Global GDP Themes and Forecasts
The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...
Investment Outlook – April 2024
INTRODUCTION We see an extended runway for economic growth now that inflation has been tamed. While central banks may not have reached...
Global GDP Themes and Forecasts
US rates grinded higher at the beginning of 2024 as the economy continued to prove resilient. Stronger-than-expected economic data, plus a...
Investment Outlook – January 2024
INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
Global GDP Themes and Forecasts
We are past peak inflation in major economies like the US and Europe, but questions remain regarding the speed of deceleration in inflation...
What’s Next for the Credit Cycle?
Looking for signs International airports often have curbside signs that say “look right” or “look left” (i.e., cars drive on this...
Transformative Technology: A Look at Industrials, Healthcare & Financials
Throughout history, technology has propelled business innovation and advancement. As active equity managers with an eye toward long-term...
Investment Outlook – October 2023
INTRODUCTION We believe the US economy is late in the credit cycle as US Treasury bond yields move to highs not seen since 2007. Mortgage...
Global GDP Themes and Forecasts (Infographic)
Peak inflation appears to be in the past for major economies like the US and Europe, but questions remain regarding the speed of...
Corporate Health: Signs of Improvement, but Vulnerabilities Remain
The results from our latest quarterly survey of Loomis Sayles’ corporate credit analysts point to some good news. In aggregate, their...
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