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IFA Webcast: Best of both worlds: The benefits of a style-agnostic global equities portfolio

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LATEST UPDATE: IFA are pleased to welcome Investment Consultant Chris Lioutas to the panel. Chris is a portfolio construction specialist to licensees and financial advisers.

His portfolio recommendations are based on research-driven, forward-looking views on the impact of a range of factors including macro-economics and geopolitics.

The divergence between the performance of growth and value managers is as wide as it’s ever been. However, the underperformance of value stocks has recently seen a reprieve and growth stocks may not deliver on their lofty growth expectations if economic conditions are not favourable. This suggests it may be prudent to maintain a more style-neutral approach to investing.

Style-neutral or style-agnostic managers offer the “best of both worlds” — part-growth manager, part-value manager, and often a combination of the two.

In this 60-minute livestream, Loomis Sayles draws on its over 90-year history of research-driven investing to highlight the benefits of a ‘go anywhere’ approach to investing where factors such as style, geography and sector are de-emphasised in favour of bottom-up, fundamental stock-picking.

Our expert panel will demonstrate how investors can have the best of both worlds, and how this approach can deliver genuine diversification to client portfolios and smooth overall returns.

What will be covered on the day by our specialist speakers: 

  • What is a style neutral or style agnostic approach to investing?
  • What advantages does a style agnostic, concentrated and fundamental process provide investors?
  • Why a style neutral style portfolio makes sense for long-term performance
  • What is a typical “value” or “growth” stock and why it's important to include both in your portfolio
  • What tools can be used to seek alpha in a broad market
  • Where specialists are currently finding good ideas in the global equities market
  • What the key trends are to focus on in today’s global markets

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The benefits of a style-neutral global equities portfolio

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