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

Within central and eastern Europe, Poland remained the growth outperformer owing primarily to strong private consumption, which outweighed weaker exports on lower external demand. Read more: https://lnkd.in/eDUzW6AG #CEE #Poland

In our view, the Trump administration’s tariffs are a global issue that will likely have rippling implications for emerging markets. However, similar to the administration’s policies in 2018, we believe EMs can adapt. Read more: https://lnkd.in/d8uwjcrr #EmergingMarkets #Debt #Outlook

The Associate Development Program (ADP) at Loomis Sayles is a two-year rotational program designed to retain talented graduates from our UWIN and Undergraduate Summer Internship Development programs. Participants gain exposure and experience in different areas of asset management, gaining a greater sense of their interests and talents and how to align them with their career aspirations. #AccelerateAction #InternationalWomensDay #IWD2025 #LifeAtLoomisSayles Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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