Macro Outlook: Rates and Profits Critical to the Path Forward
by Craig Burelle, Global Macro Strategist, Credit, Loomis Sayles Editor’s Note: Every year, Loomis Sayles features sector outlooks…
Be Cautious About Upcoming Data
by Brian Horrigan, Chief Economist, Loomis Sayles The market seems sensitive currently to news about inflation and growth.…
What’s Behind the Recent Rise in Real Yields?
by Loomis Sayles Research Rising yields and a steeper yield curve are par for the course as an…
Why Banks Need to Do Better Disclosing Climate Change Risks
by Julian Wellesley, Senior Global Equity Opportunities Analyst, Loomis Sayles Over the past few years, banks have begun…
2020 Vision: Focusing on Risk Mitigation
by Roger Ackerman, and Harish Sundaresh, Loomis Sayles Coming into the home stretch of 2020, continued concerns about…
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
by Pramila Agrawal, PhD, Relative Return Strategist, Loomis Sayles The US corporate bond market reached a record $8…
Cracks Appearing in Five Highly Leveraged Economies
by Aimee Kaye, Sovereign Analyst, Loomis Sayles Cracks are starting to appear in five highly leveraged economies: Canada,…
Jerome Powell Nominated for Fed Chair: Our Reaction
by Brian Horrigan and Michael Gladchun, Loomis Sayles Research The Trump administration announced Jerome Powell as its choice…
Loomis Sayles: Investment Outlook (October 2017)
By Craig Burelle, VP, Macro Analyst, Loomis Sayles With limited evidence of excess in the global financial system…
What’s Driving the Future of the Auto Industry?
What’s Driving the Future of the Auto Industry? by Steven Bocamazo, Associate Director of Credit Research, Loomis Sayles…
Mid-Year Outlook for Investment Grade and High Yield Bonds
Mid-Year Outlook for Investment Grade and High Yield Bonds by Tom Fahey, Senior Global Macro Strategist, Loomis Sayles…
Bond Market Outlook and Review (Loomis Sayles)
Bond Market Outlook and Review - Loomis Sayles by James Balfour, CFA, Senior Macro Strategies Analyst The…
Obstacles to a Lasting Recovery: the Liquidity, Hesitancy & Solvency Traps
by Thomas Fahey, Loomis Sayles Those familiar symptoms are back again to start the summer: risk aversion;…
Where Are We in the Boom/Bust Liquidity Cycle?
Where Are We in the Boom/Bust Liquidity Cycle? By Thomas Fahey, Associate Director of Macro Strategies, Loomis…
