Investment Outlook – July 2024
INTRODUCTION Investor risk appetite should remain strong as central banks ease policy in response to lower inflation. Broadly speaking,...
Quality is one of the three alpha drivers that the Loomis Sayles Global Equity Fund seeks in a new investment. Quality is a dynamic and the Loomis Sayles team analyse seven sources of quality to establish a foundation for determining a company’s ability to create shareholder value.
In this interview with Livewire, Lee discusses what to do when the quality fades in one of the portfolio’s holdings?
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