Moody’s downgrade of US Treasury debt from AAA to AA1 had been well foreshadowed, but the timing..

Macro Strategies, Sovereign Research

After several quarters of resilience, our latest survey of Loomis Sayles’ credit analysts yielded..

Credit Research, Macro Strategies, Fixed Income

It is a cliché of military history that it is easier to start a war than to end one, and the war..

Fixed Income

1. With spreads having tightened so much over the past year, do you still see value in emerging..

Emerging Markets, Fixed Income, Sector Outlook

A global economic expansion appears to continue, but there is weakness beneath the worldwide..

Macro Strategies, Sovereign Research, Market Outlook

Trade tensions are rising. The first week of March saw a flurry of trade headlines as the Trump..

Macro Strategies, Trade