We are writing to inform you that our Investment Committee has decided to remove the Loomis Sayles Investment Grade Bond Fund from our clients’ portfolios and invest the proceeds equally between the bond allocation’s other two taxable, high quality bond investments. Loomis’s long term performance (both absolute and index-relative) is outstanding, and it is a position tha
Many successful football coaches share a trait with great financial planners in that both plan for negative events in advance. If a good coach’s team is down 17 points in the 2nd quarter, he does not panic—he’s already mapped out, in the preceding week of practice, what would happen if the game took a downturn. These coaches prepare the team to flawlessly exec
Normally, the first few trading days of the year are buoyant as investors look optimistically ahead. 2016 has not followed this path. A rise in geopolitical tensions stemming from North Korea’s possible nuclear test, discord between two of the most powerful Middle Eastern countries, and the ongoing fear of terror attacks at home and abroad have all weighed on investor sentiment.