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LSST seeks current income with the preservation of capital combined with an attractive risk-adjusted return profile
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We expect modest total returns through year-end, as long as corporate earnings and the global economy continue to expand.
Our growth equity alpha thesis is the differentiated philosophy & process behind what we do every day.
This year could be interesting. Watch what the Loomis Sayles Full Discretion team has to say about recession risk.
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I think investors worry mostly about global growth and, particularly out of China where the slowdown has been a bit more prominent.
I think the geopolitical situation is not being taken seriously enough.
We do see concern on investors faces from slower growth that we’re starting to see in some of the economic releases.