Active Insights

Tune in every Friday for insight and perspective on the macro and market landscape with senior economist and portfolio manager Sébastien Mc Mahon.

Portfolio manager Tej Rai discusses equity market valuations, interest rates, portfolio positioning and a new addition to the team.

Michael Klawitter and Heather Young, the fund’s new portfolio managers, discuss their approach and explain why exposure to floating rate securities can help investors achieve their income goals. 

• Loomis Sayles Brochure
• Diversify Your Income With Senior Loans

Dan Rohinton explains where he’s finding opportunities and why diversification is especially important in an environment of narrow market leadership.

David McCulla discusses interest rates, areas of opportunity in fixed income, fund performance and portfolio positioning.

The new Global Plus Portfolios offer one-ticket access to some of our leading funds, making it easier than ever to keep your portfolio fully diversified and positioned for long-term success.  

Driven by the same proven process behind the IA Clarington Loomis U.S. All Cap Growth Fund, our new international equity mandate aims to deliver above-market returns for long-term investors.

Eileen Riley discusses AI and its investment potential, semiconductor exposure in the Global Allocation strategy, performance, and standout holdings.