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A Trump White House: Potential Market Impacts of the US Election
by Tom Fahey of Loomis, Sayles & Co., 11/9/16

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?

Presidential Power: Are We At Risk for a Trade War?
by Brian Horrigan of Loomis, Sayles & Co., 11/4/16

As do many economists, I have a strong bias for free trade. These are not happy times for those of us with such a perspective.

Equity Earnings: Where Will We Run in 2017?
by Richard Skaggs, Craig Burelle of Loomis, Sayles & Co., 10/25/16

The burning question for equity investors is: what will happen to earnings in 2017?

Global Growth Themes and Forecast (Infographic)
by James Balfour of Loomis, Sayles & Co., 10/21/16

Every quarter, we update our global forecast map. Explore our key themes by region in our latest infographic.

Equity Market Review and Outlook
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 10/17/16

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

Quarterly Macro Insights: October 2016
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 10/13/16

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

Bond Market Review & Outlook
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 10/13/16

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

BB-Rated Bank Loans Can Make It Better: Reducing Volatility, Drawdown Risk
by Cheryl Stober of Loomis, Sayles & Co., 10/6/16

Our bank loan team has long believed that BB-rated bank loans can be very attractive to asset allocators who wish to reduce volatility, improve risk/return trade-offs, and ameliorate drawdown in high risk categories such as high yield and equities.

China: Rising Risks Posed by Shadow Banking
by Celeste Tay of Loomis, Sayles & Co., 9/30/16
Non-bank financial institutions (NBFIs), which typically operate with less regulatory oversight compared to banks, have existed in China for decades. Recently, we’ve witnessed another boom in wealth-management products (WMPs) originated by both banks and these NBFIs.

FOMC September Decision: Setting Up a Hike
by Brian Horrigan of Loomis, Sayles & Co., 9/22/16
To almost no one’s surprise, the Federal Reserve’s Federal Open Market Committee (FOMC) changed no policy rates and it kept its policy concerning its balance sheet unchanged this week. Not everyone was pleased.

Oil Outlook for the Remainder of 2016
by Saurabh Lele of Loomis, Sayles & Co., 9/14/16
I believe oil prices will likely remain under pressure through the end of the year. There has been exceptional growth in demand for oil over the last 12 months, but inventories have refused to budge as supply remained elevated.

US Housing: Prices Driven Up by Limited Construction & Strong Demand
by Dmitri Rabin of Loomis, Sayles & Co., 9/7/16
Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained near depression levels?

Credit Migration: Worse Than You Think, Not as Bad as You Fear
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 9/7/16
Downward credit quality migration has important implications for investors in terms of how they think about portfolio construction and bond benchmarks.

Is This the Endgame for the Current M&A Boom?
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 9/7/16
The current merger boom may be nearing the end, and we may be headed for more challenging economic times.

The Connected Consumer: 3 Key Themes
by Amit Kapoor of Loomis, Sayles & Co., 8/24/16
Whether watching television, shopping or driving in the car, today’s consumers want to control exactly when, where and how they receive content, information, goods and services. These three themes capitalize on this long-term, secular trend.

Could Negative Interest Rates Lead to the End of Cash?
by Julian Wellesley of Loomis, Sayles & Co., 8/18/16
Historically, central Banks raise interest rates on bank deposits when they want to cool inflation and cut interest rates when they want to stimulate the economy. Since banks pass these changes on to their customers, higher interest rates can make borrowing more expensive and saving money more attractive.

Back to the Future: Revisiting the Scourge of Secular Stagnation
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 8/3/16
Since emerging from the 2007-2008 Global Financial Crisis, the global economy has arguably remained stuck in a state of “secular stagnation.”

Fallen Angels: For Investment Grade Investors, Patience is a Virtue
by Daniel Conklin of Loomis, Sayles & Co., 7/27/16
Since January, Moody’s has stripped 33 US corporations of their investment grade status -- the highest yearly number since the 2008 financial crisis. The recent downgrades have been largely concentrated in the energy and metals/mining sectors, as rating agencies moved to incorporate lower commodity price assumptions into their models.

Equity Market Review & Outlook
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 7/12/16
The S&P 500’s record high in early July may indicate that investors are accepting a more constructive fundamental outlook.

Quarterly Macro Insights: July 2016
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 7/12/16
Seven years into the recovery, the US and much of the global economy still find themselves in a hesitant, halting, frustrating economic dance.

Bond Market Review & Outlook
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 7/12/16
The current mix of expansionary policy and mediocre economic data should support fixed income performance in the months ahead.

2016 Mid-Year Investment Outlook: 12 Experts on What to Watch
by Orla O'Brien of Loomis, Sayles & Co., 7/8/16
We spoke with 12 Loomis Sayles investment experts about the most pressing issues and provocative investment themes for the remainder of 2016. What are they watching? Read on for their insights.

Britain's Vote for Brexit: Initial Thoughts
by Laura Sarlo of Loomis, Sayles & Co., 6/28/16
Thus far, financial markets have not shown widespread panic over the historic outcome of last week's European Union (EU) referendum, just weakness and increased volatility.

Demystifying TIPS
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 6/9/16
Elaine Kan and Maura Murphy at Loomis Sayles examine TIPS and debunk several misconceptions.

Mid-Year Outlook for Investment Grade and High Yield Bonds
by Tom Fahey of Loomis, Sayles & Co., 6/7/16
This is a “risk on” environment that has supported fixed income credit sectors - but it probably has an expiration date looming. With the US in late cycle, a multi-year spread tightening phase is unlikely.

What Happens to High Yield, Happens to Bank Loans—Only Less
by Cheryl Stober of Loomis, Sayles & Co., 6/2/16
One of the phrases our bank loan team loves to use is “whatever happens in the high yield market, happens in the bank loan market, only less.”

Brexit’s Impact on Global Markets
by Laura Sarlo of Loomis, Sayles & Co., 5/23/16
The upcoming June 23rd UK referendum on European Union (EU) membership appears to be a knife’s edge contest. If the vote produces an “out” result, I believe the global markets will face additional turbulence this summer. I also anticipate that credit ratings agencies will penalize the UK for an “out” vote.

Global Growth Forecast - Q2 (Infographic)
by Laura Sarlo of Loomis, Sayles & Co., 5/17/16
Every quarter, we update our global forecast map. Explore our key themes by region in our latest infographic.

Unlocking the Credit Cycle
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 5/11/16
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
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 5/6/16
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
by Loomis, Sayles & Company, L.P. of Loomis, Sayles & Co., 5/6/16
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.

Green Shoots in China Promising, But Temporary
by Aimee Kaye of Loomis, Sayles & Co., 5/4/16
We’ve seen some favorable headlines from China recently, including better-than-expected industrial activity. But the ‘green shoots’ we see in the Chinese economy are not likely to persist and I expect softness to resume in June or July.

Relationships Are Complicated: Crude Oil and US Equities
by Craig Burelle of Loomis, Sayles & Co., 5/2/16
Over the last 30 years, the correlation between crude oil prices and the US equity market has been essentially zero. In the first quarter of this year, the correlation rose to 0.58.

The US Auto Industry: Have Sales Peaked?
by Steven Bocamazo of Loomis, Sayles & Co., 4/27/16
Since the massive restructuring of the US auto industry in 2009, sales have increased by two-thirds to more than 17 million units. However, after six consecutive years of growth, it looks like sales in the US auto industry may have peaked.

Boring Ol' TIPS - Not So Boring Now
by Elaine Kan of Loomis, Sayles & Co., 4/27/16
TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class? Some of the recent attention can be attributed to strong TIPS performance so far this year versus last year. But I also suspect that forward-looking investors are intrigued by the asset class as they keep a close eye on some looming market changes.

Chinese Non-Performing Loans – How Bad Can They Get?
by Julian Wellesley of Loomis, Sayles & Co., 3/28/16
The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering due to overcapacity and lower global demand for Chinese products. While these conditions have tempered local bank loan growth substantially, there doesn’t seem to be any significant increase in banks reporting non-performing loans (NPL). That is surprising…NPLs typically rise in a country when the economy weakens after a period of very high loan growth.

Global House Prices: Hints of Housing Bubbles
by Dmitri Rabin of Loomis, Sayles & Co., 3/16/16
Over the last 25 years, home prices across a number of major economies have risen faster than local income or inflation levels. Real home prices across these nations are up an average of 25% compared to 1990. In addition, home price-to-rent ratios are also far higher than their long-term averages.

Market Perspectives on High Yield & Liquidity
by Kenneth Johnson of Loomis, Sayles & Co., 2/18/16
High yield bonds are experiencing larger price fluctuations given the low-liquidity environment and lower dealer inventories; the recent drawdown appears to be creating value in the sector.

Global Growth Forecast - Q1 (Infographic)
by Laura Sarlo of Loomis, Sayles & Co., 2/2/16
Every quarter, we update our global forecast map. Explore our key themes by region in our latest infographic.

Crude Oil: The Bane of a Commodity Trader’s Existence
by Harish Sundaresh of Loomis, Sayles & Co., 1/29/16
Oil traders everywhere probably had their fingers crossed that oil’s craziest trading days would not persist into the New Year. In 2015, we watched benchmark oil indices drop over 30% and the sheer number of shuttered commodity hedge funds is testament to how difficult trading ‘black gold’ has been. Unfortunately, I expect 2016 to be no easier – full of fits and starts with lots of volatility in between. However, by end of 2016 I expect crude prices to rise to $45-50 from current levels of just under $30.

Japan: 5 Reasons to Be Optimistic Despite the Demographics
by Julian Wellesley of Loomis, Sayles & Co., 1/14/16
For many analysts, it’s difficult to be positive about Japan over the long-term given its demographic headwind. The old-age dependency ratio may rise by 70% by 2050. The government has forecast that the population may halve within 70 years. Despite Japan's demographic challenges, I see several significant bright spots which bode well for the future.

Warm Weather Distortions in US Economic Data
by Brian Horrigan of Loomis, Sayles & Co., 12/24/15
November 2015 ranked as the 25th warmest November in the last 121 years. A warm spell like this can wreak havoc with economic data.

Fed Raises Rates for the First Time Since 2006: Our Reaction
by Orla O'Brien of Loomis, Sayles & Co., 12/17/15
The Fed has spoken. Now that we finally have the answer, what does it mean to you and your investors? Read the analysis from two Loomis Sayles strategists who have been following the rate decision play-by-play — every step of the way.

Analyst Notes: A Brighter Outlook for US Banks?
by Julian Wellesley of Loomis, Sayles & Co., 12/15/15
The overall mood at the recent US BancAnalysts Association of Boston conference was positive. Many bank CFOs believe that the future for regional bank revenue, which has been growing at barely over 1% for the past three years, looks brighter.

2016 Market Outlook: 14 Experts On What To Watch
by Orla O'Brien of Loomis, Sayles & Co., 12/2/15
What’s in store for global markets in 2016? We asked analysts, strategists and traders across Loomis Sayles to pinpoint trends and potential trouble spots for the markets next year.

Keystone Pipeline Suffers Rejection Syndrome
by Ryan McGrail of Loomis, Sayles & Co., 11/20/15
Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from Canada to Gulf Coast refineries.

Currency Wars - What Will Break the Cycle?
by Brian Hess of Loomis, Sayles & Co., 11/16/15
The term “currency war" may sound like sensationalism. But the series of competitive devaluations in global currency markets over the past several years have essentially created a series of global currency battles.

Emerging Markets Winners and Losers: Q3 2015
by Jackie Lafferty of Loomis, Sayles & Co., 11/9/15
Investor risk aversion battered emerging market (EM) assets during the third quarter. Local currency and hard currency markets both posted negative gains and EM equities posted double digit losses.

El Niño: Winds of Change for Commodity Prices?
by Andrea DiCenso of Loomis, Sayles & Co., 11/3/15
An endless number of factors can influence commodity prices. The headlines this year are focused on the global weather pattern known as El Niño and its potential to impact all areas of the commodity complex.

Global Banks – Who Is Swimming Naked?
by Julian Wellesley of Loomis, Sayles & Co., 10/26/15
The outlook for most large banks around the world remains favorable, and one reason is that many global banks have been reporting unusually low non-performing loan disposal costs for a couple of years. Why? A financial crisis, like the one we had in 2008, is often followed by a period of low loan growth. But there are some early warning signs of trouble brewing out there.
Results 151–200 of 291 found.