Loomis Sayles Blog: LandScape (67)

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Green Shoots in China Promising, but Temporary

By Aimee Kaye, Sovereign Analyst May 3, 2016

We’ve seen some favorable headlines from China recently, including better-than-expected industrial..

Sovereign Research, Emerging Markets, Fixed Income

Relationships Are Complicated: Crude Oil and US Equities

By Craig Burelle, Global Macro Strategist, Credit April 28, 2016

Over the last 30 years, the correlation between crude oil prices and the US equity market has been..

Macro Strategies, Equity Research, Commodities

Boring Ol’ TIPS – Not So Boring Now

By Elaine Kan, CFA, Portfolio Manager & Rates and Currency Strategist April 25, 2016

TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class?..

Commodities, Fixed Income

The US Auto Industry: Have Sales Peaked?

By Steven Bocamazo, Associate Director of Credit Research April 20, 2016

Since the massive restructuring of the US auto industry in 2009, sales have increased by two-thirds..

Fixed Income

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

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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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