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Downgrading US Debt; Upgrading Fiscal Anxiety
Chief Economist Brian Horrigan discusses the impact of Moody's downgrade of US Treasury debt and compares the circumstances with prior[…]
Municipal Marketplace: Can single state portfolios be advantageous?
We often receive inquiries from clients and prospective clients about single state municipal bond portfolio management.
Cracks in the Armor of Corporate Health
Our latest survey of Loomis Sayles' credit analysts suggests a deteriorating outlook for corporate health, which has been a key[…]
The (Trade) War You Start May Not Be the War You Get
On a portfolio flow and policy mix perspective, I’m a dollar bear in this world. That is not a trade[…]
April 2025 Investment Outlook
A potent combination of central bank easing and accelerating earnings growth is likely to propel global risk assets higher into[…]
EM Debt Outlook: Anticipated Durability Despite the Unknowns
Within the emerging market debt sector, portfolio manager Elisabeth Colleran points to ratings upgrades and demonstrated resilience as factors contributing[…]
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.
Trade Breakdown: Where are the Trade Deficits?
The Loomis Sayles Macro Strategies team breaks down the US trade deficit by sector and country to provide helpful context[…]
Antimicrobial Resistance Overview
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material[…]
Corporate Health: Resilience in the Face of Higher Costs
Global Macro Strategist Craig Burelle shares the key research findings from our December 2024 survey of Loomis Sayles' credit analysts[…]
An LDI Playbook for 2025
As we head into 2025, corporate pensions continue to sit in a comfortable position relative to history.
The Surprises of the Past Year
We asked our investors and traders about surprises that shaped the markets in 2024. One major theme emerged. For more[…]
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