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

Finally, Fed Hikes Rates: Our Reaction to the Second Increase Since 2006

Posted by Orla O'Brien, Media Specialist on Dec 14, 2016 5:23:14 PM

What a difference an election makes

"It wasn’t much of a surprise that the Federal Reserve announced a 25 basis point rate increase today - its first hike in 12 months and the second hike since 2006. It seems that solid employment reports, gradual increases in inflation and the prospect of fiscal stimulus have made Federal Reserve Open Market Committee (FOMC) members more hawkish. Chair Janet Yellen’s assessment of the economy was mildly more upbeat and it appears that the FOMC now foresees a slightly faster pace of tightening than they’ve previously indicated. This flip in attitude breaks the trend of recent years, in which the FOMC backed away from tightening meeting after meeting.  What a difference an election makes."

- Brian Horrigan, Chief Economist

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Topics: Macro Strategies, Fixed Income

Fallen Angels: For Investment Grade Investors, Patience is a Virtue

Posted by Daniel Conklin, Investment Analyst on Jul 27, 2016 8:00:00 AM

Since January, Moody’s has stripped 33 US corporations of their investment grade status -- the highest yearly number since the 2008 financial crisis. The recent downgrades have been largely concentrated in the energy and metals/mining sectors, as rating agencies moved to incorporate lower commodity price assumptions into their models.  The recent rebound in commodity prices has helped support credit spreads and stemmed further negative rating action, but the rash of downgrade activity earlier in the year has left many investment grade investors wondering what in the world to do with the “fallen angels” in their portfolios. Read More

Topics: Fixed Income

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

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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