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Even with high valuations, we believe earnings growth can beat consensus expectations. In this environment, we’re not shying away from the risk-on trade.
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Rising Treasury yields have many pension plans reconsidering glide paths, risk transfers and fine-tuning liability hedges with overlays or completion mandates.
Metal and mining companies face some risk of being saddled with stranded assets, but the story for these companies is complex and nuanced.
Learn more about their Alpha Thesis and differentiated approach to growth equity investing
Citywire Names Loomis Sayles US Regional Leader on Gender Diversity
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For the past 25 years, the Loomis Sayles Global Allocation Fund has sidestepped the data storm, using our time-tested approach to uncover our best ideas across equities and fixed income.
As economies begin reopening, investors are wondering what's ahead. Watch Loomis Sayles experts discuss top-of-mind topics like inflation, the Fed, and global growth.
The qualities that make a business great are universal in nature. How does the Growth Equity Strategies team seek to identify and capture value? Watch to learn more.