Gains for trend following managed futures strategies during COVID-19 crisis are explained by Dr. Kathryn Kaminski in this Bloomberg interview.
Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery
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.
Bill Nygren, Portfolio Manager of Oakmark and Oakmark Select Funds, discusses COVID-19 market crisis, road to recovery, and portfolio positioning and performance.
Persistent cross-asset trends during periods of market stress, crisis alpha and the strategic role of managed futures are explained.
Volatility, liquidity and security selection during COVID-19 is analyzed by Elaine Stokes, co-head of Loomis Sayles Multisector, Full Discretion Team.
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.
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.
COVID-19 implications for bank loans is discussed by John Bell, Portfolio Manager, Loomis Sayles Senior Floating Rate and Fixed Income Fund.
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.
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.
Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.