A tsunami of new technology, new processes and new ideas is driving a period of innovation that is reimagining every industry globally. But just how do you value this overarching dynamic? Eileen Riley discusses innovation with Livewire.
Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles explains to Livewire in this short video why she disagrees and won’t invest in traditional retail at all.
Eileen Riley, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund recently caught up with Livewire. In this video she articulates the opportunity available for investors when “the pace of change globally is faster than it has been in any point in recent history.”
Investors Mutual Limited (IML) has teamed up with Loomis Sayles & Company to launch the Loomis Sayles Global Equity Fund. Ben van den Tol, Global Equities Investment Specialist at IML, provides his insights on global investing and why active global management makes sense for Australian investors.
Jennifer Thomas, Senior Mortgage and Structured Finance Analyst29 March 2019
The subprime consumer sector has come a long way since the dark days of the financial crisis. Borrowers, lenders and issuers have made improvements, but still subprime can’t seem to exorcise its reputational demons.
In 2017, homegrown fund manager Investors Mutual Limited started a new chapter when it joined global multi-affiliate fund giant Natixis Investment Managers.
The following year, it partnered with fellow affiliate Loomis Sayles to launch a global equity fund open to retail investors in Australia. This was an exciting milestone for both funds as it played on each other strengths: IML had the local pedigree - essential to run a successful operation in Australia; Loomis Sayles provides the global perspective gained from managing a US$350 billion global multi-asset pool.
Julian Wellesley, Senior Global Equity Opportunities Analyst21 March 2019
It’s no secret that people are living longer. Falling fertility rates indicate that, on average, global populations are getting older. This “demographic tsunami” has already hit Japan, and continental Europe is not far behind. In 1990, the group of countries that now form the euro zone had one older person (65+) for nearly five people of working age.
William McInnes - Australian Financial Review11 March 2019
Kevin Charleston has seen just how tough it can get when the market falls heavily. But it has only strengthened his belief that fundamental intrinsic value analysis is the best way to invest. Kevin Charleston, Chief Executive Officer of Loomis, Sayles and Company, spoke to the Australian Financial Review on his recent visit to Australia.
