Insights

Market Commentary & Outlook

December 24, 2019•2 min read

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.[…]

Market Commentary & Outlook

December 24, 2019•1 min read

2018 Sector Teams’ Outlook: Corporate Credit

Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our investment grade[…]

Alpha Engine Perspectives

December 24, 2019•1 min read

2018 Sector Teams’ Outlook: Bank Loans

Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans[…]

Full Discretion

Market Commentary & Outlook

December 24, 2019•2 min read

2018 Sector Teams’ Outlook: Emerging Market Credit, Local Debt and Currencies

Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our emerging markets[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Fourth Quarter Investment Outlook

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

Market Commentary & Outlook

December 24, 2019•1 min read

First Quarter Investment Outlook

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

Market Commentary & Outlook

December 24, 2019•2 min read

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[…]

Alpha Engine Perspectives

December 24, 2019•1 min read

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[…]

Full Discretion

Market Commentary & Outlook

December 24, 2019•1 min read

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[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Second Quarter Investment Outlook

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

Market Commentary & Outlook

December 24, 2019•3 min read

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[…]

Market Commentary & Outlook

December 24, 2019•1 min read

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[…]