Lee Rosenbaum on 3AW Money News

16 July 2020
Lee Rosenbaum

Lee Rosenbaum, co-portfolio manager of the Loomis Sayles Global Equity Fund discusses the current opportunities and risks in global equity markets with 3AW's Scott Haywood.

 

 

The information in this interview is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited (AFSL 229988) is the issuer and responsible entity of the Loomis Sayles Global Equity Fund (‘Fund’). Loomis, Sayles & Company L.P. is the investment manager. This information should not be relied upon in determining whether to invest in the Fund and is not a recommendation to buy, sell or hold any financial product, security or other instrument. In deciding whether to acquire or continue to hold an investment in the Fund, an investor should consider the Fund’s Product Disclosure Statement, or by contacting us on 1300 157 862.
Past performance is not a reliable indicator of future performance. There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return. Excess return objectives are subject to change and are not based on past performance.
Examples provided in the interview are provided to illustrate the investment process for the strategy used by Loomis Sayles and should not be considered recommendations for action by investors. They may not be representative of the strategy's current or future investments and they have not been selected based on performance. Loomis Sayles makes no representation that they have had a positive or negative return during the holding period. Any opinions or forecasts contained herein reflect the subjective judgments and assumptions of the interviewee only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. This information is subject to change at any time without notice.
MALR025717