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The US and China look set to propel global growth forward in the quarters ahead, supported by stable growth and moderate inflation.
Here's a snapshot of my asset class outlook:
While my overall outlook is positive, I think a certain degree of caution will be warranted as the cycle progresses. What developments could disrupt my broadly positive expectations for risk assets? Find those details and more in the October 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.
