Insights

Stock in Focus: Linde

Stock in Focus: Linde

18 November 2019

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Loomis Sayles Global Equity Fund Update - October 2019

12 November 2019

Eileen Riley provides an update on the portfolio for October

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Global Growth Themes and Forecasts

Infographic: Global Growth Themes and Forecasts

Craig Burelle, Macro Strategies Research Analyst  12 November 2019

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Robert da Silva & Lee Rosenbaum discuss how a collaborative approach drives long-term outcomes

11 November 2019

SQM Research's Rob da Silva asks Lee Rosenbaum more about how his team of experienced investors collaborate to deliver outcomes for clients.

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Robert da Silva (SQM Research) & Lee Rosenbaum discuss the Global Equity Fund

11 November 2019

On his recent visit to Australia, Lee Rosenbaum caught up with Rob Da Silva from SQM Research to discuss SQMs view on the Global Equity Fund.

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Livewire: What to do when the quality fades

05 November 2019

Quality is one of the three alpha drivers that the Loomis Sayles Global Equity Fund seeks in a new investment. 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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Livewire: Does reading headlines create alpha?

22 October 2019

Lee Rosenbaum discusses with Livewire how the headlines can create opportunities for investors.

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Stock in focus

Stock in Focus: Dassault Systemes

20 October 2019

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Inching Toward a Deal

Inching Toward a Deal: What's Next in the US-China Trade Negotiations

Brian Horrigan, Chief Economist  17 October 2019

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Livewire: How long until your moat dries up?

16 October 2019

On his recent trip to Australia, Lee Rosenbaum discussed with Livewire, why the competitive advantage period is an essential element of his team's research process.

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