EM Equities Outlook: Opportunity Amid Structural Shifts and New Dynamics

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

Credit Compass: Mapping the Markets in 2024

By Loomis Sayles Research January 29, 2024

Markets appear to be priced for a soft landing in the United States, but plenty of economic and..

IG Credit Outlook: Potential for a Technical Tailwind

1. What’s your overall view of the investment grade (IG) credit market?

We believe IG corporate..

Euro Credit Outlook: Cautious on Weakening Fundamentals

1. What’s your view of the fundamentals and valuations in euro investment grade (IG) credit?


EM Debt Outlook: Growth Drivers Persist

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



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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