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Can Healthcare Companies Withstand a Blue Wave?
Democrats could sweep the November elections according to many independent polls. What would that mean for the healthcare and pharmaceutical[…]
Financial Inclusion: Why Improving Access to the Underbanked is Good For Business
Senior Global Equity Opportunities Analyst Julian Wellesley discusses the role of banking in racial wealth inequality in the US and[…]
Rethinking Current Macro-Driven Fears About EM Equities
Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.
Why the OPEC+ Agreement is Good for the Oil Market
The oil market sold off on this weekend's OPEC+ news. Senior Credit Research Analyst Ryan McGrail explains why he thinks[…]
Eyeing EM Corporate Debt?
Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within[…]
The New Drivers Behind EM Equity’s Remarkable Rebound
EM equities have seen a widespread rebound since the lows of March 2020. Emerging Market Equities Portfolio Manager Ashish Chugh[…]
Chart of the Week: Global Manufacturing Has Reached Historically High Levels
In May, global PMI reached its highest level since 2010, led by developed markets. Could developed market manufacturing run out[…]
The Municipal Market May Be on the Brink of a Dramatic Shift
Municipal Bond Investment Strategist Jim Grabovac looks at potential policy changes that could have a significant impact on the municipal[…]
Global GDP Themes and Forecasts (Infographic)
Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.
Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance
On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We[…]
The American Jobs Plan and its Impact on the Power Sector
Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the[…]
Post-COVID Trials and Trends in Consumer ABS
The consumer asset-backed securities sector is often under heightened scrutiny. As the US economy emerges from the pandemic, Senior Structured[…]
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