Loomis Sayles Blog: LandScape

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Weathering the Storm: Not-for-Profit Hospitals Four Years Post-COVID

By Allison Bretz, Senior Fixed Income Analyst March 19, 2024

It has been four years since the World Health Organization declared COVID-19 a pandemic and the..

Global GDP Themes and Forecasts

By The Loomis Sayles Macro Strategies Group March 7, 2024

US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. S..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Rethinking the EM Corporate Bond Asset Class: Insights for Insurers

By Elisabeth Colleran, Portfolio Manager, Emerging Market Debt February 27, 2024

Despite macro headwinds in 2023, emerging market (EM) debt performance was strong. How do you..

Emerging Markets, Sector Outlook

Mortgage & Structured Finance Outlook: Supply, Demand and the Consumer

By The Loomis Sayles Mortgage and Structured Finance Sector Team February 15, 2024

1. In August 2023, you talked about the demand void left in the agency MBS market after some of its..

Securitized Research, Fixed Income, Sector Outlook

Waiting to Exhale: Commercial Real Estate Lending and Small Banks

By The Loomis Sayles Mortgage and Structured Finance Team February 13, 2024

Throughout 2023, our analysts opined on risks related to commercial real estate (CRE) and their..

Securitized Research, Fixed Income, Sector Outlook

EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

By Ashish Chugh, Portfolio Manager, Global Emerging Market Equities January 31, 2024

1. Artificial intelligence (AI) was one of the most remarkable investment themes in equity markets..

Equity Research, Emerging Markets, Sector Outlook

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About the Authors

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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Posts by Topic

Macro Strategies (173)
Fixed Income (118)
Market Outlook (85)
Sovereign Research (80)
Infographic (70)
Sector Outlook (61)
Emerging Markets (57)
COVID-19 (55)
Equity Research (54)
Credit Research (49)
The Fed (34)
Bank Loans (32)
Securitized Research (32)
Central Banks (31)
Commodities (30)
Election (25)
Municipals (18)
Currency (13)
Video (13)
Brexit Beat (9)
Chart of the Week (8)
Geopolitics (7)
Trade (7)
Friday Fact (5)
Recovery (5)
Reflation (4)
ESG Engagement Series (2)
Municipals & Climate Change Series (2)

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