Global GDP Themes and Forecasts
The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...
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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