The Connected Consumer: 3 Key Themes

Posted by Amit Kapoor, Senior Equity Analyst, Large Cap Core on Aug 24, 2016 10:00:00 AM

Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they receive content, information, goods and services. 

These three themes capitalize on this long-term, secular trend:

 1. High quality content creation and delivery 

Out of the 118 million households in the US, 98 million are pay-TV subscribers. Last year, the US pay-TV industry lost 500,000 of these subscribers (a 0.5% decline), setting off concerns about cord-cutting and the demise of the pay-TV system. Based on the secular trend of ‘go-anywhere’ content consumption and delivery, I believe the US media ecosystem is more likely to see an evolution rather than a revolution, benefiting companies with scale, content creation and delivery capabilities, as well as diversified business models. 

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Topics: Equity Research

Could Negative Interest Rates Lead to the End of Cash?

Posted by Julian Wellesley, Global Equity Opportunities Analyst on Aug 18, 2016 10:37:24 AM

Historically, central banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when they want to stimulate the economy. Since banks pass these changes on to their customers, higher interest rates can make borrowing more expensive and saving money more attractive. Until recently, an interest rate of zero seemed to be the lowest central banks could go and negative interest rates were unthinkable.

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Topics: Equity Research

Mid-Year Investment Outlook (Video)

Posted by Orla O'Brien, Media Specialist on Aug 3, 2016 10:00:00 AM

In a recent blog post, we shared 12 insights from Loomis Sayles investment experts about the most pressing issues and provocative investment themes for the remainder of 2016. This week, a five minute video features Loomis Sayles investment experts with new insights on emerging markets, fiscal policy, election pressures and the implications of negative interest rates.

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Topics: Credit Research, Macro Strategies, Sovereign Research, Equity Research, Emerging Markets

Fallen Angels: For Investment Grade Investors, Patience is a Virtue

Posted by Daniel Conklin, Investment Analyst on Jul 27, 2016 8:00:00 AM

Since January, Moody’s has stripped 33 US corporations of their investment grade status -- the highest yearly number since the 2008 financial crisis. The recent downgrades have been largely concentrated in the energy and metals/mining sectors, as rating agencies moved to incorporate lower commodity price assumptions into their models.  The recent rebound in commodity prices has helped support credit spreads and stemmed further negative rating action, but the rash of downgrade activity earlier in the year has left many investment grade investors wondering what in the world to do with the “fallen angels” in their portfolios. Read More

Topics: Fixed Income

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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