Videos | Loomis Sayles | Feb. 26, 2024

Alpha-Focused U.S. Equity Investing

Adam Mushaweh discusses recent performance of the IA Clarington Loomis U.S. All Cap Growth Fund and explains how it has been driven by the team’s investment approach.  

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Webcasts | Loomis Sayles | Jan. 29, 2024

An Update on the IA Clarington Loomis Global Allocation Fund

Portfolio manager Lee Rosenbaum discusses performance, positioning and key fund metrics and holdings. Recorded January 9.

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Webcasts | Loomis Sayles | Jan. 17, 2024

An Update on the IA Clarington Loomis U.S. All Cap Growth Fund

Adam Mushaweh discusses recent performance and explains why he believes the fund is well positioned to capture alpha potential in the new year. Recorded December 20, 2023.

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Reports | Various | Dec. 15, 2023

2024 Market Outlook

Learn how our portfolio managers are positioning their funds for the opportunities and risks of the year ahead. 

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Videos | Loomis Sayles | Nov. 22, 2023

Finding Opportunity in Global Fixed Income

Portfolio manager David Rolley discusses the global fixed-income landscape and provides an update on the IA Clarington Loomis Global Allocation Fund.

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CE Credits | Videos | Webcasts | Various | Nov. 20, 2023

Cash Isn’t King: Active Insights for Long-Term Wealth Creation

Our recent webinar took a deep dive into the question that’s on everyone’s mind: with interest rates so high, are cash instruments sufficient for building wealth for the long term? Watch the session replays or read the summaries to learn why our portfolio managers believe the answer is no and why today, as much as ever, investment success requires an active approach that leverages the full spectrum of asset class and regional opportunities. The event also included an insightful and engaging keynote presentation on advisory industry trends by Michael Kitces, one of North America’s leading advisor coaches.

  • Standing Apart: Investing with Conviction for the Long Term
    Adam Mushaweh, Loomis, Sayles & Company
    Video | Summary
  • Quality Counts: Why Canadian Small Caps Are Still Compelling
    Steven Kim, QV Investors
    Video | Summary
  • Income-Focused Investing: An All-Weather Formula for the Long Term
    Dan Bastasic & Dan Rohinton, iA Global Asset Management
    Video | Summary
  • Thinking Outside the Style Box: Global Opportunities for Long-Term Wealth Creation
    Eileen Riley, Loomis, Sayles & Company
    Video | Summary
  • Keynote: Five Industry Trends Reshaping Financial Advice
    Michael Kitces, Kitces.com
    Video | Summary
View replay CE credit (pending approval)
CE Credits | Webcasts | Loomis Sayles | May 25, 2023

High-Conviction Equity Investing with Loomis Sayles

Eileen Riley provides an update on the IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund, and Adam Mushaweh gives us the latest on the IA Clarington Loomis U.S. All Cap Growth Fund. Please note the webcast is for advisors only; the summary is approved for distribution to investors.

Eileen Riley Adam Mushaweh
View replay CE credit (pending approval)