Loomis Sayles’ David Rolley has been overseeing global bond and emerging market portfolios and research for more than three decades. What he does in his spare time has little to do with his left brain, business skills and everything to do with his right brain, creative side. Watch the related WEALTHTRACK episode.
ROLLEY: NEW BOND ERA
In an era of negative bond yields, it has rarely been more challenging to make money in the world’s fixed income markets. On this week’s WEALTHTRACK, veteran Portfolio Manager, David Rolley of the Loomis Sayles Global Bond fund explains how he and his team are both protecting their portfolios and seeking outsized returns in some out of the way places.
ON THE BOOKSHELF
“Everyone I know who has read it has been mesmerized. And as Mae West used to say, goodness had nothing to do with it!” “Another much mentioned favorite among investment pros is The Signal and the Noise by Nate Silver, a now famous political analyst who tackles the art of prediction and his thoughtful approach […]
David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds
Two global investors, both with excellent track records- one in stocks, the other in bonds- are our WEALTHTRACK guests this week. Rupal Bhansali is a star global stock manager who is now the Chief Investment Officer of International Equities at Ariel Investments. David Rolley is co-head of the Global Fixed Income Group at Loomis Sayles and co-portfolio manager of the firm’s flagship Loomis Sayles Global Bond Fund.
They discuss the balancing act between stocks and bonds in their global markets outlook.