Loomis Sayles – Investment Outlook – October 2023

Attempts to catch the moments in markets when asset prices change direction is not only fraught with jeopardy, it also risks sitting on the sidelines holding cash for substantial periods of time.

Everyone’s checking the pulse of the US economy, yet emerging markets are less tied to the US dollar than in the past.

Keeping the big picture in mind is essential. That means staying focused on corporate health and analyzing the credit cycle, argues the Loomis Sayles Macro Strategies team.