Many income-seeking investors may need a new approach in today's low-yield environment. Loomis Sayles can offer a unique solution.
The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.
Investor confidence in the global outlook for monetary policy, economic growth and inflation has kept risk appetite high and volatility contained. Can it continue?
Recent trade actions against Chinese aluminum imports may result in higher tariffs. Ironically, the US and China have their interests aligned in this area.
The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.
In 2017, the risks to the euro area stem from politics, not the economy.
We’re modestly optimistic about 2017, but there are a host of unknowns as we become acquainted with our new President Trump, what policies he may pursue, and how they will impact the world body politic. Loomis Sayles' sector teams weigh in on potential opportunities in the year ahead.
For the first time in quite a while, Washington could prove to be a source of positive earnings catalysts in the months ahead.
What a difference a few months can make. The world economy now looks to be on sounder footing, with economic data surprising to the upside, developed and emerging market economic momentum improving, global manufacturing recovering and the US profits recession ended.
Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.
Donald Trump’s presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump’s policy proposals mean for markets and key components of the US economy going forward?
We expect equities to continue their slow uptrend into next year.
Senior Global Economist James Balfour explores some of the key macro themes influencing global markets.
Fiscal policy developments could create bond market volatility going forward, but historically low interest rates are likely to persist.