At Loomis Sayles, we track the credit cycle to inform our forward-looking views on the US economy...

Macro Strategies

Growing at a cumulative rate of over 300% since 2010, emerging markets (EM) corporates represent a..

Emerging Markets, Fixed Income

Throughout history, technology has propelled business innovation and advancement. As active equity..

Equity Research, Sector Outlook

Michael, prior to the pandemic we hadn’t seen high inflation rates for decades. What contributed to..

Fixed Income, Sector Outlook

We believe corporate health is on the mend. The latest results from the CANDIs,[i] proprietary..

Credit Research, Macro Strategies, Fixed Income

With tight spreads and elevated valuations in many credit markets, we think the asset-backed..

Securitized Research