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Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.
Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.
From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.