Global GDP Themes and Forecasts
The disinflation trend appears intact in the US and in the euro area. While economic growth in these regions could ease, we believe solid...
Quality is one of the three alpha drivers that the Loomis Sayles Global Equity Fund seeks in a new investment. Quality is a dynamic and the Loomis Sayles team analyse seven sources of quality to establish a foundation for determining a company’s ability to create shareholder value.
In this interview with Livewire, Lee discusses what to do when the quality fades in one of the portfolio’s holdings?
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