Macroeconomics
A tough 2022, a humbling 2023 and disparate outlooks for 2024 have left investors with a lot of tough choices. For strategists, there are fewer definitive answers still.
Fund selectors see an unfamiliar investment landscape in 2024.
Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Institutional sentiment shows 2024 to be a year filled with many uncertainties.
When it comes down to it, market strategists and economists within the Natixis Investment Managers family see an uncertain world, but not one without opportunity.