High yield is in relatively good shape if recession hits while bank loans are more challenged. Matt Eagan of Loomis Sayles’ Full Discretion Team explains.
Portfolio Barometer offers insights as inflation persists, markets remain volatile, and fears of recession grow: 60/40 portfolio under pressure.
AlphaSimplex’s Katy Kaminski discusses crisis alpha, why trend-following strategies generated positive returns in 1H, and trends to watch in 2H 2022.
Developing the right strategy starts with understanding what ESG means to our clients. Discover how ESG factors can play a meaningful role in uncovering opportunities, identifying potential risks, and generating competitive returns for investors.
A look at the differentiated approach Loomis Sayles’ Growth Equity team takes to pursue superior risk-adjusted returns.
Our thematic equity investments offer global exposure and track disruptive secular growth themes including safety, water, and AI and robotics.
Carefully selecting stocks of global and emerging market companies with growing competitive advantages and superior corporate culture drives results WCM Investment Management believes.