Celeste Tay, Senior Sovereign Analyst28 August 2020
US-China relations are built on a fragile web of complex issues. Recently, we’ve seen headlines about technology, sovereignty and human rights flare up, and the Phase 1 trade deal review has been delayed indefinitely. Here, I review these flashpoints and how they could affect US-China relations.
Craig Burelle, Macro Strategies Research Analyst25 August 2020
The global economy is transitioning from the downturn phase of the credit cycle into credit repair. Growth is weak but stabilising and policy accommodation has been prevalent on both the monetary and fiscal side. The breadth and severity of the virus will remain critical factors throughout 2020 and into next year. However, we believe the worst is behind us.
The Loomis Sayles Global Equity Team14 August 2020
Co-portfolio managers Eileen Riley and Lee Rosenbaum highlight the way they identify ideas, manage risk and build portfolios to reflect a ‘go anywhere’ approach to investing without constraints across regions, sectors and market capitalisation to pursue opportunities wherever they can find them.
The team behind Loomis Sayles Global Equity Fund, Co-Portfolio Managers Eileen Riley, CFA and Lee Rosenbaum, construct portfolios on a company-by-company basis, centred on bottom-up fundamental research and a long-term perspective. This approach enables the team to focus on the merits of individual companies, rather than chasing themes or forecasting economic conditions.
SYDNEY (30 July 2020) – Investors Mutual has appointed Peter McPhee as Investment Specialist for the Loomis Sayles Global Equity Fund, effective immediately.
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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.
In this Q&A with Livewire, Co-Portfolio Manager Eileen Riley discusses the outlook for credit and equity markets, the sectors and stocks benefiting from COVID-19, some recent changes to the portfolios, and a message to investors feeling anxious about the rest of 2020.
The response to the coronavirus pandemic has taken centre stage as governments, businesses and citizens around the world respond to this unprecedented health crisis. Economic activity has contracted sharply, a direct result of global shutdowns and travel bans, leaving many industries exposed and creating uncertainty. This paper outlines the Loomis Sayles Global Equity team's view on investing in the current environment.
