Behind the Turnaround at Loomis Sayles

The video discusses recent trends in commodities and emerging markets, highlighting Loomis' strategic investments in these sectors. Despite a challenging previous year, Loomis' investments in bonds are now yielding dividends. The company is optimistic about the economic outlook, predicting no severe global recession and further recovery in the commodities market. Loomis plans to continue investing in commodities and financial bonds, anticipating more upside due to favorable economic conditions and actions by the ECB.

What is Loomis's outlook on the global economy and its impact on their strategy?

What actions is the ECB expected to take that could influence the market?