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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.
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.
Credit Compass: Mapping the Markets as Conditions Evolve
Learn how our investors are thinking about credit markets, opportunities and risks in the months ahead.
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[…]
Corporate Health Restoration Remains on Track
Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]
Russia-Ukraine: The Beginning of the End?
Global Macro Strategist Hassan Malik breaks down the strategic and economic realities at play as the Russia-Ukraine war grinds on.
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