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Banks Are Doing Better Disclosing Climate Risks. They Need To Do Better Still.
Senior Global Equity Opportunities Analyst Julian Wellesley looks at the progress banks have made in disclosing their #climate risks and[…]
The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally
Though we are wary of suggesting that “it’s different this time,” we see reasons to believe the most recent yield[…]
High Yield Bonds and Loans: The Correlation Breakdown
A look at the recent shift in bank loan and high yield bond correlations and why it matters for fixed[…]
Three Questions on China’s Geopolitical Balancing Act
How might China manage its strategic relationships with Russia and the West as the war continues? Senior Sovereign Analyst Bo[…]
Gauging Emerging Local Markets
Senior Sovereign Analyst Gregory Hadjian and Alpha Strategies Portfolio Managers Andrea DiCenso and Peter Yanulis consider the potential opportunity offered[…]
Russia-Ukraine Conflict: Updated Views Post-Invasion
Loomis Sayles' Macro Strategies Group shares an update on their views surrounding the Russia-Ukraine conflict.
Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes
Loomis Sayles' Macro Strategies Group looks at three scenarios for the Russia-Ukraine conflict and how those outcomes could impact financial[…]
2022 Macro Outlook: Views on Inflation, the Fed and the Expansion
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]
2022 Securitized Credit Outlook: Views on the Consumer, Commercial Real Estate and Opportunity
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions
Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.
2022 Investment Grade Credit Outlook: Views on Risk Appetite, Rising Stars and Trends
Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.
2022 Municipal Bond Outlook: Views on Rates, Fundamentals and Infrastructure
Members of Loomis Sayles' Municipal Sector Team weigh in on key themes in 2022.
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