Insights
Our professionals offer deep knowledge and experience in a diverse range of global asset classes and market sectors. Tap into our investment insights to stay informed with timely analysis and thoughtful commentary.
Filters:
Clear AllAll Insights
Can the ECB Teach an Old Dog New Tricks?
Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy[…]
One Year Into the Russia-Ukraine War, and No End in Sight
One year after the invasion, Senior Sovereign Analyst Hassan Malik looks at the state of affairs in the Russia-Ukraine war[…]
Mortgage & Structured Finance Outlook: Where We See the Value
The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.
IG Outlook: Positive Technicals, Deteriorating Fundamentals
The Loomis Sayles Investment Grade Sector Team shares their expectations for the IG corporate bond market in 2023.
High Yield Outlook: Considering Catalysts for Wider Spreads
The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.
EM Debt Outlook: China Takes Center Stage
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
Global Credit Outlook: Cautious on Turbulence & Technicals
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in[…]
Bank Loans Outlook: Don’t Miss Out on the Opportunity
Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.
Municipal Outlook: Fresh Opportunities After the Pressures of 2022
Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
China’s Road to Reopening
As the second-largest economy in the world, China’s reopening has important economic and market implications. Here are some key considerations.
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Stay up to date on the latest insights, news and press releases
Many investors face challenges navigating the complexity & fluidity of the financial landscape. Stay informed about market trends & subscribe to our insights & In Short research notes.