The ISM’s^[1]  US manufacturing surveys are widely recognized gauges of economic health. They’ve..

Macro Strategies, Friday Fact

We expect the formation of collateralized loan obligations to remain a positive technical driver..

Bank Loans, Market Outlook, Sector Outlook

Consensus expectations for global growth have been revised lower and fiscal stimulus in the US..

Macro Strategies, Sovereign Research, Market Outlook, Infographic

Sector teams are a critical part of the investment process at Loomis Sayles. 

They bring together..

Fixed Income, Currency, Market Outlook, Sector Outlook

Global economic activity appears to be slowing down. But slowing down and tipping into recession..

Macro Strategies, Sovereign Research, Market Outlook

US bank shares are in a bear market.[i] The KBW Bank Index[ii] fell 20% in 2018. That’s much worse..

Equity Research