Webcasts |Loomis Sayles |May. 13, 202113 May 2021

Advisor Due Diligence with Loomis, Sayles & Company, L.P.

Watch the replay or read the summary of our May 13 due diligence session with sub-advisor Loomis Sayles. The two-hour event provided an in-depth look at the research-driven, alpha-focused approach behind the IA Clarington Loomis suite of funds.

CE credits pending approval.

Summaries:

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Webcasts |Loomis Sayles |Mar. 23, 202123 Mar 2021

A High-Conviction, Alpha-Driven Approach to U.S. Equity Investing

Portfolio manager Aziz V. Hamzaogullari discusses his investment philosophy and differentiated approach to alpha generation, the 7-step security selection process behind the recently launched IA Clarington Loomis U.S. All Cap Growth Fund, and the strategy’s current positioning.

CE credits available. Please note this webcast is for advisors only.

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Podcasts |Loomis Sayles |Mar. 15, 202115 Mar 2021

Update on IA Clarington Global Multisector Bond Fund with Fred Sweeney

In this podcast, Fred Sweeney, Vice-President at Loomis, Sayles & Company, L.P., discusses the current state of the global fixed income markets and provides an update on portfolio positioning.

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Podcasts |Loomis Sayles |Feb. 24, 202124 Feb 2021

Update on IA Clarington Loomis Global Allocation Fund with Gretchen Amidon

In this 10-minute podcast, Gretchen Amidon, Product Manager, Global Equities, Loomis, Sayles & Company, L.P., provides an update on key equity holdings and explains how the portfolio management team is positioning within fixed income amid rising yields and inflation expectations.

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Reports |Multiple portfolio managers |Dec. 17, 202017 Dec 2020

2021 Market Outlook

With the rollout of a vaccine for COVID-19, the key condition for a strong recovery is now in place, making 2021 a year of potential for investors with an eye for opportunity and the discipline to prudently manage risk. Read our 2021 Market Outlook for perspective and insight on the year ahead from our portfolio managers and sub-advisors.

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Webcasts |Loomis Sayles |Dec. 15, 202015 Dec 2020

Webcast: Loomis Sayles on uncovering global alpha opportunities

In a wide-ranging webcast recorded December 15, Loomis Sayles portfolio managers Eileen Riley and Lee Rosenbaum discuss their research-driven, bottom-up approach to capturing alpha opportunities in the global equity and fixed-income markets; strategy and positioning for the year ahead; and performance for the IA Clarington Loomis Global Allocation Fund.

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Reports |Loomis Sayles |Nov. 5, 20205 Nov 2020

Capturing Alpha Since 1926

Read a detailed summary of our November 5 due diligence session with sub-advisor Loomis Sayles. The event provided an up-close look at the investment process behind the IA Clarington Loomis Global Multisector Bond Fund, IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund.

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Reports |iA Clarington |Nov. 2, 20202 Nov 2020

U.S. Presidential Election Analysis

Four of our portfolio managers discuss the market and economic implications of three possible outcomes – a Trump win, a Biden win, and no clear result.

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