• Loomis, Sayles & Company’s Multisector, Full Discretion Team views the coronavirus pandemic as a rolling epidemic that follows a similar pattern in every country: denial, community spread, containment/lockdown, economic pain, and stimulus.
  • A collaborative, global policy response is seen as imperitive, both from a virus response and economic response.
  • Credit market opportunities: the full discretion team believes that even with the risk of a recession, there are attractive value opportunities to pursue. The team has been defensive for some time and focused on building liquidity into portfolios, which they can now put to use when an opportunity presents itself.
  • They believe this new territority is creating significant opportunities for active managers.
This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary. The views and opinions expressed are as of March 12, 2020 and may change based on market and other conditions.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Visit im.natixis.com or call 800-225-5478 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

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.