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Collective Views: Liberation day, tariffs, market volatility
Collective Views: tariff turbulence and volatility views
We asked our Expert Collective for their views on the ripples and ramifications of the market turbulence caused by the marked shift in US trade policy.
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Fixed income

An LDI playbook for 2025

February 13, 2025 - 9 min

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It’s not the end of US exceptionalism
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Fixed income
It’s not the end of US exceptionalism
Philippe Berthelot, CIO Credit & Money Markets, Ostrum AM looks at how the recent volatility has changed the outlook for the US and Europe.
The (Trade) War You Start May Not Be the War You Get
Fixed income
The (Trade) War You Start May Not Be the War You Get
Loomis Sayles’ David Rolley digs into the rationale behind Trump’s trade war and its potential consequences.
Fixed income
EM debt outlook: anticipated durability despite the unknowns
The Loomis Sayles Emerging Market Debt team share their outlook for EM Debt and where they continue to see value.