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.

Commentary

The Municipal Market May Be on the Brink of a Dramatic Shift

We believe the municipal bond market is on the brink of major changes. The Biden administration has proposed legislation that, if passed, could meaningfully increase both taxable and tax-exempt supply in the municipal bond market. While this potential shift could cause some short-term disruption, we believe it could result in more balanced supply and demand over the medium term.

Commentary

Global GDP Themes and Forecasts (Infographic)

Senior Macro Strategies Research Analyst Craig Burelle shares a visual snapshot of our GDP growth expectations around the globe.

White Paper

The Challenge of Stranded Assets in Metals and Mining

Metal and mining companies face some risk of being saddled with stranded assets, but the story for these companies is complex and nuanced.

Commentary

Scotland’s Election Becomes a Referendum on a Referendum—With Global Resonance

On 6 May, Scotland will hold parliamentary elections that could ramp up the push for a Scottish independence referendum. We believe this event and the prospect of another independence referendum could introduce market volatility.

Commentary

The American Jobs Plan and its Impact on the Power Sector

Loomis Sayles credit research analysts look at President Biden's American Jobs Plan and discuss the components that might affect the power sector.

Commentary

Post-COVID Trials and Trends in Consumer ABS

The consumer asset-backed securities sector is often under heightened scrutiny.

Commentary

Chart of the Week: Commodity Prices Pop as Demand Takes Off

As the global recovery kicks into gear, there are signs of shortages and delays causing pricing pressure. It appears that aggregate demand may be rebounding faster than aggregate supply.

Commentary

Even Central Banks Experiment

We have witnessed central banks implement, reduce and exit quantitative easing (QE) programs to influence interest rates.