INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
Investment Specialist Peter McPhee was recently joined by Eileen Riley, Co-Portfolio Manager of the Loomis Sayles Global Equity Fund to provide an update on the performance of the Fund.
It has been a more challenging start to the year for equity markets and the Fund, however Eileen believes there are plenty of reasons for investors to have confidence in the longer-term outlook.
Some of the key topics discussed included:
- An overview of the top stock contributors over the quarter (including Airbnb, UnitedHealthcare, and Mastercard) as well the stocks that held back performance (including Sherwin Williams, Paypal, and Estee Lauder).
- How the Fund’s lack of Energy exposure has been a headwind recently, and how the team analyses these businesses under their investment framework.
- Global supply chain complexities – which companies are challenged and which are benefitting.
- New investment in life sciences company Azenta.
If you missed the webinar you can watch the recording.
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