Loomis Sayles’ Investment Outlook – July 2020

Investors appear firmly focused on the economic recovery ahead. With Fed support and the potential for additional fiscal stimulus, we expect capital to shift toward riskier assets like credit and equities. However, we acknowledge that risk assets are largely priced for the better days we see ahead—a substantial decline in economic conditions could send markets into a corresponding decline.

Read our July Investment Outlook for more detail on our expectations for the months ahead:

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