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.

Commentary

Global Credit Outlook: Cautious on Turbulence & Technicals

The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.

Commentary

Bank Loans Outlook: Don’t Miss Out on the Opportunity

Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.

Commentary

High Credit Yield Outlook: Considering Catalysts for Wider Spreads

The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.

Commentary

Municipal Outlook: Fresh Opportunities After the Pressures of 2022

Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.

Commentary

2023 Macro Outlook: All Eyes on Central Banks’ Delicate Dance

Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in 2023.

Commentary

China’s Road to Reopening

As the second-largest economy in the world, China’s reopening has important economic and market implications. Here are some key considerations.

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

We Are Here: Thinking About Recession Risk

The US has had 12 recessions since 1945. Chief Economist Brian Horrigan contemplates the potential for unlucky #13.

Commentary

Corporate Health Indicators Signal an Economy in Transition

Our survey on corporate health in the third quarter painted a picture of an economy in transition. Even as some key fundamentals showed a marked deterioration from the previous quarter, others, notably the outlook for corporate credit, displayed surprising resilience.

Commentary

Market Risk and Midterm Elections: Eyes on the Senate

Does it matter who wins the Senate? It matters a great deal. Read our latest blog regarding midterm elections.

Commentary

After the Storm: Hurricane Ian’s Potential Impact on Municipal Credit in Florida

You might be surprised to learn that despite the devastation, we do not expect Hurricane Ian to have a material credit impact in Florida.

Commentary

Three Big Questions on the BoE’s Operations

Senior Sovereign Analyst Jon Levy tackles three big questions on the Bank of England's recent operations.

White Paper

Investment Outlook - October 2022

The global economy appears to be headed for a downturn and we believe the clock is ticking on the US cycle as well.