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Macro Outlook: Rates and Profits Critical to the Path Forward

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

Global GDP Themes and Forecasts

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

What’s Next for the Credit Cycle?

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

EM Corporates & ESG: A Surprisingly Strong Opportunity Set

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

Transformative Technology: A Look at Industrials, Healthcare & Financials

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

Three Questions on Inflation with Michael Gladchun

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

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About the Authors

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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