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2021 Outlook: Three Questions for the Emerging Markets Debt Sector Team
The Loomis Sayles Emerging Markets Debt Sector Team shares their views on corporate spreads, foreign exchange and leverage in 2021.
Senate Split Likely to Draw Policy Toward the Center
Brian Horrigan shares his thoughts on what the 50-50 split in the Senate might mean for the Biden administration’s agenda.
2021 Outlook: Three Questions for the High Yield Sector Team
Loomis Sayles' high yield sector team discusses downgrades, defaults and value in the high yield market in 2021.
For Insurers, Time to Take a Broader View of Securitized Investing
Insurers generally take a narrow approach to investing in the securitized sector, usually through allocations in their investment grade fixed[…]
Can The US Consumer Stay Healthy This Winter?
A K-shaped recovery is an uneven one in which some industries and some groups get left behind. That is what[…]
Looking in the Rearview Mirror: Risk Mitigation and the Presidential Election
Systematic Investing Strategies Portfolio Manager Harish Sundaresh and Product Manager Roger Ackerman take a look in the rearview mirror at[…]
Key Changes Shaping a New Path for China’s Recovery
Many market participants expect major economies to follow a path to recovery similar to China’s, but we see three key[…]
Reality Check: Looking Behind the Headlines of the Recent China Defaults
Zhi Wei Feng discusses why we believe the market reaction to recent onshore debt defaults in China was based on[…]
Global GDP Themes and Forecasts (Infographic)
While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of[…]
Why Banks Need to Do Better Disclosing Climate Change Risks
Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]
With a Divided Government, Healthcare Companies Appear Well-Positioned
With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.
Why Municipal Market Demand Remains Robust Despite Rising Defaults
Municipal bond defaults have been rising, but investor demand remains robust. This incongruence may suggest the municipal market is behaving[…]
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