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As Populism Surges Globally, is it Fading in Central and Eastern Europe?
Global Macro Strategist Ramsey Andrawis offers a perspective on lessons learned from various populist policies in central and eastern Europe.
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
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
The Future of the UK Economy Under Labour’s Policy Framework
Major political shifts in the UK have historically been followed by profound economic changes, and this occasion might be no[…]
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.
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Credit Compass: Mapping the Markets in 2024
Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.
IG Credit Outlook: Potential for a Technical Tailwind
The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.
Euro Credit Outlook: Cautious on Weakening Fundamentals
The Loomis Sayles Global Credit Sector Team shares their expectations for euro IG credit, including the technical themes they’re watching[…]
EM Debt Outlook: Growth Drivers Persist
EM credits could benefit from the tamer inflation outlook and persistent growth drivers in a variety of industries.
Bank Loans Outlook: On Firm Footing
Investment Director Cheryl Stober shares her team's expectations for defaults, supply/demand technicals and bank loan return potential in 2024.
Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster
Municipal Bond Strategist Jim Grabovac looks at how the municipal bond market wrapped up 2023 and shares his expectations for[…]
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