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Will Government Debt be the Next Big Thing for Bond Markets?
As a rule, deficits do not matter until they suddenly do. Across DM economies, a broad pattern of structural and[…]
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.
Is the Soft Landing Doomed?
Global Macro Strategist Tyler Silvey and Sovereign Analyst Matthew Novak dig into the fundamentals and the implications for a soft[…]
Credit Compass: Mapping the Markets as Conditions Evolve
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
Positive Momentum in Corporate Health Has Throttled Back
Loomis Sayles' latest credit survey shows optimism climbing higher, driven by stronger profitability and balance sheets. But with earnings expectations[…]
July 2024 Investment Outlook
Investor risk appetite should remain strong as central banks ease policy in response to lower inflation.
A Mysterious Employment Report: Reconciling Contradictory Messages
Chief Economist Brian Horrigan explains why he expects mean reversion after a conflicting employment report in May.
The Future of the UK Economy Under Labour’s Policy Framework
Major political shifts in the UK have historically been followed by profound economic changes, and this occasion might be no[…]
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.
Will an ECB Cut be the Catalyst That Moves Currency Markets?
Hank Lynch and Marianne Winkelman share their thoughts on a potential ECB rate cut and the implications for currency markets.
No Longer a Sleepy Corner of the Market: Three Questions on Private Fixed Income
The Loomis Sayles Private Credit Team discusses the current state of private fixed income, why they expect demand in this[…]
Higher for Longer: A Window of Opportunity for Cash Flow Generating Strategies?
We think it is an opportune time to consider cash flow generating strategies that can capitalize on the currently higher[…]
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