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

Emerging Markets, Fixed Income, Sector Outlook

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

Bank Loans, Fixed Income, Sector Outlook

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

Spreads are tight, but..

Fixed Income, Sector Outlook

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

Sector Outlook, Municipals

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

Macro Strategies, Market Outlook, Sector Outlook

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

Macro Strategies, Sovereign Research, Market Outlook, Infographic