Economic and Financial Outlook 2024

When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?

January 31, 2024
Investment Outlook: Loomis Sayles

Lower inflation, interest rate cuts in the US, EM earnings growth recovery, and compelling yields on corporate bonds are part of Loomis Sayles’ outlook.

January 24, 2024
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Backdrop for Bond Investing Brighter in 2024

Fed rate cuts and softer inflation should drive more opportunities for bond investors, says Loomis Sayles’ Peter Palfrey.

January 2, 2024
Portfolio Manager Insights: Themes & Risks for 2024

From a recession to AI, portfolio managers share diverse views on the big topics shaping investment decisions in 2024.

December 26, 2023
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Going Where the Value Is Greater: International Equities

Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.

December 21, 2023 David G. Herro
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Could Small Cap Stocks Be a Sweet Spot in 2024?

Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.

December 21, 2023
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Macro Outlook: Turn the Page

Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.

December 15, 2023 Jack Janasiewicz - Garrett Melson
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Observations & Ideas for a Higher Yield World

Higher capture of yield and market fundamentals should be good for bond investors in 2024, explains Loomis Sayles’ Matt Eagan.

December 5, 2023 Matthew J. Eagan
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Growth Trends with a Long Runway

Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.

November 27, 2023 Aziz V. Hamzaogullari
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Fixed Income Outlook: More Yield to Be Had?

An interest rate reset, disciplined companies with low potential losses, duration views, opportunities, and risks are shared by our fixed income managers.

June 26, 2023
Identifying Value in the Crossover Corporate Bonds Space

Focusing on the area between investment grade and high yield corporate bonds can be advantageous, explains Loomis Sayles’ Fixed Income Manager Matt Eagan.

May 24, 2023 Matthew J. Eagan
Welcome to the Meh Market

After a first half run-up, our market strategists think rate cuts are already priced in, leaving little to get excited about in the second half of 2019.

August 8, 2019 Dave Goodsell