Elections in France, Germany, and Italy in 2017 could decide the fate of the eurozone.
Two Trump policy initiatives, tax reform and infrastructure investment, pose opportunities and challenges for U.S. muni market.
Ways to navigate a transitioning yield landscape and where to look for income in a rising-rate environment.
Why more corporations and governments are going green, areas of expansion, and what exactly makes a green bond green.
How might advisors and their clients adjust to an increasingly deglobalized world?
Experts examine growth accelerators and deflators for the global economy, plus market and portfolio implications in 2017.
Managers mindful of volatility, unprecedented uncertainty in the U.S., China trade, and the euro zone for the new year.
Trump agenda, populism in Europe, infrastructure spending and green bonds. What's it mean for markets in 2017?
Thinking about potential market movements in the year ahead
Think twice about the initial market reactions to the new President-elect.
Italy's "No" vote isn't another Brexit, but it's one more variable for investors to factor in.
What might Trump's policy proposals mean for markets and key components of the US economy going forward? The questions outnumber the answers at present. Loomis Sayles Macro Strategies take a look at the impacts of the US Election.
World economic scenarios could alter drastically under a Trump presidency, according to Chief Economist Philippe Waechter.
Inflation is a greater risk to high-quality bond allocations than economic growth (i.e. real rates).
Learn more about the role of Treasury inflation-protected securities in a fixed-income portfolio.
Multi-faceted analysis of the muted global economic growth since the 2007-2008 financial crisis.
A solution for income-seeking investors who want a new approach in today’s low-yield environment.
How advancements in information technology are disrupting societies, sectors, and the global economy.
Loomis, Sayles & Company’s Senior Macro Strategist Tom Fahey explains the four phases of the global credit cycle his team follows and then looks at where key sectors of the economy are today in that cycle.
Senior Credit Research Analysts from Loomis, Sayles & Co. examine the new realities of the telemedia industry and a list of potential future disruptions.
Changing global growth patterns, the global credit cycle, a U.S. profits recession, and low global inflation are key topics covered in Loomis sector teams’ 2016 outlooks.
Investing for the greater good of the world, and portfolios, is making ESG investments more desirable.