Commentary

Global GDP Themes and Forecasts

While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of COVID-19, we have upgraded our 2020 GDP growth forecasts for the US and China.

White Paper

Credit Check: the Full Discretion Approach to Credit Selection

We have consistently observed that the market is inefficient at pricing specific risk. Loomis Sayles' full discretion investment style follows two core philosophies to help capitalize on this persistent inefficiency in corporate credit and drive excess return potential.

Commentary

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 and investors, both of whom need to understand the challenges ahead.

Commentary

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.

Commentary

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 irrationally, but we don't think that's the case.

Commentary

Reasons to Believe in a Recovery, Regardless of the Election Outcome

Almost nothing has felt certain in 2020. The presidential and congressional election results are two more things to add to the list. Markets had largely expected a blue wave, which has not materialized.

Commentary

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 risk-averse sentiment for many investors. Given the year the world has experienced, it’s not surprising people are focusing on portfolio risk mitigation.

Commentary

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, DC. This could lead to a more “middle of the road” outlook for fiscal decision making.

Commentary

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 administration could mean for the power sector.

Commentary

Election 2020: Expect the Unexpected?

We’ve gone without a lot of things in 2020. Surprises aren’t one of them. After ten months of twists and turns, most of us are ready for a nice long stretch of the mundane. But this has been a strange year, and neither the year nor, I fear, the strangeness is over.

Commentary

US Elections 101: The Mail-In Vote Explained

Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the challenges associated with mail-in voting.

Commentary

A Biden White House: Potential Policy Impact on the Oil & Gas Industry

Loomis Sayles' Senior Credit Research Analyst Ryan McGrail summarizes potential policy proposals under a Biden administration and highlights the states and regions facing the greatest risk of federal regulation.

Commentary

US Elections 101: The Electoral College Explained

While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain intact regardless of who wins. Brian Horrigan shares a refresher on the Electoral College.

Commentary

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 Team for their views on some key campaign issues.

White Paper

Loomis Sayles' Investment Outlook

Key events related to fiscal policy, social distancing and COVID-19 could dictate US economic performance. Our outlook is broadly constructive.