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Loomis Sayles’ Disciplined Alpha Fixed Income team believes they can produce alpha consistently by understanding where bonds should trade at any given time and making good judgments within a structured process every day.
Discover Loomis Sayles’ latest quarterly outlook.
In 2023, equity markets experienced a significant shift with the outperformance of Growth and Cyclical segments, driven by factors such as resilient economic activity, decreasing inflation, and expanded valuation multiples due to the surge in sentiment around generative AI.