Smartphones & Distracted Driving: What’s the Impact on Auto Insurers?

Posted by Julian Wellesley, Senior Global Equity Opportunities Analyst on Mar 27, 2017 2:55:29 PM

Auto insurers have been caught off-guard. Traffic deaths had been in decline for four decades, as a result of Mothers Against Drunk Driving (MADD), seat belts, crumple zones, anti-lock braking systems, air bags and a string of other safety improvements. Then in the middle of 2015 things changed.  Road deaths jumped 7% in 2015, and rose another 6% in 2016.[i]

This has resulted in an unanticipated spike in payouts for US auto insurers. The reason, according to Matt Winter, President of Allstate,[ii] is that the proliferation of smartphones proved an irresistible distraction just as cheap gas prices and a pickup in the US economy resulted in more drivers on the road.

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Topics: Equity Research

European Banks: Be Mindful of Risks in 2017

Posted by Julian Wellesley, Senior Global Equity Opportunities Analyst on Jan 18, 2017 3:05:20 PM

European banks seem to be on an upward trajectory – although improvements are likely to come at a slow pace and with some risks. For the time being, European bank CEOs will continue to look enviously at their counterparts across the Atlantic as US bankers enjoy an optimistic outlook on the possibilities of a stronger domestic economy, higher interest rates and some loosening of US financial regulation. Combined, these factors should increase bank profitability and dividends to shareholders.

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Topics: Equity Research

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

Equity Earnings: Where Will We Run in 2017?

Posted by Richard Skaggs, Senior Equity Strategist on Oct 25, 2016 12:00:00 PM

 By Richard Skaggs, Senior Equity Strategist  and Craig Burelle, Macro Strategies Research Analyst

The burning question for equity investors is: what will happen to earnings in 2017?

We estimate that aggregate operating S&P 500 earnings will grow in 2017 at a mid-single digit clip, if not better. This takes into account our constructive economic forecast and expectation that commodity sector earnings will show some improvement. We fully expect that 2017 will be the first year of meaningful operating EPS growth since 2014.   

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Topics: Equity 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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