The Accelerating Pace of Change: Investment Opportunities & Risks
The pace of change continues to accelerate across a range of sectors and industries. This makes it challenging for many companies to execute their existing long-term strategies.
This current dynamic is also presenting both risks and opportunities for investors.
The opportunity is to identify those companies that are successfully navigating through the changes occurring and invest in them.
Assessment of a company’s ability to adapt to and benefit from change is interwoven in the investment process for the Loomis Sayles Global Equity Fund.
In this video [10min], Boston-based Lee Rosenbaum, Co-Portfolio Manager of the Fund, who manages over US$8 billion in global equities, discusses how Loomis Sayles’ unconstrained, bottom-up approach, which is grounded in in-depth stock research, enables the firm to understand the implications of this change.
Lee provides examples of companies which Loomis Sayles believes have clear sustainable competitive advantages that enable these companies to adapt to the changing environment and to thrive over the longer term.
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