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...
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Feb 2023
One Year Into the Russia-Ukraine War, and No End in Sight
One year after Russiaās invasion of Ukraine, we fear the prospects of peace remain remote and that the conflict is likely to drag on for...
Jan 2023
Corporate Health Weakens as Pricing Power Falls Sharply
A plunge in pricing power was one of the most notableĀ developments we found in our latest quarterly survey of our credit analysts, who...
Jan 2023
Loomis Sayles Global Equity Fund Update Webinar Recording – Q4 2022
Investment Specialist Peter McPhee was joined by Eileen Riley, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund to wrap up the...
Jan 2023
Investment Outlook – January 2023
We anticipate a volatile start to 2023, which could provide investment opportunities. The global economic cycle appears to be transitioning...
Jan 2023
Macro Outlook: All Eyes on Central Banksā Delicate Dance
1. There has been a lot of talk about an approaching recession, yet the markets seem to be pricing a soft landing. What do you think is...
Dec 2022
Global GDP Themes and Forecasts (Infographic)
We believe the likelihood of a recession starting in 2023 has been increasing. While the Federal Reserve has not explicitly forecast a...
Nov 2022
We Are Here: Thinking about Recession Risk
On the threshold of recession Sad to say, we think the likelihood of a recession starting in 2023 is increasing. While the Federal Reserve...
Nov 2022
Corporate Health Indicators Signal an Economy in Transition
Our survey on corporate health in the third quarter painted a picture of an economy in transition. Even as some key fundamentals showed a...
Oct 2022
Investment Outlook: October 2022
In our view, the majority of positive developments that propelled markets higher earlier in the current credit cycle are now working in...