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Three Reasons the Fed May Deliver a More Aggressive Tightening Cycle
Michael Gladchun shares why he thinks this cycle has three distinctive features that could propel a faster pace and greater[…]
ESG Engagement Series: Auto Manufacturer
This installment of our ESG Engagement Series unpacks the relationship between a leading auto manufacturer and Loomis Sayles Credit Researchers.
The Perfect Storm Behind the Gas Price Surge
While the surge in gas prices seems to have surprised the market, it’s been more than nine months in the[…]
Is Evergrande a Systemic Risk to China?
Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.
A Guide to Understanding China’s Regulatory Crackdown
Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.
Global GDP Themes and Forecasts (Infographic)
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP[…]
Overlooked and Underfollowed: BDCs
The business development companies (BDCs) sector could follow a growth path similar to REITs.
What’s Holding Back Employment in the United States?
Chief Economist Brian Horrigan looks at the pandemic’s lingering effect on employment and shares his outlook for the months ahead.
Year in Review: Our Most Popular Posts of 2019
As we close out 2019, we took a look back at the year’s most popular blog posts. In a year[…]
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.
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