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Latest insights
Portfolio construction
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Thematic investing
Why everyone's talking about… the future of work
Investor concerns aren’t limited to banking crisis or potential recession. Some are revisiting the 1970s and the dreaded word ‘stagflation’."
Fixed income
Fixed income: Are individual investor fears justified?
Philippe Berthelot, Head of Credit and Money Markets at Ostrum AM, addresses key investor concerns and what they mean for fixed income allocations.