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Big-Picture Insights from the Loomis Sayles Alpha Strategies Team
The Loomis Sayles Alpha Strategies team shares some insights as markets grapple with three issues: the impact of COVID-19, an[…]
Quick Takes on the Market and Economic Impact of the Coronavirus
Loomis Sayles experts share quick takes on the market and economic impact of COVID-19.
The Coronavirus: Distinguishing Short-Term Tumult from Long-Term Impact
Markets have sent a clear message in recent days: investors are afraid of the coronavirus. Read on for our assessment[…]
Wuhan Coronavirus: Key Variables to Watch
There are still many unknowns, but there are some indications that the outbreak may not be as severe as our[…]
Global GDP Themes and Forecasts (Infographic)
The coronavirus outbreak is likely to inflict economic pain on China and neighboring countries, but the impact should be largely[…]
The Brexit Beat – Phase One is Done
Nearly three and a half years after the Brexit referendum, the UK finally exited the EU. Now they will move[…]
First Quarter Investment Outlook
If the current expansion can stay on track, we anticipate another year of positive risk asset performance.
2020 Sector Outlook: US Municipals
We expect municipal returns will be less than they were last year. However, we believe relatively constrained tax-exempt issuance and[…]
2020 Sector Outlook: Mortgage and Structured Finance
We believe that securitized sectors have the potential to generate attractive risk-adjusted returns in 2020, with potentially lower volatility.
2020 Sector Outlook: Emerging Market Equities
We are bullish on emerging market equities given valuations, continued low interest rates and cyclical and structural growth in many[…]
2020 Sector Outlook: European Investment Grade Corporate Credit
We believe the sector stands to benefit from healthy supply and demand balances, likely offsetting tight valuations and weakening fundamentals.
2020 Sector Outlook: Emerging Market Credit, Local Debt and Currencies
We expect emerging market fixed income asset classes to continue to perform well in 2020. Though the sector appears to[…]
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