Highlights

  • Loomis Sayles believes the economy is now in credit repair, entering a progressive but still-volatile phase of the cycle.
  • Risk assets can deliver positive excess return potential in this environment, especially if monetary and fiscal policy remain supportive.
  • Sharp pullbacks in US equity could offer an attractive entry point for long-term investors.
The views and opinions expressed may change based on market and other conditions.

1765445.14.1