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.
Compared to investment grade bonds, corporate loans provide a sizeable yield pick-up and excellent risk-return characteristics relative to other credit instruments.
Discover the monthly macro and market analysis of Natixis IM Solutions.