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Bloomberg Podcast: Harvesting Crisis Alpha

Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.

COVID-19: Perspectives On The Road To Recovery

Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery

  • May 21, 2020
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Market and Portfolio Review: Oakmark International Fund and Oakmark International Small Cap Funds

David Herro shares views on reopening of economies globally, COVID-19 impact on Q1 and positioning and performance of Oakmark International Fund and Oakmark International Small Cap Funds.

  • April 30, 2020
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Market and Portfolio Review: Oakmark and Oakmark Select

Bill Nygren, Portfolio Manager of Oakmark and Oakmark Select Funds, discusses COVID-19 market crisis, road to recovery, and portfolio positioning and performance.

  • April 22, 2020
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What Is Crisis Alpha? How Do Some Managed Futures Strategies Pursue It?

Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.

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Fixed Income Market Insight: Loomis Sayles Multisector Team

Volatility, liquidity and security selection during COVID-19 is analyzed by Elaine Stokes, co-head of Loomis Sayles Multisector, Full Discretion Team.

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Pursuing Opportunities Across Global Markets Amidst a Crisis

Macro backdrop in light of COVID-19, taking advantage of dislocations in EM debt markets, and new opportunities in FinTech are examined by PMs on Loomis Sayles Global Allocation Team.

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COVID-19 and Markets: The Federal Stimulus, Risks, Opportunities, and the Road Ahead

Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.

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Coronavirus & Loan Market Update: Loomis, Sayles & Company

COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.

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Fixed Income Market Update: Pandemic Pattern to Policy Response

Co-heads of Loomis, Sayles & Company’s Multisector Full Discretion Team explain the coronavirus pandemic pattern and the global policy response needed for markets and economies to recover.

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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.

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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.