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...
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...
Investment Outlook – July 2023
INTRODUCTION The journey toward a downturn phase in the credit cycle is typically more like a brisk walk than a sprint. We do not see...
Global GDP Themes and Forecasts (Infographic)
Consensus global growth forecasts have improved slightly since last month as economies continue to look somewhat resilient relative to...
Debt Ceiling Drama: We’re in for a Nail-Biter
The issue of the debt limit, also called the debt ceiling, has moved to center stage. On 1 May, Treasury Secretary Janet Yellen warned that...
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