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Market Commentary & Outlook
Debt Ceiling Drama: We’re in for a Nail-Biter
June 27, 2023•7 min read

Debt Ceiling Drama: We’re in for a Nail-Biter

Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a[…]
Alpha Engine Perspectives
Three Questions on Political Risk in Emerging Markets
June 8, 2023•4 min read

Three Questions on Political Risk in Emerging Markets

With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global[…]
Market Commentary & Outlook
Table Version - not using GDP Infographic
May 31, 2023•2 min read

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.
Market Commentary & Outlook
Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling
March 17, 2023•2 min read

Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop

It’s been—to put it mildly—an interesting time in the US Treasury market. Patrick Savery breaks down an example of how[…]
Market Commentary & Outlook
China’s Road to Reopening
March 13, 2023•3 min read

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[…]
Market Commentary & Outlook
One Year Into the Russia-Ukraine War
February 24, 2023•5 min read

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[…]
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
February 9, 2023•6 min read

Structured Finance Outlook: Where We See the Value

The Loomis Sayles Structured Finance Sector Team shares insights on consumers, real estate markets and more.

Structured Finance
Market Commentary & Outlook
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 23, 2023•3 min read

IG Outlook: Positive Technicals, Deteriorating Fundamentals

The Loomis Sayles Investment Grade Sector Team shares their expectations for the IG corporate bond market in 2023.
Market Commentary & Outlook
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 19, 2023•4 min read

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.
Market Commentary & Outlook
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 18, 2023•5 min read

EM Debt Outlook: China Takes Center Stage

The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.
Market Commentary & Outlook
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 13, 2023•6 min read

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[…]
Alpha Engine Perspectives
Macro Outlook: All Eyes on Central Banks’ Delicate Dance
January 5, 2023•2 min read

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.

Full Discretion
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