Ostrum Private Debt Real Asset team looks into the impacts of the Covid-19 crisis on the renewable sector.
In times of an economic slowdown where businesses are fighting to stay alive, a distressed debt investor has a potentially fertile hunting ground.
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.
Q&A with Loomis Sayles Global Fixed Income Portfolio Managers