The curious case of the missing mid caps

Loomis Sayles’ Hollie Briggs says there’s a big difference between direct AI beneficiaries and those that leverage it.

With a career in equities investing that extends beyond three decades, Loomis Sayles’ Aziz Hamzaogullari knows more than most about market bubbles and corrections, and why uncertainty demands a structural and permanent approach to risk mitigation.

Mirova’s Soliane Varlet compares the impact of the dotcom crash, the GFC and the Paris Accord on her 20-year career as an equities analyst and portfolio manager, and how each event has shaped her perceptions of risk, investor behaviour and long-term fundamentals.