Insights

Market Commentary & Outlook

October 7, 2024•7 min read

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.

Macro Strategies

Market Commentary & Outlook

September 11, 2024•5 min read

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.

Macro Strategies

Market Commentary & Outlook

August 5, 2024•1 min read

Credit Compass: Mapping the Markets as Conditions Evolve

Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.

Market Commentary & Outlook

July 1, 2024•10 min read

July 2024 Investment Outlook

Investor risk appetite should remain strong as central banks ease policy in response to lower inflation.

Macro Strategies

Market Commentary & Outlook

July 1, 2024•4 min read

A Mysterious Employment Report: Reconciling Contradictory Messages

Chief Economist Brian Horrigan explains why he expects mean reversion after a conflicting employment report in May.

Macro Strategies

Market Commentary & Outlook

June 28, 2024•5 min read

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[…]

Macro Strategies

Market Commentary & Outlook

June 20, 2024•6 min read

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.

Macro Strategies

Market Commentary & Outlook

March 7, 2024•6 min read

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.

Macro Strategies

Alpha Engine Perspectives

February 15, 2024•4 min read

Structured Finance Outlook: Supply, Demand and the Consumer

The Loomis Sayles Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS and more.

Structured Finance

Alpha Engine Perspectives

January 31, 2024•5 min read

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.

Market Commentary & Outlook

January 29, 2024•1 min read

Credit Compass: Mapping the Markets in 2024

Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.

Market Commentary & Outlook

January 26, 2024•4 min read

IG Credit Outlook: Potential for a Technical Tailwind

The Loomis Sayles Investment Grade Credit Sector Team shares their outlook for 2024.