January 8, 2021
By Brian Horrigan, CFA
A look at what the 50-50 split in the Senate might mean for the Biden administration’s agenda.
December 18, 2020
By Roger Ackerman and Harish Sundaresh
This synopsis takes a look in the rearview mirror at how risk mitigation strategies fared post-election. And with potentially no shortage of volatility-inducing events in the future, this information could be vital.
November 11, 2020
By Kevin Tracy, CFA
With transformational change likely off the table, healthcare and pharmaceutical companies should be well-positioned to weather the next presidential term.
November 4, 2020
By Tom Fahey and Brian Horrigan, CFA
As we look through nearer-term instability from the election and the pandemic, here are some factors that give us confidence in the economic recovery.
November 2, 2020
By Roger Ackerman and Harish Sundaresh
Coming into the home stretch of 2020, continued concerns about COVID-19 and the political environment persist and have been feeding risk-averse sentiment for many investors. Given the year the world has experienced, it’s not surprising people are focusing on portfolio risk mitigation.
October 31, 2020
By Tom Fahey
There appears to be an increased willingness to engage in deficit spending on both sides of the aisle in Washington, DC. This could lead to a more “middle of the road” outlook for fiscal decision making.
October 29, 2020
By Matthew Kelly, CFA, Joanne McIntosh and Austin Nasca
Loomis Sayles credit analysts look at clean energy investment opportunities through a different lens. Here, they discuss what a Biden administration could mean for the power sector.
October 23, 2020
By Brian Horrigan, CFA
The US political landscape could offer surprises beyond the November 3 election. Brian Horrigan outlines scenarios that, in his view, could make some waves in capital markets.
October 23, 2020
By Brian Horrigan, CFA
Sending a ballot by mail may seem straightforward, but the rules can be complex. Brian Horrigan explains some of the challenges associated with mail-in voting.
October 23, 2020
By Ryan McGrail
Ryan McGrail summarizes potential policy proposals under a Biden administration and highlights the states and regions that could face federal regulatory changes.
October 22, 2020
By Brian Horrigan, CFA
While there is a lot of uncertainty about the outcome of the upcoming US presidential election, the process will remain intact regardless of who wins. Brian Horrigan shares a refresher on the Electoral College.
October 21, 2020
By Heather Ridill, CFA, and Ryan MacKay
What could a Biden victory mean for investors? Read our blog post from the Loomis Sayles Global Fixed Income Team for their views on some key campaign issues.
September 24, 2020
By Kevin Tracy, CFA
Democrats could sweep the November elections according to many independent polls. What would that mean for the healthcare and pharmaceutical sectors?
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