Commentary

ESG Engagement Series: Auto Manufacturer

This installment of our ESG Engagement Series unpacks the relationship between a leading auto manufacturer and Loomis Sayles Credit Researchers.

Commentary

The Perfect Storm Behind the Gas Price Surge

While the surge in gas prices seems to have surprised the market, it’s been more than nine months in the making. Ryan McGrail discusses the factors behind the surge and what could happen next.

White Paper

Loomis Sayles' Investment Outlook October 2021

Markets tend to get a little bumpier at this stage of the expansion, but we believe risk assets should still perform well.

Commentary

Is Evergrande a Systemic Risk to China?

Senior Sovereign Analyst Bo Zhuang shares his perspective on China's Evergrande situation and how the government may respond.

Commentary

A Guide to Understanding China's Regulatory Crackdown

Senior Sovereign Analyst Bo Zhuang clears up some key questions about China's regulatory crackdown.

Commentary

Global GDP Themes and Forecasts (Infographic)

We believe global growth in 2021 will remain strong, though a grand global reopening looks increasingly unlikely. The spread of the COVID-19 delta variant may limit a return to normalcy and full employment. We believe the next few months will be critical for determining the economic trajectory in 2022. Read on for a visual snapshot of our GDP growth expectations around the globe.

Commentary

Overlooked and Underfollowed: BDCs

The business development companies (BDCs) sector could follow a growth path similar to REITs.

Commentary

What’s Holding Back Employment in the United States?

Chief Economist Brian Horrigan looks at the pandemic’s lingering effect on employment and shares his outlook for the months ahead.

White Paper

BDCs: Tailwinds for Growth in an Overlooked, Underfollowed Sector

The business development companies (BDCs) sector could follow a growth path similar to REITs.

Commentary

Financial Inclusion: Why Improving Access to the Underbanked is Good For Business

Senior Global Equity Opportunities Analyst Julian Wellesley discusses the role of banking in racial wealth inequality in the US and the steps banks could take toward financial inclusion.

Commentary

Rethinking Current Macro-Driven Fears About EM Equities

Global EM equities portfolio manager Ashish Chugh shares why he thinks EM inflation and rates fears may be overblown.

White Paper

Investment Outlook July 2021

Even with high valuations, we believe earnings growth can beat consensus expectations. In this environment, we’re not shying away from the risk-on trade.

Commentary

Eyeing EM Corporate Debt?

Emerging Market Debt Portfolio Manager Elisabeth Colleran shares why she believes EM corporates have a particularly strong value proposition within the broader EM debt universe.

Commentary

The New Drivers Behind EM Equity’s Remarkable Rebound

Like most risk assets, emerging market (EM) equities were hit hard by the pandemic, but they’ve made a remarkable rebound. From the low on 23 March 2020 to 18 June 2021, the MSCI Emerging Markets Equity Index gained 80%.

White Paper

What's Next for the Credit Cycle?

Loomis Sayles' Macro Strategies team shares their latest views on the credit cycle and key drivers they're watching.