles Global Fixed Income Team share their 2025 outlook on the European credit market, including what they expect[…]
Macro Outlook: Sticking to the Soft Landing
Global Macro Strategist Craig Burelle kicks off our annual outlook series with his views on the macroeconomic landscape.
Municipal Bond Outlook: Strong Demand Likely to Buoy the Market
Read our 2025 outlook for the municipal bond market, including views on demand, issuance, and expected tax policy proposals.
Bank Loans Outlook: Par for the Course
We share our outlook on the bank loan market in 2025 and why we expect continued strong demand.
High Yield Credit Outlook: Defaults in Check, Carry in Play
Looking ahead, the fundamental picture for the high yield market continues to look solid, supported by a positive earnings backdrop[…]
January 2025 Investment Outlook
Solid fundamentals should help drive positive credit and equity market performance into 2025.
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.
Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Mortgage & Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS[…]
Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle
The Loomis Sayles Macro Strategies Team reacts to the initial US election results and the potential impact on fiscal policy,[…]
China’s Vulnerability to a Potential Trade War 2.0
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
Deficits, Taxes and Trade: A Presidential Policy Breakdown
Chief Economist Brian Horrigan reviews the presidential candidates' policy proposals. Read on to learn about the implications for fiscal spending,[…]
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