2017 Market Outlook: 15 Experts On What To Watch

Posted by Orla O'Brien, Media Specialist on Jan 3, 2017 8:30:00 AM

 Every six months, we share insights from Loomis Sayles portfolio managers and analysts; what are the current themes and risks shaping their investment decisions? Looking into 2017, geopolitical shifts, rising rates, regulatory changes and new proposed policies from President-elect Trump will all be key factors. 

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Topics: Quantitative Research and Risk Analysis, Credit Research, Macro Strategies, Sovereign Research, Equity Research, Bank Loans, Emerging Markets, Fixed Income

A Trump White House: Potential Impact on US Banks

Posted by Elizabeth Schroeder, Senior Credit Research Analyst on Dec 12, 2016 9:00:00 AM

Donald Trump’s presidential victory may have a mildly positive impact on US banks. A change in several economic factors could signal a more positive environment for banks, including:

  • Net interest income should experience a boost, as higher interest rates should push net interest margins higher.
  • Commercial and industrial loan growth rates are likely to increase with funding for President-elect Trump’s infrastructure projects.
  • Commercial bank customers are also expected to increase borrowing as they should benefit from lower taxes and reduced regulations.
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Topics: Credit Research

A Trump White House:  Potential Impact on the Auto Industry

Posted by Steven Bocamazo, Senior 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

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

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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