When Will Credit Get Its Due?
Higher yields could mean a better starting point. But there are plenty of economic and geopolitical wild cards on the table. Learn how inflation, defaults and other drivers could shape credit opportunities and risks.
Do you think Core CPI will fall below
3% by the end of 2023?
Do you think the US will return to
lowflation in the next 10-15 years?
Data Source: National Bureau of Statistics, as of October 2022.
*Survey results based on the current views of five Loomis Sayles investors: Elisabeth Colleran, Portfolio Manager, Emerging Markets Debt, Andrea DiCenso, Portfolio Manager, Alpha Strategies, Michael Gladchun, Senior Strategist, Core Plus Fixed Income, David Rolley, Portfolio Manager, Global Fixed Income and Elaine Stokes, Portfolio Manager, Full Discretion.
Charts are shown for illustrative purposes only. Some or all of the information on these charts may be dated, and, therefore, should not be the basis to purchase or sell any securities. Information obtained from outside sources is believed to be correct, but Loomis Sayles cannot guarantee its accuracy.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the five investors surveyed, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
Team Disinflation or Team Sticky Inflation? Our Investors Weigh In.
Inflation remains elevated. Our investors share whether they think it could stay that way.
Andrea DiCenso, Michael Gladchun and Elaine Stokes filmed their comments on 30 November 2022. David Rolley filmed on 13 December 2022. Elisabeth Colleran and Cheryl Stober filmed on 14 December 2022.
All other views are as of 31 January 2023 and are subject to change at any time without notice. Other industry analysts and investment personnel may have different views and opinions.
This marketing communication 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. Investment recommendations may be inconsistent with these opinions.
There is no assurance that developments will transpire as forecasted and actual results will be different. Data and analysis does not represent the actual, or expected future performance of any investment product. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
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