Aggressive quantitative easing announced by the ECB in March, including a plan to purchase euro-denominated corporate bonds, coupled with a relatively dovish Federal Reserve, weakened the dollar and ignited an oil and commodity price rally that has undoubtedly...
Although the S&P 500 index suffered its worst annual performance since 2008 last year, large technology positions and a focus on the growth drivers of tomorrow helped boost returns for the Natixis Loomis Sayles US Equity Leaders fund in 2015.
Scott Service, global bond manager at Loomis, Sayles & Company, explains why reduced liquidity for corporate bonds and a 'plethora' of new regulations has forced the team to lower risk levels on portfolios.
Lawrence Gosling with Hollie Briggs of Loomis, Sayles & Company
Lawrence Gosling with Matthew Eagan of Loomis, Sayles & Company
The credit cycle is in the expansionary phase - typically when companies dabble in a little more financial engineering. Credit risk must return to top priority, argues Matt Eagan from Loomis Sayles.