Global credit and equity markets have outperformed the US so far this year. While volatility in..
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so..
The global auto industry completed a successful year in 2016, driven by solid sales performance..
Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades,..
How might the new administration make good on its promise of a lower corporate tax rate? The..
European banks seem to be on an upward trajectory – although improvements are likely to come at..
Donald Trump’s presidential victory may have a mildly positive impact on US banks. A change in..
During the campaign, President-elect Trump talked about several key issues that would impact the..
The Trump victory has inflicted a heavy dose of uncertainty on the capital intensive global auto..
Many of the policies President-elect Trump discussed on the campaign trail align with current..
Donald Trump's presidential upset has stunned financial markets, which had heavily discounted a..
As do many economists, I have a strong bias for free trade. These are not happy times for those..
Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset..
Single family construction presents a puzzle: with the economy in the seventh year of expansion,..
Whether watching television, shopping or driving in the car, today’s consumers want to control..
Historically, central banks raise interest rates on bank deposits when they want to cool..
This is a “risk on” environment that has supported fixed income credit sectors - but it probably..
One of the phrases our bank loan team loves to use is “whatever happens in the high yield..
The answer to a fundamental question is becoming clearer: US oil production is likely going to..
The main contributor to China’s economic slowdown is its manufacturing sector, which is..
Over the last 25 years, home prices across a number of major economies have risen faster than..
Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would..
The term “currency war" may sound like sensationalism. But the series of competitive..
There’s an important debate bubbling among investors and policy-makers: have residential..
The outlook for most large banks around the world remains favorable, and one reason is that many..
This is good news for equity..
Over the last 10 years, the Chinese economy was drugged into growth through excessive amounts of..
By 2020 it is projected that 70% of the world’s population will own a smartphone - 1.2 billion..
Sharply lower dealer inventories and rising levels of outstanding corporate debt have created a..
Editor's Note: This post was originally published on May 29, 2015 and has been updated for..
The broadband industry is reeling from the one-two punch delivered by recent rulings that signal..
Two situations stand out as having the potential to disrupt the fiscal health of important..
Although many seem focused on the dangers posed by the recent growth of subprime auto loans, we..
The global financial..
Editor's Note: This post was originally published on February 5, 2015 and has been updated for..
This was my 14th year attending the Detroit auto show (North American International Auto Show)..
It is highly likely that the European Central Bank (ECB) will introduce additional easing..
On December 17, the Central Bank of Russia (CBR) announced steps to stabilize the banking system..
Editor’s Note: This post was originally published on December 12, 2014 and has been updated for..
Things are changing in subprime auto lending. Subprime auto lending is increasing and credit..
Brazil’s presidential election on October 5th was previously seen as sewn up by the incumbent,..
2013 was a landmark year for Mexico. Five constitutional reforms that were implemented: labor..
Today, we are pleased to announce the launch of the Loomis Sayles blog: LandScape.
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.