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

Britain's Vote for Brexit: Initial Thoughts

Posted by Laura Sarlo, Senior Sovereign Analyst on Jun 28, 2016 8:26:39 AM

Thus far, financial markets have not shown widespread panic over the historic outcome of last week's European Union (EU) referendum, just weakness and increased volatility. Here some initial thoughts on the economic and financial impact of this historic vote:

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Topics: Sovereign Research

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

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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