A Trump White House: Potential Impact on the Biopharmaceutical Industry

Posted by Olga Tatar, Senior Analyst on Dec 8, 2016 9:00:00 AM

During the campaign, President-elect Trump talked about several key issues that would impact the biopharmaceutical sector, including drug importation, tax reform and Medicare negotiated drug pricing. Analyzing his messages and considering the Republican majority in both the House and the Senate, I believe the Trump administration is likely to have a positive impact on the biopharmaceutical industry in four key areas:

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Italy Rejects Constitutional Reform Referendum

Posted by Laura Sarlo, Senior Sovereign Analyst on Dec 6, 2016 3:46:43 PM

Italy rejected Prime Minister Matteo Renzi's constitutional reform in Sunday’s referendum, as polls had predicted. But Italian voters didn’t just say “no,” they said “hell no!” with 59.1% voting against and 40.9% voting in favor. The magnitude of the rejection surprised financial markets, although the price impact has somewhat dissipated already.

We expect President Mattarella to select a leader for a caretaker government that will modify the current electoral law and then move to new elections sometime next year, ahead of the scheduled elections in 2018. The populist Five Star party (M5S) had fiercely opposed the electoral law, but is now pressing for immediate elections given that polls suggest M5S would win a strong mandate under fresh elections using the current electoral law.

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Topics: Sovereign Research

A Trump White House:  Potential Impact on the Auto Industry

Posted by Steven Bocamazo, Credit Analyst on Nov 30, 2016 4:25:46 PM

The Trump victory has inflicted a heavy dose of uncertainty on the capital intensive global auto industry. Implications range from questionable consumer demand for autos, the future of tariffs (NAFTA) and changes to current and pending regulations which govern the industry.

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Topics: Credit Research

A Trump White House: Potential Impact on Commodities

Posted by Saurabh Lele, Senior Commodities Analyst on Nov 18, 2016 5:00:00 PM

Many of the policies President-elect Trump discussed on the campaign trail align with current and past GOP tendencies but others seem diametrically opposed to GOP DNA.  

How President-elect Trump interacts with the GOP will give us clues as to how policy positions could ultimately impact global commodity prices.

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Topics: Commodities

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.


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