Commentary

Global GDP Themes and Forecasts (Infographic)

What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.

Commentary

The Urban Challenge: Can Cities Fill the Tax Gap Created by Empty Offices?

Cities and states may have their work cut out for them as they explore solutions to preserve their commercial tax bases and maintain the vibrancy of their downtowns.

Commentary

Capital Structures and Rising Debt Costs: How Concerned Should You Be?

Rising interest costs have sparked speculation about whether companies with loan-only capital structures might be vulnerable. Investment Director Cheryl Stober puts rising interest costs, debt service capacity and capital structures into context.

Commentary

Debt Ceiling Drama: We’re in for a Nail-Biter

Markets will likely get increasingly unsettled as the X-date approaches without resolution. Congress has about four weeks to hatch a deal. Chief Economist Brian Horrigan looks at five possible scenarios and relates important considerations for each.

Commentary

A Fresh Value Proposition in Intermediate Corporate Bonds Amid an Uncertain Outlook

Investment Strategist Devon McKenna believes intermediate-maturity corporate bonds can offer a fresh value proposition that may help defend the segment against rallying rates and widening spreads.

Commentary

Corporate Health Stabilizes, but We Expect More Weakness Ahead

Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit analysts leads us to believe the bottom in corporate fundamentals is yet to come.

White Paper

Investment Outlook - April 2023

Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle environment, this may be the case.

Commentary

State Governments Face Diverging Outcomes in a Downturn

Senior Fixed Income Analyst Bedford Lydon shares three factors that may affect states' creditworthiness in a downturn.

Commentary

Tracing Treasury Liquidity Lower: Once the Ball Starts Rolling, It’s Hard To Stop

It’s been—to put it mildly—an interesting time in the US Treasury market.

Commentary

Can the ECB Teach an Old Dog New Tricks?

Senior Sovereign Analyst Jon Levy shares his analysis of the European Central Bank’s plans to unwind its largest quantitative policy measure, how it could affect markets and how it compares to previous policy changes.

Commentary

One Year Into the Russia-Ukraine War, and No End in Sight

One year after the invasion, Senior Sovereign Analyst Hassan Malik looks at the state of affairs in the Russia-Ukraine war and what has (and hasn't) changed.

Commentary

Mortgage & Structured Finance Outlook: Where We See the Value

The Loomis Sayles Mortgage & Structured Finance Sector Team shares insights on consumers, real estate markets and more.

Commentary

Corporate Health Weakens as Pricing Power Falls Sharply

A plunge in pricing power was one of the most notable developments we found in our latest quarterly survey of our credit analysts, who follow more than two dozen industries.

Commentary

IG Outlook: Positive Technicals, Deteriorating Fundamentals

The Loomis Sayles Investment Grade Sector Team shares their expectations for the IG corporate bond market in 2023.

Commentary

EM Debt Outlook: China Takes Center Stage

The Loomis Sayles Emerging Markets Debt Sector Team shares their views on growth, corporate defaults and inflation.