Insights

Market Commentary & Outlook

February 24, 2022•3 min read

Russia-Ukraine Conflict: Updated Views Post-Invasion

Loomis Sayles' Macro Strategies Group shares an update on their views surrounding the Russia-Ukraine conflict.

Market Commentary & Outlook

February 16, 2022•5 min read

Russia-Ukraine Conflict: Three Scenarios & Potential Outcomes

Loomis Sayles' Macro Strategies Group looks at three scenarios for the Russia-Ukraine conflict and how those outcomes could impact financial[…]

Market Commentary & Outlook

February 7, 2022•4 min read

2022 Macro Outlook: Views on Inflation, the Fed and the Expansion

Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in[…]

Alpha Engine Perspectives

February 1, 2022•4 min read

2022 Securitized Credit Outlook: Views on the Consumer, Commercial Real Estate and Opportunity

Loomis Sayles' Structured Finance Team shares its views on key themes in 2022.

Structured Finance

Alpha Engine Perspectives

January 28, 2022•5 min read

2022 EM Equity Outlook: Views on Fed Hikes, China and Russian Tensions

Global EM Equities Portfolio Manager Ashish Chugh shares his views on key themes in the EM equities space in 2022.

Market Commentary & Outlook

January 25, 2022•3 min read

2022 Investment Grade Credit Outlook: Views on Risk Appetite, Rising Stars and Trends

Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.

Market Commentary & Outlook

January 20, 2022•4 min read

2022 Municipal Bond Outlook: Views on Rates, Fundamentals and Infrastructure

Members of Loomis Sayles' Municipal Sector Team weigh in on key themes in 2022.

Market Commentary & Outlook

January 18, 2022•4 min read

2022 Global Credit Outlook: Views on Growth, the ECB and ESG Investing

Members of Loomis Sayles' Global Credit Sector Team share their views on key themes in 2022.

Market Commentary & Outlook

January 13, 2022•5 min read

2022 Emerging Markets Debt Outlook: Views on Fundamentals, EM Asia and Opportunities

Loomis Sayles' Emerging Markets Debt Sector Team share their views on key themes in 2022.

Alpha Engine Perspectives

January 10, 2022•2 min read

2022 Bank Loans Outlook: Views on Demand, Defaults and Transitioning to SOFR

Cheryl Stober shares her views on key themes in the bank loans space in 2022.

Full Discretion

Market Commentary & Outlook

January 6, 2022•3 min read

2022 High Yield Credit Outlook: Views on Policy, Ratings and Opportunity

Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity[…]

Market Commentary & Outlook

December 21, 2021•3 min read

COVID-19: Prepare for the Transition from Pandemic to Endemic

COVID-19 variants may come and go, but Senior Commodities Analyst Saurabh Lele thinks investors should plan for a longer-term scenario:[…]