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First Quarter Investment Outlook

Global economic activity appears to be slowing down. But slowing down and tipping into recession are two different things. I see limited evidence to suggest the global or US economy is heading toward recession in the near term. But investors should be ready for higher volatility and modest total returns as we transition toward slower growth in this mature phase of the expansion.

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Find those details and more in the January Investment Outlook:

Loomis Sayles January 2019 Investment Outlook

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This blog post is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Information, including that obtained from outside sources, is believed to be correct, but Loomis Sayles cannot guarantee its accuracy. This material cannot be copied, reproduced or redistributed without authorization. This information is subject to change at any time without notice. Market conditions are extremely fluid and change frequently.

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About the Authors

Loomis Sayles analysts are career professionals who offer deep knowledge and experience in a diversity of global asset classes and market sectors. These dedicated experts provide the insight essential to supporting our portfolio management teams across a wide range of investment strategies.

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