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Eyeing EM Corporate Debt?
Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within[…]
The New Drivers Behind EM Equity’s Remarkable Rebound
EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
In May, global PMI reached its highest level since 2010, led by developed markets. Could developed market manufacturing run out[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Global GDP Themes and Forecasts (Infographic)
Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
The American Jobs Plan and its Impact on the Power Sector
Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the[…]
Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Mortgage[…]
Chart of the Week: Commodity Prices Pop as Demand Takes Off
As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure.
Even Central Banks Experiment
We have witnessed central banks implement, reduce and exit quantitative easing programs to influence interest rates. Yield curve control is[…]
Will Cruiselines Finally Begin Sailings Out of the US This Summer? A Look at Recent Guidance From the CDC
Senior Credit Research Analyst Joanne McIntosh looks at recent CDC guidance and what it might take to get cruiselines sailing[…]
Loomis Sayles’ Investment Outlook – April 2021
We expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion.
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