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Key Changes Shaping a New Path for China’s Recovery
Many market participants expect major economies to follow a path to recovery similar to China’s, but we see three key[…]
Reality Check: Looking Behind the Headlines of the Recent China Defaults
Zhi Wei Feng discusses why we believe the market reaction to recent onshore debt defaults in China was based on[…]
Global GDP Themes and Forecasts (Infographic)
While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of[…]
Why Banks Need to Do Better Disclosing Climate Change Risks
Banks have begun to voluntarily disclose their exposure to climate change risks. The information is critical to bank management teams[…]
With a Divided Government, Healthcare Companies Appear Well-Positioned
With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.
Why Municipal Market Demand Remains Robust Despite Rising Defaults
Municipal bond defaults have been rising, but investor demand remains robust. This incongruence may suggest the municipal market is behaving[…]
Reasons to Believe in a Recovery, Regardless of the Election Outcome
As we look through nearer-term instability from the election and the pandemic, here are some factors that give us confidence[…]
A Biden White House: Potential Policy Impact on the Oil & Gas Industry
Ryan McGrail summarizes potential policy proposals under a Biden administration and highlights the states and regions that could face federal[…]
What a Biden Victory Could Mean for Investors: Global Fixed Income Team Views
What could a Biden victory mean for investors? Read our latest blog post from the Loomis Sayles Global Fixed Income[…]
2020 Vision: Focusing on Risk Mitigation
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding[…]
When it Comes to Fiscal Policy, Does it Really Matter Who Wins the Election?
There appears to be an increased willingness to engage in deficit spending on both sides of the aisle in Washington,[…]
What a Biden Victory Could Mean for the Power Sector
Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden[…]
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