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Julian Wellesley, Senior Global Equity Opportunities Analyst

Could Negative Interest Rates Lead to the End of Cash?

Historically, central banks raise interest rates on bank deposits when they want to cool inflation..

Chinese Non-Performing Loans – How Bad Can They Get?

The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering..

Japan: 5 Reasons to Be Optimistic Despite the Demographics

For many analysts, it’s difficult to be positive about Japan over the long-term given its..

Analyst Notes:  A Brighter Outlook for US Banks?

The overall mood at the recent US BancAnalysts Association of Boston conference was positive. Many..

Global Banks – Who Is Swimming Naked?

The outlook for most large banks around the world remains favorable, and one reason is that many..

The Smartphone Banking Revolution: Leaders of the Pack

By 2020 it is projected that 70% of the world’s population will own a smartphone - 1.2 billion..

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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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