Our Best Ideas in Global Equities
Portfolio Managers Eileen Riley and Lee Rosenbaum recently joined Investment Specialist Peter McPhee to provide some insights into how the...
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Nov 2021
Global GDP Themes and Forecasts (Infographic)
Supply chain issues, slower growth in China and the lingering impact of COVID-19 have created a bumpier path for global growth than we had...
Nov 2021
Shake, Rattle and Roll: Is the Growth/Inflation Dance Out of Step?
The pandemic triggered economic ripples that have weighed on growth while driving prices higher. In October, the IMF said it expects global...
Oct 2021
Why Go Active in Global Equities?
Investing offshore has historically provided significant benefits for Australian investors, as does investing with an active approach,...
Oct 2021
4 compelling stocks for a post-pandemic world
Times like these, as tough as they are, create opportunity. Co-portfolio manager, Eileen Riley, recently sat down with Livewire’s Patrick...
Oct 2021
The Perfect Storm Behind the Gas Price Surge
The worldwide spike in natural gas, coal and power prices has put Europe and China at risk of industrial shutdowns. While the situation...
Oct 2021
Investment Outlook | October 2021
We believe the global expansion is broadly underway, though the COVID-19 delta variant has taken some steam out of the global growth...
Sep 2021
Is Evergrande a Systemic Risk to China?
The financial troubles of China Evergrande Group, China’s second-largest property developer, have put market participants on edge....
Sep 2021
A Guide to Understanding China’s Regulatory Crackdown
China’s recent blitz of education, technology, property and gaming regulations has triggered a cascade of knock-on effects in global...
Sep 2021
Our Best Ideas in Global Equities (now trading on the ASX)
To launch our active ETF, the Loomis Sayles Global Equity Fund (Quoted Managed Fund) (ASX:LSGE) Co-Portfolio Managers Eileen Riley and Lee...