EM Debt Outlook: Growth Drivers Persist

1. Last year, you felt EM inflation had peaked. Today, inflation has drifted lower in line with..

Bank Loans Outlook: On Firm Footing

1. Bank loans had a great year in 2023, largely due to high base rates,[i] stable fundamentals and..

High Yield Credit Outlook: Compelling Carry & Structural Tailwinds

1. What’s your overall view of the high yield market as we enter the year?

Spreads are tight, but..

Municipal Bond Outlook: Looking Brighter after 2023 Rollercoaster

1. Rates rode quite a roller coaster last year as the Fed aggressively hiked rates. How did the..

Macro Outlook: Rates and Profits Critical to the Path Forward

Editor’s Note: Every year, Loomis Sayles features sector outlooks across the fixed income market...

Global GDP Themes and Forecasts

We are past peak inflation in major economies like the US and Europe, but questions remain..



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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