Loomis, Sayles & Company

Fixed income investors are navigating the delicate balance between a supportive macro environment and tight spreads. Geopolitical risks and other variables loom ahead. Where will the economy and markets go from here? Click here to discover insights from our investors and traders: https://lnkd.in/e3t4UKG4

Brazilian assets have largely recovered following a crisis of confidence in December, aided by news that the government met the fiscal target in 2024 as well as credible and aggressive action from the central bank: https://lnkd.in/eDUzW6AG #Brazil #Outlook

Emerging markets exhibited striking resilience in 2024. Geopolitical tensions did not induce a spike in EM volatility and we believe this speaks to the durability that we’ve now come to almost expect in EMs: https://lnkd.in/d8uwjcrr #EmergingMarkets #Debt #Outlook

We foresee potential upside surprises in UK trade—as it operates from a low base in its trade relations with the US and EU. Flux in the global system could conceivably benefit the UK. Read more: https://lnkd.in/eDUzW6AG #UK #Trade

When it comes to China, look for recovery, not rebound. The Chinese economy shows signs of green shoots. But deflation will not end in 2025. Read more in our blog post: https://lnkd.in/eDUzW6AG #China #Economy

In 2024, a myriad of factors contributed to sovereign and corporate upgrades in emerging markets, including improved standalone corporate credit fundamentals. Despite tightened spreads, we still see value in EM: https://lnkd.in/d8uwjcrr #EmergingMarkets #Debt #Outlook

LATAM countries are becoming increasingly idiosyncratic, defined by domestic political shifts and relationships with the US—especially on trade and migration policies. Read more in our blog post: https://lnkd.in/eDUzW6AG #LATAM #Trade

Our latest blog post features our outlook for emerging market debt, including a look back at the sector’s striking resilience in 2024 and the potential impacts of US tariffs: https://lnkd.in/d8uwjcrr #EmergingMarkets #Debt #Outlook

The Early Career Professionals (ECP) is a branch of Loomis Sayles' Women @ Work network. Launched in 2022, the ECP group's mission is to foster and retain a diverse community of early-career talent through networking, career development and engagement opportunities. From CFA and MBA study halls to providing access to professional attire through the "ECP Closet," the group provides a community for young professionals to find encouragement and support as they advance their careers. #AccelerateAction #InternationalWomensDay #IWD2025 #LifeAtLoomisSayles

A global economic expansion appears to continue, but there is weakness beneath the headline growth figures. For a few euro zone economies, investors project growth rates of just 0.50% for 2025, which doesn’t leave much room before any potential contraction: https://lnkd.in/eDUzW6AG #GDP #Economy