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Investment Outlook - July 2020
The global economy is transitioning from the downturn phase of the credit cycle into credit repair.
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.
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.
En matière de recherche d’alpha, la constance l’emporte sur les effets de mode
Cela peut paraître ordinaire, mais se concentrer sur la protection contre les baisses peut aider à battre l’indice.