By Laura Sarlo, Senior Sovereign Analyst 04 December 2018
There has been a lot of drama as the UK approaches the expiration of Article 50 (Brexit) in March 2019. We’ve seen political posturing and UK Prime Minister Theresa May’s leadership called into question. The situation remains highly fluid, and there are many potential paths to Brexit. But no matter the path, it’s important to remember there are three key ingredients needed for Brexit—a withdrawal agreement, a transition period and a new permanent trade relationship. Each one is detailed below. Managing Brexit requires all the ingredients come together, otherwise the soufflé will fall flat.
Kevin Charleston, CEO and Chairman, discusses the Loomis Sayles approach to investing, along with other key investment professionals who outline their own areas of expertise.
by Craig Burelle, Macro Strategies Research Analyst18 October 2018
Most major economies appear to be gradually advancing through the credit cycle, with most countries in recovery or expansion. We expect global growth to remain near current levels, but we are mindful of key risks. Read on for a visual snapshot of growth themes across the globe.
Laura Sarlo, Senior Sovereign Analyst and Julian Wellesley, Senior Global Equity Opportunities Analyst19 September 2018
Fans of the “Fast & Furious” movies know the game of chicken. Two cars race toward each other, each driver waiting for the other to swerve out of the way. If neither swerves, the cars collide head-on. This game has been playing out in Europe as the UK and Italian governments each face off with the European Union (EU).
