Investment Outlook – July 2024
INTRODUCTION Investor risk appetite should remain strong as central banks ease policy in response to lower inflation. Broadly speaking,...
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.
This webinar is suitable for financial advisers and other financial services professionals. By registering to view this webinar you acknowledge that the information presented is intended for financial advisers and financial services professionals only and must not be distributed to retail clients.
Stay up to date
with Loomis Sayles
Register to receive regular performance updates and regular insights from the Loomis Sayles investment teams, featured in the Natixis Investment Managers Expert Collective newsletter.
Loomis Sayles marketing in Australia is distributed by Natixis Investment Managers, a related entity. Your subscriber details are being collected on behalf of Loomis, Sayles & Company, and Investors Mutual Limited (the RE for Fund) by Natixis Investment Managers Australia. Please refer to our Privacy Policy. Natixis Investment Managers Australia Pty Limited (ABN 60 088 786 289) (AFSL No. 246830) is authorised to provide financial services to wholesale clients and to provide only general financial product advice to retail clients.