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Surprises from the First Half of 2022: Value Reemerging in TIPS

It would seem that anxiety regarding inflation remains prevalent: global central banks are..

Surprises from the First Half of 2022: A Rare Macro and Geopolitical Period for the Bank Loan Market

The bank loan market entered 2022 positioned to shine. After a decade of low interest rates,..

Municipals & Climate Change Series: Drought & Extreme Temperatures

Municipal bond issuers are often linked to tangible, physical assets directly exposed to the..

Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads

The correlation between US and European corporate bond spreads is historically very high. After a..

Suppose They Gave a Recession, and Nobody Came

The advance estimate of Q2 real GDP is scheduled to be announced July 28 (the day after the FOMC..

Reading the Housing Sector: The Good, the Bad and the Surprising

By Loomis Sayles Research July 18, 2022

Escalating inflation and tighter monetary policy appear to have shaken investors’ confidence in the..

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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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