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.
Craig Burelle, Macro Strategies Research Analyst10 April 2020
We believe the expansion phase of the credit cycle is over. Several countries are now heading into downturns, largely because of the demand shock from COVID-19. However, we have been impressed by the global monetary and fiscal policy response so far. We anticipate a broad rebound later this year on the back of meaningful stimulus recently put in place. Risk assets have already discounted much of the negative news to come and we are finding value across asset classes.
Jae Park, Chief Investment Officer and Michael Giles, CFA, Chief Investment Risk Officer30 March 2020
It’s been said before, but the truth is, this crisis appears to be very different than others we’ve experienced. It's not an asset bubble tied to exuberance, greed, default, fraud or mismanagement of a country, currencies or anything else in our man-made economic system. This crisis has potential for a much more severe impact because all non-essential economic activity has halted abruptly. The question is, where is the bottom? The answer depends on policy actions and how we all collectively handle this crisis.
