Insights

Market Commentary & Outlook

June 1, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession in decades. No region[…]

Market Commentary & Outlook

April 2, 2020•1 min read

Loomis Sayles’ Investment Outlook – April 2020

Risk assets have already discounted much of the negative news to come and we believe many asset classes can offer[…]

Market Commentary & Outlook

February 26, 2020•1 min read

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[…]

Market Commentary & Outlook

January 24, 2020•1 min read

First Quarter Investment Outlook

If the current expansion can stay on track, we anticipate another year of positive risk asset performance.

Market Commentary & Outlook

January 7, 2020•2 min read

2020 Sector Outlook: The Macroeconomic Backdrop

To kick off 2020, we are providing our readers with a glimpse into this process with a new series featuring[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)

One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Perspectives: Fed Funds Futures vs. Wall Street (Video)

Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]

Economic & Cycle Views

December 24, 2019•3 min read

Data Consistent with Another US Mini-Cycle

In our view, indicators suggest the economy is in the downturn phase of a mini-cycle—a period of slower economic growth[…]

Research Insights

December 24, 2019•1 min read

Top Ten Drivers of the US Dollar

I believe US dollar strength is likely to persist, largely driven by global growth, monetary policy and trade developments. However,[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Global GDP Themes and Forecasts (Infographic)

Global economic activity indicators are signaling that the manufacturing-driven slowdown has not yet run its course. However, we remain optimistic[…]

Market Commentary & Outlook

December 24, 2019•1 min read

Global GDP Themes and Forecasts (Infographic)

Even if a solid manufacturing recovery materializes, we are not expecting global growth to accelerate substantially in 2020.

Market Commentary & Outlook

December 24, 2019•1 min read

Global Growth Themes and Forecasts (Infographic)

We expect the constructive global growth environment will persist into 2018. While there is potential for a temporary slowdown, a[…]