Insights

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Economic & Cycle Views
US Consumers Appearing Less Confident
September 2, 2020•2 min read

US Consumers Appearing Less Confident

The Conference Board’s Consumer Confidence Index suggests that consumers are not feeling optimistic. Could this mean the US recovery is[…]
Market Commentary & Outlook
US-China Relations: What’s New and What’s Next?
August 28, 2020•3 min read

US-China Relations: What’s New and What’s Next?

Senior Sovereign Analyst Celeste Tay reviews recent flashpoints between the US and China and how they could affect the countries'[…]
Market Commentary & Outlook
Chart of the Week: World Trade Volumes Have Collapsed
August 21, 2020•2 min read

Chart of the Week: World Trade Volumes Have Collapsed

The global volume of exports has dropped 23% (not annualized) in just five months. There really is no precedent for[…]
Market Commentary & Outlook
Global GDP Themes and Forecasts (Infographic)
August 21, 2020•1 min read

Global GDP Themes and Forecasts (Infographic)

We believe the global economy appears to be working its way out of a deep recession. Read on for a[…]
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 12, 2020•4 min read

Core Plus: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Core Plus Fixed Income Team shares their thoughts on the potential for downgrades in the BBB debt[…]

Relative Return
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 6, 2020•3 min read

Full Discretion: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Full Discretion team answers questions on the recovery, government stimulus and how they're investing in this uncertain[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 4, 2020•4 min read

Emerging Market Equities: Three Questions on What’s Changed Since the March Madness

Portfolio Manager Ashish Chugh answers three questions about emerging market equities and what's changed since the market tumult in March.
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
August 3, 2020•5 min read

Alpha Strategies: Three Questions on What’s Changed Since the March Madness

The Loomis Sayles Alpha Strategies Team answers three questions on corporate health, regime models and opportunities in emerging markets.

Alpha Strategies
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 21, 2020•4 min read

Bank Loans: Three Questions on What’s Changed Since the March Madness

In March, we saw three different roads back to par, with market recovery in 6-12 months the most likely. How[…]

Full Discretion
Alpha Engine Perspectives
Loomis Sayles’ Core Plus Fixed Income Team Talks Volatility and Managing Through the Cycle
July 20, 2020•5 min read

Global Fixed Income: Three Questions on What’s Changed Since the March Madness

In March, the Loomis Sayles Global Fixed Income Team anticipated the economy could experience sluggish growth in the third quarter[…]

Global Fixed Income
Research Insights
Homebuilders: Holding Up Better Than Expected
July 16, 2020•3 min read

Homebuilders: Holding Up Better Than Expected

The homebuilding and building products industries have held up quite well during this economic downturn, compared to the material negative[…]

Credit Research
Market Commentary & Outlook
Loomis Sayles' Investment Outlook – July 2020
July 16, 2020•1 min read

Loomis Sayles’ Investment Outlook – July 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential for additional fiscal stimulus, we[…]
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