Featured White Papers from Loomis, Sayles & Company, L.P.

Loomis, Sayles & Company, L.P.
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Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

Agency MBS: Still Attractive for Now

July 10, 2017

The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.

Loomis Sayles' Investment Outlook

June 30, 2017

Investor confidence in the global outlook for monetary policy, economic growth and inflation has kept risk appetite high and volatility contained. Can it continue?

Aluminum: Where the US and China Align

May 09, 2017

Recent trade actions against Chinese aluminum imports may result in higher tariffs. Ironically, the US and China have their interests aligned in this area.

Loomis Sayles' Investment Outlook

April 04, 2017

The ongoing economic and profits recoveries mean global risk assets could see modest upside from here.

Euro Area Political Risks Rise To The Fore

March 07, 2017

In 2017, the risks to the euro area stem from politics, not the economy.

2017 Sector Teams' Outlook

February 07, 2017

We’re modestly optimistic about 2017, but there are a host of unknowns as we become acquainted with our new President Trump, what policies he may pursue, and how they will impact the world body politic. Loomis Sayles' sector teams weigh in on potential opportunities in the year ahead.

Equity Market Review and Outlook: Q4 2016

January 20, 2017

For the first time in quite a while, Washington could prove to be a source of positive earnings catalysts in the months ahead.

Top Five Macro Themes for 2017

January 20, 2017

What a difference a few months can make. The world economy now looks to be on sounder footing, with economic data surprising to the upside, developed and emerging market economic momentum improving, global manufacturing recovering and the US profits recession ended.

Bond Market Review and Outlook - Q4 2016

January 09, 2017

Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.

Reshuffling the Deck: Industry Impacts of a Trump White House

December 13, 2016

Markets are betting that Trump's policies will reshuffle the economic deck. Here's how key sectors and industries might fare.

A Trump White House: Potential Market Impacts of the US Election

November 09, 2016

Donald Trump’s presidential upset has stunned financial markets, which had heavily discounted a Clinton victory. What might Trump’s policy proposals mean for markets and key components of the US economy going forward?

Equity Market Review and Outlook

October 17, 2016

We expect equities to continue their slow uptrend into next year.

Quarterly Macro Insights: October 2016

October 13, 2016

Senior Global Economist James Balfour explores some of the key macro themes influencing global markets.

Bond Market Review & Outlook

October 13, 2016

Fiscal policy developments could create bond market volatility going forward, but historically low interest rates are likely to persist.

Is This the Endgame for the Current M&A Boom?

September 07, 2016

The current merger boom may be nearing the end, and we may be headed for more challenging economic times.

Credit Migration: Worse Than You Think, Not as Bad as You Fear

September 07, 2016

Downward credit quality migration has important implications for investors in terms of how they think about portfolio construction and bond benchmarks.

Back to the Future: Revisiting the Scourge of Secular Stagnation

August 03, 2016

Since emerging from the 2007-2008 Global Financial Crisis, the global economy has arguably remained stuck in a state of “secular stagnation.”

Bond Market Review & Outlook

July 12, 2016

The current mix of expansionary policy and mediocre economic data should support fixed income performance in the months ahead.

Quarterly Macro Insights: July 2016

July 12, 2016

Seven years into the recovery, the US and much of the global economy still find themselves in a hesitant, halting, frustrating economic dance.

Equity Market Review & Outlook

July 12, 2016

The S&P 500’s record high in early July may indicate that investors are accepting a more constructive fundamental outlook.

Demystifying TIPS

June 09, 2016

Elaine Kan and Maura Murphy at Loomis Sayles examine TIPS and debunk several misconceptions.

Unlocking the Credit Cycle

May 11, 2016

The Loomis Sayles credit cycle framework tracks the interaction between credit and asset prices and furnishes practical insights to our investment teams.

Quarterly Macro Insights: April 2016

May 06, 2016

Sovereign Analysts Laura Sarlo and Aimee Kaye explore some of the key macro themes influencing global markets.

Telemedia's New Reality Show: Cord-Cutting, Shaving and Cord-Nevers

May 06, 2016

The reality is that change - frequently disruptive, creative change - will always be a key factor to reckon with in the telemedia industry, as long as telemedia remains as vital as it is today.

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