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Bank Loans: Three Questions on What’s Changed Since the March Madness

By John Bell, Portfolio Manager, Bank Loans July 21, 2020

1.In a March blog post, you referred to loans as “stupid cheap." How do fundamentals and..

Bank Loans, COVID-19

Global Fixed Income: Three Questions on What's Changed Since the March Madness

By The Loomis Sayles Global Fixed Income Team July 20, 2020

1. In March, you anticipated the economy could experience sluggish growth in the third quarter..

Commodities, Fixed Income, COVID-19

Loomis Sayles' Investment Outlook – July 2020

By Craig Burelle, Global Macro Strategist, Credit July 16, 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential..

Macro Strategies, Market Outlook, COVID-19

Homebuilders: Holding Up Better Than Expected

By Shannon O'Mara, CFA, Co-Director, Credit Research July 16, 2020

The homebuilding and building products industries have held up quite well during this economic..

Credit Research, COVID-19

Credit Repair: What's Different This Time?

By Tom Fahey, Co-Director, Macro Strategies July 7, 2020

The severity of the current economic downturn has surpassed that of the global financial crisis..

Macro Strategies, COVID-19

Global GDP Themes and Forecasts (Infographic)

By Craig Burelle, Global Macro Strategist, Credit June 1, 2020

The COVID-19 pandemic has tipped the global economy into what appears to be the deepest recession..

Macro Strategies, Sovereign Research, Market Outlook, Infographic, COVID-19

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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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Posts by Topic

Macro Strategies (180)
Fixed Income (124)
Market Outlook (85)
Sovereign Research (79)
Infographic (69)
Sector Outlook (61)
Emerging Markets (57)
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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