Podcasts about loomis sayles

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Best podcasts about loomis sayles

Latest podcast episodes about loomis sayles

Natixis Insights
Q1 2025 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Apr 23, 2025 25:47


Matt Eagan, one of the portfolio managers on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2025 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Apr 22, 2025 24:25


Rick Raczkowski, one of the lead portfolio managers for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2025 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Apr 22, 2025 24:54


Bryan Hazelton, one of the associate portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.

Insurance AUM Journal
Episode 270: Asset-Based Finance Public Versus Private, A Guide to Adult Swimming

Insurance AUM Journal

Play Episode Listen Later Jan 30, 2025 35:42


In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Alessandro Pagani, portfolio manager and head of the mortgage and structured finance team at Loomis Sayles, to explore the complexities of asset-based finance. They discuss the key differences between public and private ABS, the growing role of private credit, and how insurers should approach this evolving space. With rising interest rates and changing bank capital requirements, the demand for private asset-backed lending has surged—creating both opportunities and risks for investors.   Alessandro shares his insights on liquidity considerations, risk assessment, and the importance of due diligence in this market. He also reflects on the evolution of asset-based finance since the late 1990s, highlighting lessons learned from past cycles and how investors can avoid common pitfalls. If you're looking to better understand the nuances of this asset class, this episode offers an in-depth discussion on navigating what truly is an "adult swim" in investing.

Natixis Insights
Q4 2024 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Jan 22, 2025 23:08


Scott Darci, one of the associate portfolio managers on the Loomis Strategic Alpha Fund , reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2024 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Jan 21, 2025 27:38


Brian Kennedy, one of the lead portfolio managers on the Full Discretion team at Loomis Sayles , reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2024 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Jan 21, 2025 15:38


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2024 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Jan 21, 2025 45:46


Peter Palfrey, one of the lead portfolio managers for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2024 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Nov 19, 2024 17:36


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Dakota Rainmaker Podcast
Aksia Real Assets Hire, LPL and US Bank Additions, Upcoming 2025 RFPs, New Private Market Investments, Fund Closings & Launches

Dakota Rainmaker Podcast

Play Episode Listen Later Nov 15, 2024 9:32


In this episode of the Dakota Fundraising News Podcast, Pat and Konch highlight recent job changes, including Michael Ardill joining Hymans Robertson, Bethan Brown joining Howard Hughes Medical Institute, and Michael Brand being appointed Co-head of Real Assets at Aksia. In RIA/FA M&A updates, LPL Financial recruits a $540M team from US Bank in San Diego, UBS hires Ryan Lurie to lead its Arizona wealth management team, and Wedbush expands its Philadelphia office with the McCall Connelly Group. Institutional coverage includes updates on the Davie Police Pension Plan hiring Loomis Sayles as its core fixed income manager, upcoming manager searches for the Teachers Retirement System of Louisiana, and significant commitments from plans like Maine Public Employees' Retirement System and Border to Coast. Fundraising highlights feature Pearlmark's second close on its $300M+ Mezzanine VI fund, CION and GCM Grosvenor's launch of a $300M infrastructure fund, and Prospect Capital's partnership with iCapital to boost access to its closed-end funds and BDCs. Tune in for these updates and more from the world of institutional and wealth management. 

Natixis Insights
Q3 2024 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Oct 31, 2024 32:21


Matt Egan, portfolio manager on the Loomis Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2024 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Oct 31, 2024 24:00


Rick Raczkowski, lead portfolio manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2024 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Oct 29, 2024 24:48


Brian Hazelton, one of the associate PMs on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Aug 7, 2024 19:00


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2024 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Aug 5, 2024 24:16


Scott Darci, associate portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2024 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Jul 31, 2024 27:54


Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2024 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Jul 30, 2024 29:01


Brian Kennedy, a portfolio manager on the full discretion team at Loomis Sayles, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Insurance AUM Journal
Episode 231: Structured Settlements and Smart Systems: A Deep Dive with Independent Life and Loomis Sayles

Insurance AUM Journal

Play Episode Listen Later Jul 24, 2024 32:29


In this special episode of the InsuranceAUM.com podcast, host Stewart Foley sits down with Erik Troutman, co-head of the Institutional Advisory Group at Loomis Sayles, and Dave Adams, Chief Investment Officer at Independent Life. Recorded live from the University of Chicago's Gleacher Center just before our annual symposium, this episode marks a unique setting where all participants are in the same room, fostering a dynamic and interactive discussion.   The conversation explores the complexities and innovations of technology implementation within life companies, with a focus on structured settlement annuities. Dave Adams shares his experiences at Independent Life, highlighting the challenges faced and the pivotal role Loomis Sayles played in integrating advanced tech solutions. Erik Troutman provides insights into how Loomis Sayles' technology helps streamline asset and liability management, offering a clearer picture of investment strategies and risk metrics.   Gain valuable perspectives on managing these intricate financial instruments and learn how cutting-edge technology can enhance performance and operational efficiency in the insurance industry. 

Insurance AUM Journal
Episode 213 - Fact vs. Fiction? Tackling the Tough Questions about EM Corporates for Insurers

Insurance AUM Journal

Play Episode Listen Later May 21, 2024 29:33


Welcome to another edition of the InsuranceAUM.com podcast. We are joined today by Elisabeth Colleran, portfolio manager for Emerging Market Debt Portfolios at Loomis Sayles. 

Natixis Insights
Q1 2024 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later May 14, 2024 31:38


Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2024 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later May 14, 2024 16:50


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2024 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Apr 30, 2024 37:15


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2024 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Apr 30, 2024 20:39


Bryan Hazleton, associate manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

The Credit Edge by Bloomberg Intelligence
Junk Spreads Are Too Tight, Says Loomis; iHeart Focus

The Credit Edge by Bloomberg Intelligence

Play Episode Listen Later Mar 21, 2024 42:53 Transcription Available


Credit investors aren't getting enough compensation for corporate credit risk, says Matthew Eagan, a portfolio manager and head of the full discretion team at Loomis Sayles & Co. “Judging from the spread levels, I think they've gone a bit too far,” Eagan tells Bloomberg News' Lisa Lee and James Crombie and Bloomberg Intelligence's Stephen Flynn in the latest Credit Edge podcast. He sees investment grade debt as an opportunity, given decent corporate earnings and the fact that debt costs are mostly locked in. Loomis likes BBB rated debt, as well as bonds issued by banks and media companies. Eagan also says ongoing concern about commercial real estate risk is not likely to hurt major banks, and should remain contained to smaller institutions. Also in this episode, BI's Flynn analyzes improving credit prospects at Paramount Global and predicts a US election boost for iHeartMedia. See omnystudio.com/listener for privacy information.

Natixis Insights
Q4 2023 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Feb 2, 2024 24:57


Rick Raczkowski, Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2023 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Jan 31, 2024 18:48


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2023 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Jan 29, 2024 32:45


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2023 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Jan 25, 2024 29:10


Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2023 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Nov 9, 2023 40:23


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2023 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Nov 7, 2023 33:57


Peter Palfrey, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2023 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Nov 6, 2023 25:54


Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q3 2023 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Nov 6, 2023 18:21


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Insurance AUM Journal
EM Corporates with Elisabeth Colleran of Loomis Sayles

Insurance AUM Journal

Play Episode Listen Later Aug 11, 2023 26:33


We're joined today by Elisabeth Colleran, who's a vice president of Loomis Sayles and a portfolio manager for the emerging market debt portfolios. So that is today's topic, EMD and EM corporates in particular.

Natixis Insights
Q2 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Aug 1, 2023 17:48


Gretchen Amidon, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2023 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Aug 1, 2023 22:28


Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2023 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Jul 31, 2023 29:38


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q2 2023 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Jul 28, 2023 36:01


Peter Palfrey, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Money Life with Chuck Jaffe
Bond legend Fuss says politics weighs more on markets now than the Fed

Money Life with Chuck Jaffe

Play Episode Listen Later Jul 27, 2023 59:57


Long-time bond fund manager Dan Fuss, vice chairman at Loomis Sayles and Co., says that the current economic environment 'rhymes with what we had in the 1970s, but the geopolitics and the climate are new things, and they are actually more important right now than what the Fed is up to.' Fuss says he does not expect short-term interest rates to start trending downward quickly, noting that he expects the yield curve to flatten but not to return to its normal slope soon. Also on the show, Tom Lydon, vice chairman at VettaFi, turns to regional banking -- a sector that has been troubled and which may not be through those rough times this week -- for his ETF of the Week, and author Michael Robbins discusses the impact artificial intelligence is having on investment thinking as he discusses his book 'Quantitative Asset Management: Factor Investing and Machine Learning for Institutional Investing.'

Natixis Insights
Q1 2023 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later May 17, 2023 22:47


Eileen Riley, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2023 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later May 15, 2023 22:16


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

What Goes Up
The Debt Ceiling Crisis Is an Opportunity

What Goes Up

Play Episode Listen Later May 12, 2023 28:22


As the US government debt-ceiling standoff heats up and markets grow more volatile, veteran Loomis Sayles & Co. portfolio manager Elaine Stokes has some advice for investors in the corporate-bond market: Get ready to buy. Stokes joined the What Goes Up podcast to discuss the opportunities the drama in Washington may create, the potential for a credit crunch stemming from regional-bank turmoil, and how high-yield bonds may not be as risky as they seem, given recession concerns.  “The volatility that I think we're going to have over the next couple weeks is going to be the opportunity. So take advantage of that opportunity to buy a little further out the curve, to buy low dollar-price bonds, to build in real return for a long time,” she said on the podcast. With regard to high-yield bonds, she added: “I don't believe that this time around it's going to be the traditional high-yield market that's going to see the big wave of defaults. That is going to happen in either the bank-loan market or the private market. That's where the weaker issuance has come, the lower-quality issuance. So the traditional high-yield market is actually setting up to look pretty attractive.”See omnystudio.com/listener for privacy information.

Natixis Insights
Q1 2023 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later May 4, 2023 22:48


Rick Raczkowski, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q1 2023 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Apr 26, 2023 27:16


Elaine Stokes, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2022 Update: Loomis Sayles Full Discretion Funds

Natixis Insights

Play Episode Listen Later Feb 8, 2023 29:48


Brian Kennedy, co-portfolio manager of the Loomis Sayles Full Discretion Funds Team, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2022 Update: Loomis Sayles Core Plus Bond Fund

Natixis Insights

Play Episode Listen Later Feb 8, 2023 32:32


Rick Raczkowski, co-portfolio manager of the Loomis Sayles Core Plus Bond Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2022 Update: Loomis Sayles Global Allocation Fund

Natixis Insights

Play Episode Listen Later Feb 6, 2023 26:02


Lee Rosenbaum, co-portfolio manager of the Loomis Sayles Global Allocation Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Natixis Insights
Q4 2022 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Jan 30, 2023 43:36


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Money Life with Chuck Jaffe
Loomis Sayles' Fuss: Rates and inflation won't decline quickly

Money Life with Chuck Jaffe

Play Episode Listen Later Dec 9, 2022 57:44


Dan Fuss, vice chairman at Loomis Sayles, says that while interest rates and inflation are rising, the rate of those increases is slowing, and that part of the classic cycle doesn't ever get resolved quickly. is part of the classic cycle that has historically taken time to work out. The 89-year-old bond investing legend says the Federal Reserve has a tough job on its hands and places the central bank's odds of being successful in executing a soft landing are about 10 percent, though he thinks there's a better chance that it can push through the cycle without a downturn turning into a crash. Also on the show, Chuck answers a listener's question on how many stocks, funds and ETFs is too many for one investor to won, and portfolio manager Steve O'Neill of RiverNorth discusses why 'Tis the season for investors to go bargain hunting and discount shopping for closed-end funds.

Natixis Insights
Q3 2022 Update: Loomis Sayles Strategic Alpha Fund

Natixis Insights

Play Episode Listen Later Nov 10, 2022 39:19


Matt Eagan, portfolio manager of the Loomis Sayles Strategic Alpha Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Insurance AUM Journal
Benchmark Snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles

Insurance AUM Journal

Play Episode Listen Later Oct 17, 2022 35:02


Benchmarking for insurance companies has been a problem for many, many years. And today we're going to talk about something called benchmark snapping with Erik Troutman, Senior Insurance Strategist at Loomis Sayles.