INTRODUCTION As inflation continues to trend lower, most central banks appear to be done hiking interest rates. The European Central Bank...
Eileen Riley recently joined Investment Specialist Peter McPhee to discuss the performance and positioning of the Loomis Sayles Global Equity Fund as well as views on current market conditions.
2.05 – Review of Q2 Global Equity Fund performance
8.20 – Upcoming US Earnings season expectations
12.33 – New businesses added to the portfolio
18.52 – How the Network Effect will benefit stocks such as AirBnB and Farfetch
27.44 – Supply Chain Management
36.08 – Inflationary Expectations
40.16 – Opportunities across the capitalisation buckets
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