Insights

LOOMIS SAYLES GLOBAL EQUITY FUND UPDATE WEBINAR - Q1 2021

15 April 2021

Lee Rosenbaum joins Investment Specialist Peter McPhee to discuss performance and positioning of the Loomis Sayles Global Equity Fund and their views on current market conditions.

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Investment Outlook: April 2021

Craig Burelle, Macro Strategies Research Analyst 15 April 2021

We believe risk assets have further to run as the credit cycle continues to move forward into expansion. Economic and earnings growth may exceed consensus expectations if the global economy continues to accelerate. Though we anticipate higher US Treasury yields, we doubt a modest rise in rates could meaningfully derail credit and equity market performance in the months ahead.

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The Accelerating Pace of Change: Investment Opportunities & Risks

30 March 2021

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. Using specific examples of companies in the portfolio, Lee Rosenbaum discusses the risks and opportunities presented by this current dynamic in an in-depth video interview.

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What’s Behind the Recent Rise in Real Yields?

Loomis Sayles Research 09 March 2021

Rising yields and a steeper yield curve are par for the course as an economy enters the recovery phase of the global credit cycle. While rising yields are often painful for bond investors as bond prices decline, we view them as a signal that global reflation efforts are taking hold. Yields typically adjust as investors rebalance their portfolios and shift toward more risky assets that may offer higher expected returns.

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Global GDP Themes and Forecasts (Infographic)

Craig Burelle, Macro Strategies Research Analyst 12 February 2021

We believe the global economy could see strong growth in 2021, though the next few months could be bumpy. COVID-19 vaccine distribution is underway. While there are questions about variants of the virus, we believe the vaccines will be effective in limiting hospitalisation and deaths. Key macroeconomic growth drivers appear to be in place: strong aggregate consumer health, elevated household savings rates, low inventory levels, a solid housing outlook, pent-up demand and continued accommodative monetary and fiscal support. We think these factors could set the stage for a potential boom once social distancing measures ease. Read on for a visual snapshot of our GDP growth expectations around the globe.

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Investment Outlook: January 2021

Craig Burelle, Macro Strategies Research Analyst 10 January 2021

We believe key ingredients are currently in place for global financial markets to continue discounting the recovery phase of the credit cycle. COVID-19 vaccine distribution is underway, the US will deliver additional fiscal support, and monetary policy is likely to remain highly accommodative for several years to foster economic growth and broad labour market improvement. Credit risk premiums compressed materially across markets in the fourth quarter, but we still see opportunity for marginal spread tightening and positive excess return potential. We believe relatively higher-yielding asset classes are among the most likely to benefit from ongoing progress through the credit cycle.

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Global GDP Themes and Forecasts (Infographic)

Craig Burelle, Senior Macro Strategies Research Analyst 04 December 2020

While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of COVID-19, we have upgraded our 2020 GDP growth forecasts for the US and China. In the US, manufacturing, housing, autos and spending on consumer goods have strongly rebounded. In China, credit impulse (a measure of new credit issuance as a percentage of GDP) has reaccelerated and external demand has partially recovered. Read on for a visual snapshot of our GDP growth expectations around the globe.

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Why Banks Need to Do Better Disclosing Climate Change Risks

Julian Wellesley, Senior Global Equity Opportunities Analyst 17 November 2020

Over the past few years, banks have begun to voluntarily disclose their exposure to climate change risks. It is a good start, but I believe there is more to be done. The disclosures should be more robust and I think they should be mandatory for large banks. The information is critical to bank management teams and investors, both of whom need to understand the challenges ahead.

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Eileen Riley, CFA on technology exposure in the Loomis Sayles Global Equity Fund

Peter McPhee 05 November 2020

There has been focus on technology companies lately. Investment Specialist Peter McPhee spoke with Eileen Riley, CFA, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund, about the Fund’s technology exposure.

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Reasons to Believe in a Recovery, Regardless of the Election Outcome

The Loomis Sayles Macro Strategies Group 04 November 2020

Almost nothing has felt certain in 2020. The presidential and congressional election results are two more things to add to the list. Markets had largely expected a blue wave, which has not materialized. Votes in key states are still being tallied and legal challenges look like a given at this point. We expect heightened volatility as this waiting game plays out and developments unfold.

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