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Surprises from the First Half of 2022: Positive Trends in EM Despite Headwinds

To date, 2022 has been rife with credit headwinds—higher US Treasury bond yields, persistent..

Surprises from the First Half of 2022: Value Reemerging in TIPS

It would seem that anxiety regarding inflation remains prevalent: global central banks are..

Surprises from the First Half of 2022: Underperformance of European Corporate Bond Spreads

The correlation between US and European corporate bond spreads is historically very high. After a..

The Yield Curve as a Recession Signal: Take It Seriously, but Not Literally

The sudden inversion of the 2-year, 10-year (2s10s) US Treasury yield curve has investors wondering..

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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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