The US and China look set to propel global growth forward in the quarters ahead, supported by stable growth and moderate inflation.

Here's a snapshot of my asset class outlook:

While my overall outlook is positive, I think a certain degree of caution will be warranted as the cycle progresses. What developments could disrupt my broadly positive expectations for risk assets? Find those details and more in the October Investment Outlook.

© Loomis, Sayles & Co.

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