INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
Loomis Sayles Global Equity Fund Portfolio Manager Lee Rosenbaum talks with Investment Specialist Peter McPhee about the potential risks and portfolio implications of rising inflation.
While Lee says he’d be unsurprised to see inflation in the high single digits over the next 6-to-18 months, we won’t be seeing any portfolio investment decisions driven solely by the desire to hedge, or offset, inflation.
In agreeance with the view that inflation is persistent, the Loomis Sayles investment team differs somewhat from broad market consensus view on inflation, mentioning the number of long-term deflationary trends that continue to persist.
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