Investors have to be aware of where we are in the Credit Cycle and pay attention to factors that might influence progress through the cycle. In Loomis Sayles' view, no individual variable is likely to single-handedly shift the cycle, but it may ignite a chain of developments that ultimately rotates us to the next stage. There is no shortage of economic factors at play: Monetary and fiscal policy, inflation, rising rates, QT, de-globalization, and more. Join Brian Kennedy, Portfolio Manager for the Loomis Sayles Multisector Fixed Income Strategies, for an in-depth look at the factors influencing where we are in the Credit Cycle, what macro factors we are watching and our thoughts on strategies for flexible investing in this environment.
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University Club924 E Wells StMilwaukee, WI 53202
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