Active Investors Get Selective in 2019

Portfolio managers from Loomis Sayles discuss their macro insights and strategy-specific approaches for the year ahead

  • Principal preservation continues to be an emphasis in 2019 given the risk of an aging credit cycle and rising interest rates.
  • Loomis, Sayles & Company believes agency mortgage backed securities currently offer favorable risk-adjusted returns.
  • As EM equity investors, Loomis, Sayles & Company continues to see opportunities in what they believe are high quality companies with potential to be structural long-term winners in their markets.
The views and opinions expressed represent the subjective views of the contributors as of January 2019. They are subject to change at any time based on market and other conditions. There can be no assurance that developments will transpire as forecasted. This material is provided for informational purposes only and should not be construed as investment advice.

Important Information
All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objective or that losses will be avoided. The ability of an actively managed investment to achieve its objective will depend on the effectiveness of the portfolio manager.

Natixis Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.