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Macro Outlook: Sticking to the Soft Landing
Global Macro Strategist Craig Burelle kicks off our annual outlook series with his views on the macroeconomic landscape.
January 2025 Investment Outlook
Solid fundamentals should help drive positive credit and equity market performance into 2025.
Put Away the Broad Brush: Recognize EM Debt Distinctions
We believe blanket statements about the EMD debt universe should be a thing of the past. Read on to learn[…]
Global GDP Themes and Forecasts
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Corporate Health: Stability in a Late-Stage Expansion
Global Macro Strategist Craig Burelle discusses the results of Loomis Sayles' Credit Analyst Diffusion Indices, which highlight shifting trends in[…]
Fiber ABS: Financing the Future of Digital Infrastructure
Loomis Sayles' Structured Finance team explores how fiber ABS works, why it’s gaining traction and key factors to consider when[…]
Evolutionary, Not Revolutionary: US Election Results & the Credit Cycle
The Loomis Sayles Macro Strategies Team reacts to the initial US election results and the potential impact on fiscal policy,[…]
China’s Vulnerability to a Potential Trade War 2.0
Global Macro Strategist Bo Zhuang looks at some of the key factors shaping China's economy and the potential impact of[…]
Meeting Complex Insurance Client Needs with Custom Technology
At Loomis Sayles, our Technology team partners closely with the Insurance Solutions team to tackle our clients’ investing challenges. Insurers[…]
Deficits, Taxes and Trade: A Presidential Policy Breakdown
Chief Economist Brian Horrigan reviews the presidential candidates' policy proposals. Read on to learn about the implications for fiscal spending,[…]
US Elections 101: The Electoral College Explained
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain[…]
As Populism Surges Globally, is it Fading in Central and Eastern Europe?
Global Macro Strategist Ramsey Andrawis offers a perspective on lessons learned from various populist policies in central and eastern Europe.
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