Conference call replay with David Rolley, Loomis, Sayles & Company

Recorded October 2, 2018

In this conference call, David Rolley, Vice-President and Portfolio Manager, Loomis, Sayles & Company, L.P. discussed:

  • Why he’s overweight North American oil names
  • Key risk factors he’s monitoring and how he’s positioning to mitigate them
  • His thoughts on NAFTA 2.0
Download Mp3