Menu

Published in August 2020

Related Articles

Investment Outlook - July 2020

The global economy is transitioning from the downturn phase of the credit cycle into credit repair.

  • August 18, 2020
Getting the Big Picture Right in Multi-Asset Credit Investing

Multi-Asset Credit investing is the process of gaining exposure to a globally diverse mix of credit-focused asset classes and sector exposures in a single portfolio.

  • June 25, 2020
Loomis Sayles - Growth Equity Alpha Thesis 2020

For investors, a major challenge is to identify those portfolio managers who are most likely to deliver superior risk-adjusted returns in the future. Understanding how an investment philosophy informs a manager’s decision-making can provide meaningful insights into how and why a particular manager generates alpha.

  • April 30, 2020
Loomis Sayles Investment Outlook – Q1 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.

  • April 14, 2020