The Year of the Dog may not be known for being the most auspicious, but for China’s local, renminbi-denominated bond market it may prove momentous. I see two likely drivers of increased foreign investment as the government continues to lower the barriers to entry.
We expect a constructive global growth environment to persist into 2018. While there is potential for a temporary slowdown, a significant deviation from broadly positive trends across risk asset markets seems unlikely. How might this differ across key regions? Read on for a visual snapshot of themes across the globe.
For many investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a tear. But that’s what happened over the past week. That fear gauge, formally known as the VIX, rose almost 300% in three trading days, signaling an end to the market calm that dominated in 2017.
Volatility returned in a big way earlier this week. Over the past few trading sessions, equity market volatility as measured by the VIX more than doubled, and global equities from Europe to the Asia Pacific region suffered steep declines. What happened?
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our bank loans sector team is anticipating this year.
NAFTA is facing an existential threat. The US and its global trading partners could be entering uncharted territory.
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. Here's a snapshot of what our investment grade and high yield sector teams are anticipating this year.
Investing in the information age can be a noisy endeavor–investors are barraged with new information minute by minute. At Loomis Sayles, our investors count on sector teams as one way to cut through the noise.
This year saw a lot of buzz about the retail apocalypse as a record number of retailers filed for bankruptcy, participated in distressed debt exchanges or simply shuttered thousands of stores. Going into November, expectations for traditional retailers were pretty low and retail fear was at an all-time high.