Economy

Our experts weigh in on the shape of the recovery, crisis winners and losers, and the potential impact of the US election on capital markets and the economy.

Jobless claims, industrial vs. service sector recovery, US dollar and stock market movement are analyzed by Chris Wallis, CEO, CIO at Vaughan Nelson in this podcast.

Senate veteran Bill Hoagland of the Bi-Partisan Policy Center discusses how COVID-19 aid spending might affect the federal deficit and healthcare.

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

Discussing the COVID-19 election, including changed campaign dynamics, top issues, and early polling indicators.

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

Multi-asset credit (MAC) investing provides investors the chance to gain exposure to a globally diverse mix in a single portfolio.

Why increasing case counts may not be the best metric to look at when considering the potential market impact of a COVID-19 second wave.

A look at how the emerging market US debt sector has been affected by the social and economic consequences of the COVID-19 pandemic.

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

The Loomis Sayles Global Fixed Income portfolio management team shares its views on opportunities and risks in the global credit markets.

A look at how the economic effects of the COVID-19 pandemic have impacted the municipal bond space.

The economic consequences of the pandemic have implications for US housing and mortgage-backed securities.

COVID-19’s impact on consumer asset-backed securitized sectors is analyzed by mortgage and structured finance experts from Loomis, Sayles & Co.

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

A look at how the corporate debt has been affected by the COVID-19 pandemic – and an outlook for this market over the near term.

A look at how the high yield credit market has been affected by the COVID-19 pandemic – and an outlook for the road ahead.

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.

Michael Crowell and Tom Fahey of Loomis, Sayles, & Company look at how periods of maximum uncertainty often make the most attractive entry points.

How COVID-19 is impacting various areas of the municipal bond market is examined by by Loomis, Sayles & Company’s Municpal Credit Research Team.

Corporate bond market implications of Fed’s latest action is analyzed by Loomis, Sayles & Company’s Chief Economist and Multisector PM.

COVID-19 impact on numerous industries is looked at by Loomis, Sayles & Company’s credit research analysts.

VP of Government Relations Susan Olson looks at how remaining primary elections and general election campaigning could be affected by coronavirus.

Vice President of Government Relations Susan Olson discusses how Super Tuesday narrowed the Democratic presidential field and narrowed the odds of a contested convention.

VP of Government Relations Susan Olson discusses the US federal government’s current fiscal response to the COVID-19 situation.

Bob Marsh of OB-C Group discusses what went wrong in Iowa, Trump’s re-election prospects, and how presidential nomination favorites can be fleeting.

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

China’s coronavirus outbreak has implications for the global economy and investors – here’s a look at the potential near-term and longer-term market risks.

Esty Dwek, Head of Global Market Strategy for Dynamic Solutions, shares her thoughts on ten investment risk considerations.

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

Why improving relations among global leaders could benefit economies and careers is explained by Global Market Strategist Esty Dwek.

Global security expert Michèle Flournoy breaks down the threat China’s growing geopolitical influence poses to US markets.

Biomedical and thermodynamic innovators give first-hand accounts of how they disrupted and transformed their industries and what the future may hold.

Three leaders who have successfully implemented blockchain technology into their companies discuss its strengths, limitations and growth potential.

Energy experts debate how renewable energy can dramatically impact a country's independence from foreign influence, and shift the global balance of power.

Although China’s economy holds great promise for investors, it remains to be seen whether it can lead on trade, human rights and climate change issues.

Learn how migration is having a profound bearing on political elections around the world, and why growing elderly populations are taxing developed economies.

The former president of Colombia discusses the complex state of international relations and its future impact on trade, finance, security, and human rights.

Three former European heads of state discuss their experiences and their vision for the future, and offer advice for solving international challenges.

European Union insiders explore various scenarios for EU politics over the next decade, given migration, monetary policy disagreements and Brexit.

Renowned portfolio managers discuss how active managers can differentiate themselves from passive competitors – and how they can meet clients’ new demands.

A look back at the measures global governments and institutions took to stabilize the 2008 financial crisis and the effect they may have on future events.