Reports | Loomis Sayles | Sep. 23, 2024

Behind the Numbers With Loomis Sayles

Read the session summaries of our recent due diligence event in Boston with Loomis Sayles.

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Webcasts | Loomis Sayles | Sep. 13, 2024

Introducing the Loomis Sayles Floating Rate Income Team

Michael Klawitter and Heather Young, the new portfolio managers for the IA Clarington Floating Rate Income Fund and IA Clarington U.S. Dollar Floating Rate Income Fund, discuss the proven investment process that has made Loomis Sayles a pioneering leader in bank loan investing. Please note the webcast is for advisors only while the accompanying summary is approved for investor use. 

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Videos | Loomis Sayles | Sep. 4, 2024

Loomis Sayles Portfolio Managers Discuss the IA Clarington Floating Rate Income Fund

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. 

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Reports | Various | Aug. 8, 2024

Perspectives on Market Volatility

iA Global Asset Management’s Dan Bastasic and the Loomis Sayles Global Allocation team offer their insights on the recent volatility in the global equity markets.

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Reports | Various | Jul. 9, 2024

2024 Mid-Year Review

Get an update on the outlook for the remainder of the year and learn how our portfolio managers are positioning their funds for the challenges and opportunities that lie ahead.

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Videos | Loomis Sayles | Jun. 13, 2024

Capturing Long-Term Opportunities in the Global Equity Markets

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

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CE Credits | Webcasts | Various | Apr. 16, 2024

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

Do you have clients who are still tempted to put their dry powder in GICs? Watch the replay of our recent webinar, held April 9, to hear some of the best minds in the business explain why they think cash can’t compete with an actively managed, diversified portfolio of equities and bonds. Please note the replay videos are for advisors only, while the portfolio manager session summaries are approved for investor use.

  • Investing for Income Across the Capital Structure
    Dan Bastasic, iA Global Asset Management
    Summary
  • Opportunities in Non-Traditional Fixed Income
    Jeff Sujitno, Wellington Square
    Summary
  • Doing Dividends Differently
    Dan Rohinton, iA Global Asset Management
    Summary
  • Investing for Alpha in the U.S. Equity Market
    Adam Mushaweh, Loomis, Sayles & Company
    Summary
  • Driving Outperformance in the Global Equity & Fixed-Income Markets
    Eileen Riley, Loomis, Sayles & Company
    Summary
  • Keynote: Rethinking Advisor Marketing to Generate More Scalable Growth
    Michael Kitces, Kitces.com
    Summary
View replay CE credit (pending approval)
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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