• Market insightsLe point sur les marchés |David Rolley |Mar 26, 202026 Mar 2020

    David Rolley on the impact of COVID-19

    David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. discusses the impact of COVID-19 on the global fixed-income markets and provides an update on Fund positioning.

    Key takeaways

    • We expect the economic damage to be deep but short-lived.
    • We have increased our overall equity allocation and added new positions.
    • We have found some exceptional opportunities in fixed income.
  • Market insightsLe point sur les marchés |Loomis Sayles and Company |Mar 19, 202019 Mar 2020

    Loomis Sayles on the impact of COVID-19

    Gretchen Amidon, Product Manager, Global Equities, and David Rolley, Vice-President & Portfolio Manager, Loomis, Sayles & Company, L.P. discuss the impact of COVID-19 on the global equity and fixed-income markets.

    Key takeaways

    • We expect the increase in volatility to present attractive buying opportunities.
    • We have already begun selectively adding new positions to the Funds.
    • We expect the market and economic fallout of the coronavirus to be temporary.
  • Market insightsLe point sur les marchés |iA Clarington |Dec 19, 201919 Dec 2019

    2020 Market Outlook

    Our portfolio managers offer insight and perspective on the opportunities and challenges of the year ahead.

  • Market insightsLe point sur les marchés |iA Clarington |Aug 7, 20197 Aug 2019

    2019 mid-year review

    It’s been an eventful first half of the year for the economy and markets, with central bank policy and trade tensions taking centre stage. Our portfolio managers offer perspective on this year’s developments, what they mean for investors, and where the opportunities and risks lie in the months ahead.