A quarterly look at data and topics in the syndicated loan market.
The long US dollar bull market may be coming to an end.
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.