Discover the monthly macro and market analysis of Natixis IM Solutions.
Economic and earnings growth may exceed consensus expectations if the global economy continues to accelerate. Though we anticipate higher US Treasury yields, we doubt a modest rise in rates could meaningfully derail credit and equity market performance in the months ahead.
A Loomis Sayles expert looks into duration risk, credit fixed-income and intermediate fixed-income.
Asia’s Road to Recovery – Uneven but in the Right Direction.