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

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

2016 Mid-Year Investment Outlook: 12 Experts on What to Watch

Posted by Orla O'Brien, Media Specialist on Jul 8, 2016 11:00:00 AM

We spoke with 12 Loomis Sayles investment experts about the most pressing issues and provocative investment themes for the remainder of 2016. What are they watching? Read on for their insights:

Brexit's impact on Central & Eastern Europe

“Brexit uncertainty is expected to hit EU confidence and growth – with spillover into Central and Eastern Europe (CEE). CEE is vulnerable from Brexit on several fronts:

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Topics: Credit Research, Macro Strategies, Sovereign Research, Equity Research, Bank Loans, Securitized Research, Emerging Markets, Fixed Income

Green Shoots in China Promising, but Temporary

Posted by Aimee Kaye, Sovereign Analyst on May 3, 2016 10:00:00 AM

We’ve seen some favorable headlines from China recently, including better-than-expected industrial activity. But the ‘green shoots’ we see in the Chinese economy are not likely to persist and I expect softness to resume in June or July.

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Topics: Sovereign Research, Emerging Markets, 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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