INVESTMENT OUTLOOK OCTOBER 2020 - InvestingChannel

INVESTMENT OUTLOOK OCTOBER 2020

Author: Loomis Sayles


ECONOMIC ACTIVITY REBOUNDED SHARPLY OVER THE THIRD QUARTER, PUSHING THE GLOBAL ECONOMY OUT OF THE DOWNTURN PHASE OF THE CREDIT CYCLE. We believe the economy is now in credit repair, which is a progressive but still-volatile phase of the cycle. We believe risk assets can deliver positive excess return potential in this environment, especially if monetary and fiscal policy remain supportive.

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