Laura Sarlo, Senior Sovereign Analyst


Laura Sarlo is a vice president and senior sovereign analyst at Loomis, Sayles & Company. Her sovereign work concentrates on fixed income and currencies across western Europe, and she is responsible for providing global ideas and recommendations to portfolio managers across the Loomis Sayles fixed income group. Additionally, she is the developed markets coordinator, responsible for looking across markets and weaving together the work being done by the sovereign analysts into an overall coordinated strategy. Prior to joining Loomis Sayles in 2005, Laura was a fixed income analyst at State Street Research & Management. She began her investment industry career as a trader and analyst at the Federal Reserve Bank of New York, where she specialized in global fixed income and currency markets, and advised the Treasury on debt management policy. Laura earned a BA from Drew University and an MPP from Harvard University.

Recent Posts

Brexit’s Impact on Global Markets

Posted by Laura Sarlo, Senior Sovereign Analyst on May 20, 2016 1:48:27 PM

The upcoming June 23rd UK referendum on European Union (EU) membership appears to be a knife’s edge contest. If the vote produces an “out” result, I believe the global markets will face additional turbulence this summer. I also anticipate that credit ratings agencies will penalize the UK for an “out” vote.

There are (at least) two challenges causing anxiety in the markets now as we face a potential Brexit:

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Topics: Macro Strategies, Sovereign Research

Global Growth Forecast - Q2 (Infographic)

Posted by Laura Sarlo, Senior Sovereign Analyst on May 11, 2016 9:00:00 AM

This year began with a volatile start, as many capital markets followed oil prices sharply lower. When oil found its footing in mid-February, markets breathed a sigh of relief. Many investors, though pleased at the recovery, are left with the unsettling notion that these short-term market gyrations trace their roots to long-term structural shifts in the world economy.

Central banks remain key players in global financial markets, but despite their best efforts, global growth has stayed stubbornly sluggish. Neither developed nor emerging markets offer an obvious engine for stronger global growth. The world is trying to digest China’s transition to a consumer-led economy and future implications for globalization, trade and living standards. Around the world, increasingly polarized election results and mounting political stresses are a repudiation of the uninspiring post-crisis recovery and the policymakers at the helm.

Every quarter, we update our global forecast map.  Explore our key themes by region in our latest infographic: 

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Topics: Macro Strategies

Global Growth Forecast - Q1 (Infographic)

Posted by Laura Sarlo, Senior Sovereign Analyst on Feb 2, 2016 10:00:00 AM

Some big trends that drove markets in 2015 seem set to stay with us into 2016:

  • The US dollar is poised to keep trending stronger
  • China’s economic transition and structural slowdown look set to continue
  • Central bank balance sheets and policy actions should remain critical to capital market performance
  • Total global economic growth should continue to inch higher

What factors could look different in the coming year?

  • Rate tightening from the Fed and an ongoing strong dollar mean fewer dollars circulating in the world economy— and at a higher cost.
  • For some emerging market (EM) countries, higher capital costs and economic strain are igniting new political tensions. Will we see continued headwinds?

Every quarter, we update our global forecast map.  Explore our key themes by region in our latest infographic: 

Read More

Topics: Macro Strategies

UPDATE: After The Referendum (as of 7/7/2015)

Posted by Laura Sarlo, Senior Sovereign Analyst on Jul 9, 2015 4:27:38 PM

After the weekend’s resounding "no" vote on the referendum and Finance Minister Varoufakis' departure, here's a refresher on our thinking:

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Topics: Macro Strategies, Sovereign Research

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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