Lee Rosenbaum is featured in the Australian Financial Rreview on why he believes "cash is king" in gauging the ability of a business to grow its intrinsic value over time.
On his first trip to Australia, Lee Rosenbaum sat down with David Rogers from The Australian to discuss how the current market provides opportunities for the Loomis Sayles Global Equity Fund.
Co-Portfolio Managers Eileen Riley and Lee Rosenbaum describe their process ahead of Lee’s visit to Australia in September 2019 and discuss what they’ve learnt from working together for more than a decade.
The Loomis Sayles Global Equity Fund owns shares in McCormick. Why do the portfolios managers of the Loomis Sayles Global Equity Fund see value in this company?
Craig Burelle, Macro Strategies Research Analyst16 August 2019
Global economic activity indicators are signalling that the manufacturing-driven slowdown has not yet run its course. However, we remain optimistic that activity will pick up in the latter half of 2019 without a recession in the US or China. Read on for a visual snapshot of growth themes across the globe.
