Loomis Sayles Blog: LandScape (64)

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Shale: Producers Get Religion, But Uncertainty Remains

By David Cohen, Portfolio Manager April 15, 2016

The answer to a fundamental question is becoming clearer: US oil production is likely going to be..

Equity Research

Chinese Non-Performing Loans – How Bad Can They Get?

By Julian Wellesley, CFA, Senior Credit Research Analyst March 28, 2016

The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering..

Equity Research

Global House Prices: Hints of Housing Bubbles

By Dmitri Rabin, Co-Head, Mortgage and Structured Finance Group March 16, 2016

Over the last 25 years, home prices across a number of major economies have risen faster than local..

Securitized Research, Infographic

Emerging Markets Winners and Losers: Q4 2015

By Jackie Lafferty, Investment Strategist March 3, 2016

In the fourth quarter, emerging market (EM) assets posted modest to flat gains. This left..

Emerging Markets, Infographic

Market Perspectives on High Yield & Liquidity

By Kenneth Johnson, Head of US Relationship Management February 17, 2016

High yield bonds are experiencing larger price fluctuations given the low-liquidity environment and..

Fixed Income

Global Growth Forecast - Q1 (Infographic)

By Laura Sarlo, Senior Sovereign Analyst February 2, 2016

Some big trends that drove markets in 2015 seem set to stay with us into 2016:

The US dollar is..

Macro Strategies, Market Outlook, Infographic

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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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Macro Strategies (181)
Fixed Income (124)
Market Outlook (85)
Sovereign Research (79)
Infographic (69)
Sector Outlook (62)
Emerging Markets (58)
COVID-19 (55)
Equity Research (50)
Credit Research (49)
Securitized Research (32)
The Fed (32)
Bank Loans (29)
Central Banks (29)
Commodities (27)
Election (27)
Municipals (18)
Currency (14)
Brexit Beat (9)
Video (9)
Chart of the Week (8)
Geopolitics (8)
Trade (8)
Friday Fact (5)
Recovery (5)
Reflation (4)
ESG Engagement Series (2)
Municipals & Climate Change Series (2)
Private Credit (1)

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