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Macro Outlook: Rates and Profits Critical to the Path Forward
Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.
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.
Analyzing Biodiversity in Global Fixed Income Portfolios
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
What’s Next for the Credit Cycle?
At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy. Read on for[…]
EM Corporates & ESG: A Surprisingly Strong Opportunity Set
Senior Investment Analyst Ashley Fritz addresses three major misconceptions around ESG investing in the EM corporate space.
Transformative Technology: A Look at Industrials, Healthcare & Financials
As active equity managers, we aim to understand how technology is manifesting within global industries and sectors. Read on for[…]
Three Questions on Inflation with Michael Gladchun
Michael Gladchun, Associate Portfolio Manager, estimates underlying core PCE is already running at or near a 2% annualized inflation rate,[…]
Corporate Health is On the Mend, Powered by Manufacturing
Corporate health appears to be on a positive trajectory, but Global Macro Strategist Craig Burelle is keeping a cautious outlook.
Asset-Backed Securities: A Bright Spot in the Credit Landscape
In our view, ABS can offer nice spread, high yield, low duration and positive excess return potential versus Treasurys in[…]
How Can Municipalities Deal with the Lack of Affordable Housing?
Housing affordability has been stretched thin across the United States. Joe Prestamer and Michelle Luu discuss some of the ways[…]
Shifting Trends Favor European Banks vs. US Banks for the First Time in Years
Credit Research Analysts Greg Schantz and Julian Wellesley dive into why they favor European banks vs US banks and why[…]
Global GDP Themes and Forecasts (Infographic)
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
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