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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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22 October 2019
Lee Rosenbaum discusses with Livewire how the headlines can create opportunities for investors.
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VIDEO
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Brian Horrigan, Chief Economist
17 October 2019
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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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VIDEO
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15 October 2019
Lee Rosenbaum provides an overview of global markets as well as detailing the contributors and detractors in the portfolio for September
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VIDEO
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24 September 2019
Lee Rosenbaum discusses the investment style of the Loomis Sayles Global Equity Fund and how they uncover opportunities for the Fund
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VIDEO
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18 September 2019
Eileen Riley provides an update on the portfolio for August as well as detailing the contributors and detractors.
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VIDEO
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Vesna Poljak
17 September 2019
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.
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Brian Horrigan, Chief Economist
13 September 2019
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10 September 2019
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.
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