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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.
Credit Compass: Mapping the Markets as Conditions Evolve
The disinflation trend has continued, and a shift to easier monetary policy appears to be underway. Geopolitical risks and other[…]
Is China’s Fiscal Agenda Flying Under the Radar?
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
July 2025 Investment Outlook
Based on fundamentals, we expect the credit cycle’s expansion phase to continue despite ongoing geopolitical risk and trade uncertainty.
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.
Tariff Turnover: How the CIT Ruling Could Change US Trade Policy
Chief Economist Brian Horrigan recaps how the Court of International Trade's ruling against IEEPA tariffs could change the current trade[…]
Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
April 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
EM Debt Outlook: Anticipated Durability Despite the Unknowns
Within the emerging market debt sector, portfolio manager Elisabeth Colleran points to ratings upgrades and demonstrated resilience as factors contributing[…]
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.
Trade Breakdown: Where are the Trade Deficits?
The Loomis Sayles Macro Strategies team breaks down the US trade deficit by sector and country to provide helpful context[…]
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[…]
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