Uneven COVID-19 vaccination rates around the globe have led to diverging growth expectations for individual economies. However, we expect vaccination efforts to ramp up in lagging economies, which should help propel the global credit cycle into expansion. We believe risk assets have further to run in the months ahead.
This blog post is provided for informational purposes only and should not be construed as investment advice. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the authors only and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.