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...
Livewire: How to invest throughout the market cycle (and three stocks to do so)
It’s all about finding businesses that can withstand the volatility of the market, says Eileen Riley of Loomis Sayles. There is a 50%...
Investment Outlook – April 2023
Oftentimes, tighter monetary policy exposes financial excesses and pockets of risk within an economy. In the current late-cycle...
The Inside Network with Eileen Riley
Eileen Riley speaks with Drew Meredith at The Inside Network’s Growth Symposium. The information in this article is provided for...
Company quality is no absolute: The Inside Network
Global Equities Portfolio Manager Lee Rosenbaum recently presented at the Inside Network Growth Assets Symposium where he spoke about the...
Fed Mad Libs: Diction & A Dovish Tilt
Remember Mad Libs, the word game where players slot adjectives, nouns and verbs into a paragraph? The game speaks to the power of word...
One Year Into the Russia-Ukraine War, and No End in Sight
One year after Russia’s invasion of Ukraine, we fear the prospects of peace remain remote and that the conflict is likely to drag on for...
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