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Will an ECB Cut be the Catalyst That Moves Currency Markets?
Hank Lynch and Marianne Winkelman share their thoughts on a potential ECB rate cut and the implications for currency markets.
No Longer a Sleepy Corner of the Market: Three Questions on Private Fixed Income
The Loomis Sayles Private Credit Team discusses the current state of private fixed income, why they expect demand in this[…]
Higher for Longer: A Window of Opportunity for Cash Flow Generating Strategies?
We think it is an opportune time to consider cash flow generating strategies that can capitalize on the currently higher[…]
Corporate Health Restoration Remains on Track
Global Macro Strategist Craig Burelle looks at the latest survey of our credit research analysts what it signals about corporate[…]
Russia-Ukraine: The Beginning of the End?
Global Macro Strategist Hassan Malik breaks down the strategic and economic realities at play as the Russia-Ukraine war grinds on.
Weathering the Storm: Not-for-Profit Hospitals Four Years Post-COVID
Senior Fixed Income Analyst Allison Bretz discusses the state of the nonprofit hospital sector and the lessons learned since the[…]
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.
Rethinking the EM Corporate Bond Asset Class: Insights for Insurers
Looking into 2024, we believe the market’s expectation of a global easing in liquidity could be an incremental tailwind to[…]
Structured Finance Outlook: Supply, Demand and the Consumer
The Loomis Sayles Structured Finance Sector Team discusses their expectations for agency MBS demand, consumer health, aircraft ABS and more.
Waiting to Exhale: Commercial Real Estate Lending and Small Banks
Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.
EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics
Portfolio Manager Ashish Chugh shares his outlook on themes and dynamics influencing the emerging market equities sector in 2024.
Credit Compass: Mapping the Markets in 2024
Learn how our investors are thinking about credit markets, opportunities and risks in the year ahead.
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