Investing in the information age can be a noisy endeavor–investors are barraged with new information minute by minute. At Loomis Sayles, our investors count on sector teams as one way to cut through the noise.
Sector teams, composed of traders, analysts, strategists, and portfolio managers, who are all experts within their specific financial markets, provide a critical part of the investment process by “separating the wheat from the chaff.” Every day, these experts are watching their markets, discussing trends and debating the investment opportunity du jour. The sector teams convene to extract the most important information in order to provide return scenarios and relative value recommendations to the firm.
Earlier this month, the Loomis Sayles sector teams published their 2018 outlook. We will post excerpts from the outlook on LandScape over the coming weeks, beginning with government and currencies.