Remaining Patient & Diversified with Global Allocation
The Global Allocation Team discusses the power of a patient, flexible strategy that can invest across the capital structure.
- As the world economy continues its slow recovery from the worst of the COVID-19 crisis, the Loomis Sayles global allocation team believes that patience and diversification remain the order of the day.
- The team’s flexible approach allows for more concentration in stocks when they believe stocks offer a better return opportunity.
- In light of the pandemic, the team has taken a more defensive fixed income posture, avoiding negative interest yielding debt.
This video is for informational purposes only and should not be construed as investment advice. This material and/or reference to specific securities, sectors, or markets within this material does not constitute investment advice, or a recommendation or an offer to buy or to sell any security, or an offer of services.
The analyses and opinions referenced herein represent the subjective views of Eileen Riley and Lee Rosenbaum as of August 2020. 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. Past performance is no guarantee of future results.
Risks to consider
Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity.
Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
Below investment grade fixed income securities may be subject to greater risks (including the risk of default) than other fixed-income securities.
Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund’s investments to decline.
Before investing, consider the fund's investment objectives, risk, 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 member companies of Natixis Investment Managers. Natixis Distribution, L.P. (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.