Relative Safe Haven or Wrecking Ball? Looking at the Dollar Through a Global Lens. – Loomis, Sayles & Company – 10.25.22

Summary:

Now On Demand

The US dollar is arguably the most important price in the world, and yet its global influence is often underappreciated in the US. It’s widely considered to be the global reserve currency, used to conduct business and trade all over the world. It can be a relative “safe haven” during times of uncertainty. And with the dollar currently soaring at historically high levels, it’s a potential wrecking ball for global markets. Join Loomis Sayles’ Macro Strategies Team for a discussion of dollar dynamics and the global implications of the dollar’s record-breaking run.

Speakers:

Tom Fahey is a vice president and co-director of macro strategies at Loomis, Sayles & Company. He analyzes global investment conditions, conducts macro- oriented research to determine relative value between countries, currencies and asset classes, and develops tools and processes to facilitate investment decisions. In addition, Tom is a co-portfolio manager for the Loomis Sayles world credit asset strategy. He has 27 years of investment industry experience and joined Loomis Sayles in 2010. Previously, Tom was a senior portfolio manager and global bond strategist at Standish Mellon Asset Management. Prior to joining Standish, he worked at The Bank Credit Analyst (BCA) Research Group as a foreign exchange strategist. Tom earned a BA from St. Francis Xavier University in Nova Scotia and an MA from Concordia University in Quebec.

Craig Burelle is a vice president and senior macro strategies analyst at Loomis, Sayles & Company. As a member of the macro strategies group, his key areas of focus are split between US economics and interest rates, and global equity strategy. Craig joined Loomis Sayles in 2010 as a macro strategies associate. He earned a BS in finance and economics from the University of Massachusetts, Boston and a Master of Liberal Arts degree in finance from Harvard University.

Gregory Hadjian is a vice president of Loomis, Sayles & Company and a senior sovereign analyst covering emerging markets in the macro strategies group. Greg is responsible for economic analysis and investment strategy in currencies, rates, and credit for the Latin America region. During his career at Loomis Sayles, he has also served as the lead sovereign analyst for the Middle East and Africa regions. Greg joined Loomis Sayles in 2015 and has 10 years of investment industry experience. Previously, he worked at the International Monetary Fund, where he was a macroeconomic researcher and policy analyst in the Middle East and Central Asia Department. Prior to the IMF, Greg was an analyst at the Federal Reserve Board of Governors, focusing on monetary policy operations and payment systems. Greg earned a BA in history from Cornell University and an MA with honors in international economics from Johns Hopkins University School of Advanced International Studies (SAIS).